About Sowell Management

Recognized as a pioneer in the fee-only financial planning practice, Bill Sowell formed Sowell Management in 2001 to offer asset management, transition strategy and support, and customized practice management solutions to Independent Advisor Representatives (IARs) and RIAs. The only RIA based in Arkansas, Sowell Management has offices, RIA affiliates and advisors in 35 states, with advisors serving clients in 50 states, Washington D.C. and Puerto Rico.

Sowell Management is a privately held Registered Investment Advisor (RIA) and a trusted partner to financial advisors. From breakaway to legacy, Sowell provides a transformative platform of services and solutions that lead advisors to a path of independence  ̶  to be in business for themselves, not by themselves. Sowell is a nationwide leader in the RIA industry and was recognized in 2020 by Barron’s as a Top 100 RIA. Known as the “advisor to financial advisors,” Sowell serves advisors nationwide and manages more than $4 billion in

AUM/AUA*. 

Bill Sowell, who with his wife Cindy, founded and has led the family-owned business. “I started this company to help financial advisors find true independence,” said Sowell. “We provide expertise, resources, capital and connections that allow advisors a vision for their future and the freedom to focus on their clients’ needs.”

*Regulatory assets under management are assets where Sowell provides continuous and regular supervisory or management services to client portfolios. Assets under administration is a measure of the total assets for which Sowell provides administrative services.

Our Solutions

Sowell Management personalizes solutions and strategies to match the unique needs of each financial advisor. Our open-architecture platform serves breakaway advisors, IARs, and existing, new or bridge TIAs. web-based solutions include:

·         Customer relationship management

·         Portfolio reporting

·         Account aggregation

·         Secure online document storage

·         Risk profiling software

·         Host advisor’s email

Sowell offers technology and data support and training and provides account management support, advisor transition services, asset management and trading services. Sowell has a team of compliance experts, marketing and brand development specialists, and financial planning professionals.

Erin cherishes the opportunity to shape Sowell Management’s advisors’ business by engaging with them to find their brand voice and defining what makes them unique. She is passionate about the substantial impact a well-defined brand can have in their success.