Who We Are
Sowell Management Services (SMS) is a privately held, independent registered investment advisory firm offering a broad array of investment strategies as well as turn-key back office service solutions to financial advisors.
Founded in 2001, SMS manages more than a billion dollars in client assets and has offices in Chicago, Denver, San Jose, and Little Rock.
For the fourth year in a row, TrustAdvisor has named SMS to its list of America’s Best TAMPs.
You retain 100% ownership of your practice!
Turn-key Technology Suite
State-of-the-art technology tools to help you grow your business.
Our seasoned team guides your transition process.
TD Ameritrade, Fidelity, Pershing, Schwab & TCA
IAR/RIA partners have a dedicated support team for account openings and other necessary business functions.
Keep your established brand –or– design and integrate a new brand/logo!
RIA partners can outsource compliance responsibilities.
Leverage the SMS Solutions Platform to outsource your PM. SMS also offers white-label portfolio strategies, thought leadership, and customized solutions.