Wirehouse advisors manage billions in client assets — but with low pay rates and high overhead, combined with product restrictions and compliance burdens, most never capture the full value of what they've built. Independence changes that equation.
You're leaving money on the table
Wirehouse payout grids cap most advisors at 35–45% of production. Independent advisors routinely retain 85–95% through a well-planned transition. On $1M in gross production, the difference between a wirehouse payout and independence can exceed $400,000 — every year.
You can't run your practice your way
Product restrictions. Platform mandates. Compliance sign-offs on every move. Independence means YOU get to choose what's right for your clients — not what's right for the firm's revenue.
The infrastructure problem
Going independent sounds expensive and complicated. Building your own portfolios, compliance, tech stack, and operations from scratch takes time you don't have and money you don't want to spend. That's exactly what Revisor solves.
Everything you need to run an independent practice. Nothing you don't. Revisor leverages industry-standard technology customized specifically for advisors making the move to independence. We handle portfolio management, compliance, integrated operations technology and coordinated service offerings—so you can focus on the one thing that actually grows your business: your client relationships.
Think of us as your back office, your CCO, your CIO, your CTO, and your COO—all in one. Enterprise-level infrastructure at a fraction of the cost of building it yourself.
All Revisor services mesh into a seamless, fully-integrated Advisor Platform. Don't need the full suite? Choose exactly what you need to succeed.
Access to outperforming model portfolios, outsourced CIO services, investment research, custodial services and trading execution that will grow your clients' wealth and avoid tax pitfalls.
Explore investments →
Fully integrated tech stack: Revisor uses industry-standard CRM, financial planning, portfolio management, billing, reporting and client portal tools, pre-configured and maintained just for you. See the stack →
Build repeatable workflows, improve CRM usage, streamline client service processes, train your team, and reduce the manual work that slows down growth.
Improve your workflow →
Offer seamless tax preparation to easily integrate tax services into your clients’ financial plans with simple document uploads and an effortless process in all 50 states.
See Tax Prep options →
Comprehensive estate planning solutions for your clients, including international assets, charitable trusts, business succession, and digital asset management, all customized to each client situation.
Estate Planning solutions →
Offer transparent and flexible insurance services to your clients, including fee-based or commission-based options, with best-in-class reporting and advanced case design.
Find Insurance offerings →
Chad Roope, CFA - CIO, Lineweaver Wealth Advisors (1 Billion+ AUM)
Free consultation
30 minutes, no pitch, just answers.
