Partner with SMS

Take Your Business to the next level

Sowell Management Services offers an array of back office and portfolio management services. If you are an advisor or RIA looking for a partner to take your practice to the next level, our robust lineup of services could be the answer you’ve been looking for!

How to Utilize Sowell Management Services


You retain 100% ownership of your practice

Turn-key Technology Suite

Robust technology tools to help grow your business

 Transition Support

Our seasoned team guides your transition process

Custodial Options

TD Ameritrade, Fidelity, Pershing, Schwab & TCA (SMS Pricing)

Dedicated Support

IAR/RIA partners have a dedicated support team for account openings and other necessary business functions

Brand Development

Keep your established brand –or– design and integrate a new brand/logo

Compliance Support

RIA partners can utilize Sowell’s compliance  services

Portfolio Management

Leverage the SMS Investment Committee with white-label portfolio strategies, thought leadership, risk management, and manager selection


B/D Partner Opportunities

Sowell Management Services manages assets for industry professionals through a network of some of the industry’s largest and most respected independent broker/dealers. We have extensive experience in working with numerous Broker/Dealers in the industry.  We also have Investment Advisor Representatives that are directly affiliated with Sowell Management Services. Check out some of our partners who utilize the services of our business below: