Partnership platform for independent financial advisors.
Grow
Merge
Sell
About RWS Financial Group
Founded in 1985, RWS Financial Group is an independent financial services firm that has grown into a leading provider of resources and services to independent financial advisors nationwide. We provide the benefits and personalized service of a boutique firm along with the resources and financial strength of a large one. Most importantly, we give you the flexibility to run your business in a way that best suits your clients’ financial needs and objectives.
THE RWS ADVANTAGE
Grow
Scale
Automate
Support
Revenue
Protect
Growth you can count on
Average annual new assets
RWS Advisors actively growing using the RWS Advantage see $18.0MM in new assets.
Benefits of a Partnership
Focus on your success
We understand the questions and concerns you might have when evaluating an appropriate business model. By taking a conversation-driven approach, we’ll examine your distinct situation and then help you explore your options — no matter the size of your business.
– Plug into an existing infrastructure
– Receive an infusion of capital
– Partner with experts to plan for growth
– Leverage practice management expertise
– Outsource back-office functions
– Evolve your business to match your vision for the future
Transform for the future
Get insights and perspectives on the independent landscape, and learn how you may take your business forward. Contact us to learn about our future-ready approach.
Leverage the business you have built. Associate yourself with a flagship financial services firm to increase your value and propel your success to the next level. We specialize on internal merger and acquisitions, supporting optimal valuations, client retention and the financial advisor’s work-life balance.
Experience You Can Trust
Experts in acquisitions, succession planning and leveraging independent financial advisors.
50+
Successful mergers & acquisitions
1985
Decades of experience
Know What Your Business is Worth
RWS Financial Group provides free valuation services. Value your business and then protect it with a succession and continuity plan. We will assess your business, determine a valuation, and provide Succession and Continuity documents for you to implement. Contact us to provide sample documents and explain the process.
Committed to Your Success
As you consider your options for independence, we can help you along the way. This may include discussing different business models and helping you hone in on a model that may be right for you, leveraging tools to help you forecast potential earnings scenarios, assisting with a transition roadmap and connecting you to resources to help you succeed.
Partnership Evaluation Process
Explore our 6-step process below to evaluate a partnership with RWS Financial Group.
