Wealthcare empowers advisors to envision a future of endless possibilities.

Wealthcare empowers advisors to envision a future of endless possibilities.

Today’s advisor needs to stand out from the crowd.

Elevated Service. Flexible solutions. Confidence you can depend on. That’s the Wealthcare Experience.

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Wealthcare at a Glance

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Affilliated Advisors

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Total Assets

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Managed Portfolios

Wealthcare Unveiled: Elevating Financial Advisors with Comprehensive Support Services

Tune in to hear our President, Matt Regan, as he explores how Wealthcare plays a transformative role in supporting the growth of financial advisors. In this video, uncover how Wealthcare not only empowers advisors with state-of-the-art tools and strategies but also provides invaluable support to help them expand their practices, reshaping the financial planning landscape for a more secure and prosperous future.

The Wealthcare Experience

Whether you’re thinking about going independent or are looking to improve your business model, Wealthcare offers flexible solutions to help advisors scale, create enterprise value and improve client experience.

Faster Growth

Faster Growth

The Wealthcare approach has been shown to generate advisor growth at rates 3-4 times the industry average.

Cutting Edge Technology

Cutting Edge Technology

Wealthcare provides you with best-in-class technology solutions at each touchpoint in your workflow.

Improved Client Experience

Improved Client Experience

Our model offers an elevated advisory experience that drives client loyalty, longevity and referrals.

Flexible Affiliation Models

Flexible Affiliation Models

We offer fully open and customizable options, and a simple fee structure, giving you complete control over your business.

Operating Leverage and Scale

Operating Leverage and Scale

We help you to build enterprise value and scale, and to develop a succession plan to realize the full value of the business you’ve worked hard to build.

Practice Transformation

Practice Transformation

Our experienced team takes a personalized, consultative approach – whether you’re just going independent, need help transitioning to a fee based model, or want to optimize your operations.

Choose Your Path

Join Our Fee Only Ria

Wealthcare offers employee status to advisors who partner with us directly, providing access to our GDX360 platform and back-office support.

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Open Your Own RIA

We partner with advisors in developing a practice rooted in consistent, repeatable processes and personalized client experiences.

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Stay With Your RIA

Wealthcare offers a solution for state-registered or SEC-registered RIAs to access our GDX360 platform without joining our fee-only RIA.

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Join Our Hybrid RIA

Own a fee and commission-based business? Join our hybrid RIA, and keep your dually-registered status.

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Partner With Us

With multiple partnership options, tailor your Wealthcare experience specifically to fit your business needs so that you can focus on your clients.

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Collaborative Partners

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News & Insights

Wealthcare Welcomes Steve DeAngelis to its Board of Directors

Wealthcare Welcomes Steve DeAngelis to its Board of Directors

October 2023

Wealthcare is excited to welcome Steve DeAngelis to our Board of Directors. He brings over three decades of wealth management experience and will...

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Your business, your way.

Wealthcare offers a variety of ways to partner with us that fits your business needs and align with your vision of a successful future.

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