Stand Out From The Crowd
33%
Average Growth of Households Served
43%
Average Growth of
Advisor Book Size
97%
Retention Rate of Bellwether Clients
100%
Retention Rate of
Partnered Advisors
Per Bellwether's internal data; as at December 31, 2023
Increase Your Time
Reclaim your most valuable asset, time—time to take care of yourself and build the business you’ve always dreamed of by relying on a professional team dedicated to compliance, operations, and marketing.
Simplify Your Transition
Leverage R.O.B.I.N., our proprietary AI-assisted onboarding software, to simplify client transitions and get back to running your business quicker.
Access Unique Investment Solutions
Utilize an integrated, North American, discretionary wealth management platform that grants cross-border access to global investments across public and private markets.
Plan Ahead
Fully monetize your business, today or over time, and rest easy knowing that a comprehensive, flexible succession plan is in place for the business you have built.
The industry is changing, I needed a firm that was nimble, creative, and responsive to advisor input. That’s what I was after. That’s what I found in Bellwether.
Since joining, our entire team has become more effective and motivated. Our clients noticed timeliness and improvements in the information they receive.