A Platform Built Around You—Not the Other Way Around

Advisors should be treated like partners, not producers. Our model is grounded in transparency, alignment, and long-term value creation. You’re not just plugged into a platform—you’re invited to help shape it.

• Equity Ownership: Qualified advisors can participate in firm ownership, aligning your growth with the firm’s value.
• Team Integration: Support for solo advisors, succession-driven transitions, and team-based enterprise structures.
• Legacy Planning: Structured continuity and monetization pathways that preserve client relationships and reward years of impact.
• Transparent Economics: Competitive payouts and clear platform fees—no confusing grids or hidden splits.

When your growth fuels the firm’s growth, everyone wins.

Even the best advisors benefit from perspective. Our internal coaching and leadership team work directly with you to build structure behind your ambition, ensuring every stage of your growth is intentional.

• One-on-One Coaching: Senior leaders help you set goals, diagnose gaps, and stay accountable.
• Business Planning: Quarterly and annual frameworks to turn vision into execution.
• Succession & Continuity: Guidance for next-gen recruitment, equity transition, and exit strategy.
• Peer Collaboration: Join a collaborative advisor community that shares best practices and does not compete for attention.

When your business has structure and support, you can scale without sacrificing what makes you great.

You shouldn’t have to chase tickets, explain your business twice, or deal with call centers. Our concierge team becomes an extension of your office, handling the operational load so you can focus on relationships.

• Full-Service Middle and Back Office: Account opening, billing, maintenance, and reporting.
• Dedicated Support Team: A known point of contact who learns your practice and preferences.
• Proactive Service Management: Communication, resolution, and oversight—not just escalation.
• Ongoing Support: Our team doesn’t cut off at 90 days. We stay engaged because we’re your partner, not a vendor.

You handle the people. We handle the process with precision and care.

Technology should support your process, not require you to change it. Our platform is purpose-built for advisors who value flexibility, scale, and simplicity across all parts of their business.

• Digital Onboarding: Fully electronic, multi-custodian workflows with integrated risk scoring.
• Unified Trading: Trade across Schwab, Axos, Fidelity, and others with streamlined tools.
• Advisor & Client Dashboards: Real-time visibility into performance, allocation, income, and model drift.
• Custom Workflow Builder: Configure your firm’s operations—from onboarding to trading.
• Integrated CRM & Tasking: Notes, pipeline tracking, segmentation, and meeting prep in one place.

We built the tech to wrap around your process, not replace it.

Clients today want more than portfolios—they want a trusted advisor with a clear plan. We give you the horsepower to deliver full-scale wealth solutions without losing focus on the relationship. At the heart of our offering is a fully integrated planning team. This turnkey financial planning resource collaborates internally with investment architects and advanced planning professionals to create holistic, multi-dimensional solutions. Our approach leaves no stone unturned, providing a comprehensive roadmap that includes banking, planning, investment, and protection elements under one unified strategy.

We aim to deliver this through a simplified, technology-driven platform for clients, while you remain at the center of the relationship. We work behind the scenes, collaboratively on your behalf. Unlike larger firms that compete with advisors or push products based on transactional incentives, our team is made up of Alden employees and partners in your practice. We’re here to empower you, never to interfere.

• Financial Planning: Dynamic plans integrated with real-world execution.
• Investments: Models, SMA/UMA architecture, and tax-aware strategies.
• Advanced Planning: Trusts, estate, charitable, tax, and liquidity strategies.
• Family Office Services: Concierge-level support for HNW clients, including alternatives and entity structuring.
• Banking Solutions: Integrated accounts, liquidity, bill pay, and high-yield savings as part of the plan.
• Retirement Plans: Full-service plan consulting and participant solutions.

You remain the advisor. We deliver the scale and sophistication to serve every client with excellence.

You don’t have to do everything. Our team allows you to offload execution, administration, and analysis—while retaining control where it counts.

• Trading-as-a-Service: Run your own models. We execute and rebalance.
• Investment Committee Access: Collaborate on strategy and stay aligned with market positioning.
• Planning Support: Tap into illustrations, tax overlays, and Monte Carlo simulations.
• Billing & Automation Tools: Automate revenue tracking and reporting with full transparency.

Our Investment Committee is critical in helping advisors evaluate third-party strategies and construct models that reflect each client’s goals. We conduct due diligence across performance, drawdown, historic risk/return, and qualitative factors like firm stability, management structure, and investment philosophy.

You can tap into our committee’s expertise as a resource, or lean into our platform analytics—the same tools our team uses to build portfolios internally. Our deep knowledge in fixed income, equities, and alternatives also allows us to help advisors create niche SMAs and custom portfolios tailored to real-world needs like tax efficiency, diversification of concentrated positions, and unwind scenarios.

When you free up time, you create more capacity to grow, without compromising quality.

We turn marketing from a time-sink into a growth engine. The Alden Growth Studio brings design, strategy, and execution together so you can build a brand and pipeline that matches your ambition.

• Strategic Campaigns: Targeted, seasonal, and niche-specific campaigns that generate leads.
• Brand Development: Messaging, tone, and design that reflect who you are and who you serve.
• Advertising: Digital campaigns across Google, LinkedIn, and Facebook with full compliance support.
• Content Creation: Blogs, video, email, and newsletters built around your voice.
• Funnel Optimization: Website upgrades, lead magnets, and automated nurturing.
• Flexible Budgeting: Use your own marketing budget while we partner with trusted agencies to execute on your behalf.

You don’t need to become a marketer; you just need a partner who knows how to grow advisory brands the right way.

At Alden, you’re part of something bigger. Our advisor community is built around collaboration, not competition. We believe that success is more meaningful when it’s shared, and more sustainable when it’s supported.

• Peer strategy groups, mastermind calls, and idea exchanges.
• Direct access to firm leadership for transparent dialogue.
• Regional events, firm retreats, and advisor panels.
• A culture grounded in independence, integrity, and shared growth.

You’re not just joining a firm. You’re joining a movement to raise the standard for what it means to be an advisor.