Partnership Opportunities
Partner with us
Argonautica is actively seeking RIAs, investment advisors, financial professionals, estate attorneys, and CPAs to join forces or partner with us.
Registered Investment Advisors (RIAs)
There are complexities that come with moving from State registration to SEC registration (over $100M AUM). If you’re an RIA that needs SEC registration based on the growth of your assets under management (AUM), partnering with Argonautica Private Wealth Management, Inc. could be an ideal solution. We can provide a turnkey solution on our platform and provide critical efficiencies for your firm.
When you partner with us, you’ll have access to:
- Our robust discretionary investment platform
- Our expansive third-party investment platform
- Multiple custodial relationships
- Dedicated compliance resources
- Multiple research sources
- A team of experienced and dedicated investment professionals
- Argonautica PWM’s experience evolving through all investment platforms (Broker/Dealer, Hybrid, and arriving as a fully independent RIA)
Financial Professionals
If you’re a motivated industry veteran eager to work in a welcoming, team-focused environment, Argonautica could be the perfect fit. Whether you’re a captive Broker Investment Advisor (IA) at a Broker-Dealer or hybrid platform looking for the benefits of full independence, or you’re an (IA) at an existing RIA in search of a better and more flexible firm, we want to hear from you. We can provide a turnkey solution for the right candidates.
We’re also constantly on the lookout for experienced investment, marketing, and operations professionals to help us continue to grow and improve our business to serve our clients better. Let’s talk
Estate and Tax Professionals
We are always interested in hearing from Estate Attorneys and CPAs who would like to partner with us. Whether it’s to support our existing clients or working together on new business, we’re eager to build our extensive referral network for the benefit of your and our clients as well as both of our firms. If you feel the same way, let’s talk.
Interested in joining forces?
Partner With Us
Book a consultation
Tell us about your financial planning needs and goals and learn more about our approach.
