Join a Forbes Top RIA and gain the infrastructure, support, and vision to grow your practice-without sacrificing independence.
Why Top Advisors Choose Tidemark
Building a successful firm from scratch takes years of investment in time, money, and infrastructure.
At Tidemark, we’ve already done the heavy lifting so you can focus on what matters most – your clients. This is the Tidemark Advantage.
In-House CFA
Offload portfolio construction and client investment planning to our in-house CFA
High-Payout Model
Scale up to 90% based on revenue growth
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
Custom AI & Automation Tools
Prospect faster, write better, and automate engagement using our exclusive AI package
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
Advisor Bootcamp
90-day onboarding and lifetime training via Tidemark University
Is this the right fit for you? You’ll thrive here if…
You’re managing $20M–$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 & continuous learning
Your First 90 Days at Tidemark
From tech setup to transitioning your book, we've streamlined the process to make your transition smooth and successful.
Week 1
Bootcamp Kickoff & Tech Installation
We’ll get your tech stack set up, complete compliance onboarding, and introduce you to your dedicated transition team.
Week 2-4
CSA Assigned & CRM Setup
Your Client Service Associate is onboarded, your CRM is customized, and legal transition paperwork is completed.
Month 2
Onboarding First Clients
Our team helps you start transitioning clients, setting up accounts, and establishing investment strategies.
Month 3
Growth Strategy & Marketing Launch
Begin posting with LinkedIn GPT support, deploy custom growth plan, and transition the remainder of your book.
End of Quarter
Strategy Review with Leadership
Meet with our leadership team to review your progress, fine-tune your strategy, and set goals for the coming year.