When you work with us, you can do more.

The financial services industry is in the midst of rapid, wide-reaching change. Succeeding in it as an independent financial advisor, broker/dealer or RIA today requires intelligent decision making, advanced technology, superior products, adherence to standards and flawless execution. These are the kind of benefits you can expect when you partner with Cantella. The future of your business demands it.

Independent Financial Advisors

You want to maximize your independence

Broker/Dealers

You want access to top tier service providers

Registered Investment Advisors

You want to be able to focus on client relationships

Technology Acquirers

You understand the value of an integrated solution

Access to three powerful clearing platforms? You can count on it.

Pershing ABNY MELLON COMPANY
RAYMOND JAMES
NATIONAL FINANCIAL A FIDELITY INVESTMENTS COMPANY
Advisor-centric compliance services

So you can work with confidence.

SAYING YES We believe there is often wide latitude for our advisors to pursue their business interests within the boundaries of prudent management.

DOL SAVVY Focused on the DOL for years, we are well positioned to help our advisors successfully navigate the regulatory environment ahead.

ADVOCATES Members of Cantella are actively involved in industry groups in order to represent the best interests of our advisors.

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Our leadership is young, diverse and you can always reach them.

Customized technology

So you can work more productively.

The breadth and depth of our technology capabilities is one of the strengths our clients value most about us. Our goal is to deliver customized solutions that help you work more securely and effectively. We do that not by turning to third party vendors, but by building our technology in-house. It’s a difference that makes a difference.

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