Independent Financial Advisors

Cantella has years of experience providing services to financial advisor practices. Many of these advisors were once associated with wirehouses. Others came from larger independent firms where the culture was starting to feel like a wirehouse. Still, others preferred our multi-clearing house structure.

To be sure, the motivations for Financial Advisors to make the move to Cantella are many. Cantella is large enough to support their growing businesses, while small enough to retain a human connection. Here they have access to technology and product and service offerings that surpass those of the wirehouses. They also have the opportunity to take advantage of a simple, transparent compensation structure that breeds trust and gives them peace of mind.

This market typically looks to us for:

  • Flawless execution
  • Compliance support
  • Technology including integrated reporting, business intelligence analytics, document vaulting, electronic workflow with e-signature capabilities, client online account access, client data aggregation
  • A robust and integrated advisory platform
  • Access to our capital markets services
  • Simple/straightforward compensation structure and reporting
  • A relationship in which their voice is heard

For more information on partnering with Cantella please contact Jay Lenaghan at 617-224-1462 or John Sullivan at 617-224-1437 or click here "Partnering with Cantella".

Back to top