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Experience the power of Ascend Advisory's support
Discover the diverse advisors who shape our practice. With $2.2B assets under management (AUM), Ascend has the infrastructure, expertise, and capacity to support clients with $0-50M+ portfolios (as of 5/31/25).
Wire house financial advisors searching for a higher payout without sacrificing support
(1099 v. W2)
Late-stage individuals looking to sell their businesses
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Financial advisors searching for guidance on setting up their business & a playbook for the transition
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SERVICE MODEL
Struggling to unlock new growth in your wealth management business?
Whether you want to slow down and need a team to bolt on to or want to grow as an independent financial advisor, we are here for you.
Features:
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12 financial advisors
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33 total professionals
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Forbes Best-in State Wealth Management Teams Award, 2025*
Ascend provided:
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Marketing & Chief Operations Officer support
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Investment committee with a custom portfolio as an option
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Certified Financial Analyst® & several CERTIFIED FINANCIAL PLANNER® professionals
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Access to a network of specialists for compliance, tax, estate and business planning
2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams. View Award Disclosures.
Wells Fargo Advisors Financial Network is not a legal or tax advisor
Client-Driven Excellence
Unrivaled
Mike Aljancic, Managing Director, joined Ascend in fall, 2023, and since has added $600M
GROWTH MODEL
Curious about being semi-independent with a clear path for growth?
We’ve got marketing staff to bring ideas on lead generation campaigns and regular outbound communication tools for financial advisors to pull from monthly & quarterly. We’re all business-development oriented.
We can acquire quickly as needed:
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Tenured team members willing to support with $10M+ client acquisition
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With one CEO & partner, it makes growth simpler
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A balance sheet ready for growth. Access to a network of financial & legal experts to value financial advisories with great confidence
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Credit partners, should we need access to them for acquisitions
ENTERPRISE VALUE
Unlock higher valuations with scalable growth and strategic succession planning
Are you considering business valuations? Keep in mind, retail values are lower than enterprise valuations.
Succession planning can be tough, but we can help. Building enterprise value is your path to higher valuations.
Our valuations focus on scalable growth, centralized HR services, and strategies to help increase profitability. We've tripled our staff over 20 years to deliver a responsive, client-focused approach.
Succession planning starts the moment you join us. When you're ready to transition, our strong culture and processes help ensure optimal valuations.
At Ascend, you have options, not obligations.