We act as your advocate, mentor cheerleader and bodyguard.

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Access any one of our 95 dedicated FiNet enthusiasts, who are experts in every aspect of going independent.

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A network that you can grow with.

Whether it’s day one or you’ve been with us for years the FiNet community is there to walk you through process, talk, answer questions and ensure you have the resources and tools to make your practice successful.

Access to experts in Marketing, Risk Management, Operational, Practice Management, Strategic Initiative, Succession Planning, and M&A Purchases.

Access to Industry Experts

Professional Development Opportunities

Personal Practice Management Coaching

Buying and Selling Books of Business

A hands-on approach to the process.

We believe every transition needs a guide who knows the way — who to call, what to do next, and how to mitigate the problems that crop up along the way.

What Independent Financial Advisors are saying.

“FiNet Provides you with support on the band end and takes a large amount of responsibility off your plate if you are an independent owner. You have the support and resources of a large warehouse with a hands-off approach.”
Eveylyn Carter
Branch manager, owner, Acequia Investment Group

15 years of forward movement with Wells Fargo Advisors Financial Network


First Union Securities enters independent business with acquisition of J.W. Genesis


First Union/Wachovia merger

322 practices

587 Financial Advisors


Wachovia Securities merges with A.G. Edwards

420 practices

805 Financial Advisors


Wachovia Securities becomes Wells Fargo Advisors

637 practices

1,323 Financial Advisors


18 Year Anniversary

Frequently Asked Questions

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