Get the independence, flexible investments, and collaborative culture you’ve been searching for
You’ve worked hard to build a very valuable business, but your current firm is likely holding you back. That’s where we come in.
After serving as an independent advisor for more than 20 years, our founder, David Millican, launched Arkadios. The reason was simple: he experienced first-hand how broker dealers were changing the game and making decisions based on corporate goals instead of the needs of advisors like you and your clients.
“Holos Integrated Wealth found an ideal partner in Arkadios with CEO David Millican, who built his own business through recruiting and acquisitions. We are going to continue to grow our firm, leveraging Arkadios’ experience and support, while putting our client’s financial well-being first.”
“Arkadios checked all the boxes, advisor-owned, advisor-focused, smaller, flexible, willing to hear what we have to say and help us find solutions that are in our clients’ best interest.”
Don’t let the fear of a tough transition keep you from making the change that’s right for you
We’re here to make your transition as easy as possible.
Make your life easier
Gain back your autonomy and efficiency without sacrificing technology stack, back office support, or guidance.
Today, most broker dealers implement requirements that restrict you from delivering the best services to your clients. But we’re different.
“We found in Arkadios a firm that respects and embraces the entrepreneurial spirit of being independent.”
Michael Thompson
Thompson Pratt Capital Management
Get access to the best-in-class advisor tools
Comprehensive performance reporting system
- Reporting
- Rebalancing
- Proactive Service
- Custodial Data
- Integration Network
- Investor Experience
- Portfolio management
Total Advisor Platform
- Built to improve efficiency and productivity
- Automated business workflows
- Paperless platform with e-Signature
- Cloud based vault storage
- Faster client onboarding and reduced NIGO rates
Complete Managed Account Platform
- Third party strategies
- Performance reporting
- Trading
- Advisor as PM
- Re-balancing
- Drift Management
- Research
- Portfolio Construction
- Proposals
- Black Diamond & Wealthscape Integration
Redtail CRM
- Cost-effective, easy and tailored to today’s financial professional
Research center
- Asset Allocation – Asset-class performance matrix, multiple asset allocation models
- Emerging Investments – New manager recommended list and manager analysis
- Research & Analysis – Quarterly commentaries that cover the markets, asset classes and the global economy
- Market Commentary – Timely topics affecting the economy and capital markets. White papers and articles relating to financial planning and investment ideas
The transition shouldn’t be daunting
We understand that transitioning your clients over to a new firm always feels overwhelming. It may seem to require a lot of you, but we’re here to make it as easy as possible. We’ll ease the transition and guide you through the onboarding process so you and your clients are happy.