Join a Forbes Top RIA and gain the infrastructure, support, and vision to grow your practice-without sacrificing independence.
The Tidemark Advantage
In-House CFA
Offload portfolio construction and client investment planning to our in-house CFA
Custom AI & Automation Tools
Prospect faster, write better, and automate engagement using our exclusive AI package
Social Media Growth Strategy
LinkedIn coaching, email automation, and social content support
Real Infrastructure
CSA staffing, tech tools, CRM, scheduling, estate plans, and compliance baked in
Advisor Bootcamp
8-week onboarding and lifetime training via Tidemark University
High-Payout Model
Start as high as 75%, scale up to 90% based on revenue growth
Real-Time Support
Get answers in minutes, not months — and collaborate with a team that cares
White Glove Transition
Onboarding, ACATs, paperwork, and client communication — handled with zero friction
Is this the right fit for you? You’ll thrive here if…
You’re managing $15M–$150M+ and want to grow faster
You’re tired of slow compliance or tech bottlenecks
You want real marketing support, not a theoretical promise
You like collaborating — but want your own voice and freedom
You believe in AI, client experience, and continuous learning
