Evolve Advisor Group operates as a hybrid platform, combining a Registered Investment Adviser (RIA) and a Broker-Dealer (B/D) to offer a flexible infrastructure for financial professionals. The company's mission is to empower independent advisors by providing them with advanced technology, practice management support, compliance oversight, and a wide range of investment products and services. Instead of serving retail clients directly, Evolve focuses on being a B2B partner for advisors, enabling them to grow and manage their own practices efficiently.

Founded in

United States