Trisha Qualy, Vice President of Wealth Management, AdvisorNet Financial, met with Julie Cooling, Founder & CEO, RIA Channel to discuss what makes the firm stand out among other RIA aggregators.
AdvisorNet, an RIA aggregator with over $1.3 Billion in assets under management, caters to “entrepreneurial advisors who want their independence, but don’t want to do everything on their own,” explained Qualy. Through partnership with AdvisorNet, advisors can outsource things like, compliance, technology and operations. Other services include ROBO offerings, and on the investment side, platforms capable of accommodating both passive and active strategies.
“We are advisor-owned, rather than the other way around,” said Qualy on why advisors are choosing AdvisorNet.