The Easiest Way for a CFP, CPA or RIA to Build and Keep Their Business

 

The Independent Adviser Corporation
Helping The CFP, CPA or RIA Build and Keep Their Business 

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Call us at
516-532-6106 for additional information.


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Our Partners

AT&T and Viatel provides the communications network for our Corporate headquarters
Dell provides the computer networks and web site hosting centers that we use to host web sites for financial advisers. 
The Long Island Technology Center is where we maintain our company headquarters.

401(k) Plans
& Sponsors

 Hundreds of 401(k) plan providers and sponsors are offering employees access to independent financial advisers. If you are interested in having a FREE web site customized for your company or plan provider, please let us know. 

If you believe you have business development or partnership idea, please contact Jay McConie our VP of Business Development.

Grow your fee-based advisory business today
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