Explore popular independent broker-dealers and wealth platforms commonly evaluated by advisors considering the independent channel.
Compare scale, publicly available advisor movement data, and general fit, then click through to each firm’s official site.
Note: Advisor counts and movement data are based on publicly available company materials, annual reports, filings, and industry reporting where available. Many firms do not disclose clean annual advisor-move counts.
Top 25 Independent - 1099 Firms
Showing 1–10 of 25
Rank
Firm Name
Advisor Count*
2025 Advisor Movement*
Best Fit For
Official Site
*Data disclosure: Advisor counts are approximate and based on the latest public company materials, annual reports, SEC filings, or reputable industry reporting reviewed. “2025 Advisor Movement” is shown only when a reasonably specific public figure was found. “N/D” means not disclosed or not found in a clean, apples-to-apples annual format. This page is for educational comparison only and should be independently verified with each firm.
