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.
SMS has managed client assets since 2001, 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
Robust 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 utilize Sowell’s compliance services.
Leverage the SMS Solutions Platform to outsource your PM. SMS also offers white-label portfolio strategies, thought leadership, and customized solutions.