Firm Types

Independent - Employee Firms

Explore W-2, statutory, and supported-independence advisor models where advisors receive firm-backed infrastructure while retaining varying degrees of practice flexibility, brand control, client relationship control, or branch autonomy.

Note: This is a narrow and nuanced category. Linsco and Advisor Select are the cleanest supported-independence examples. Prudential and Equitable are included as statutory / supported-independence style models, not pure advisor-owned independent employee platforms.

Verified W-2 / Supported-Independence Models

Showing 1–4 of 4
Rank Firm / Channel Parent Firm Scale* Model Type Independence Notes* Best Fit For Official Site
*Data disclosure: Parent firm scale is shown only for context and may not represent specific channel headcount. The models listed here are not identical. LPL Linsco and Raymond James Advisor Select are closer to W-2 supported-independence models. Prudential and Equitable are included because they publicly describe statutory or supported-independence style options. Verify ownership, compensation, benefits, branding, portability, and client relationship terms directly with each firm.
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Firm names are used for identification and educational comparison purposes only and do not imply affiliation, sponsorship, partnership, approval, or endorsement. R&R Consulting is not affiliated with or endorsed by any of the firms listed. All firm information should be verified directly with the applicable firm.

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