The Support of a Firm. The Freedom of Your Own Practice.

At Conte Wealth Advisors, independence doesn't mean going it alone. It means having everything a great practice needs — without the constraints that come with being captive to someone else's agenda.

Start Your Journey

Built For Your Needs

What It Means To Join CWA

Growth Without a Ceiling

A Network That Works for You

Full-Service Support, Day One

Technology That Moves at Your Speed

Competitive payout structures that reward your production — not a firm’s overhead. Keep more of what you earn, invest it back into your practice, and build the business you’ve always envisioned.

Access to LPL — one of the nation’s leading independent broker-dealers — plus a community of like-minded advisors who share best practices, not competition.

Compliance, technology, marketing, and operations support from a team that’s invested in your success. You focus on clients. We handle the infrastructure.

CRM, financial planning, portfolio management, and client portal tools that are best-in-class — chosen because they serve advisors and clients, not because a firm sells them.

Advisor Success Stories

Conte Wealth is an organization that values both independence and collaboration. At some firms, it can feel like you're competing with your coworkers, which can make collaboration difficult. That has never been my experience at Conte Wealth. Over the past five years, starting as a part time service representative and growing into an advisor role, I've had the opportunity to learn from experienced professionals who were willing to share their knowledge and guidance. Just as importantly, our team regularly comes together to exchange ideas, discuss industry trends, and explore ways to better serve our clients. Those conversations have been incredibly valuable to my development. They have helped me learn the industry, continue expanding my knowledge, and challenge some of my own assumptions and preexisting beliefs. Having the ability to learn from others while maintaining the independence to serve clients in my own way is something I don't take for granted. To me, that combination is invaluable.

HAYDEN BANKES

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Ensemble Advisor

Step into a fully integrated role as part of the Conte Wealth Advisors team. As an Ensemble Advisor, you'll work shoulder-to-shoulder with experienced professionals under the CWA brand, sharing clients, resources, and a unified service model. This pathway is built for advisors who want to focus on what they do best — serving clients and growing relationships — while leveraging the operational infrastructure, marketing support, and collaborative culture that make CWA a destination practice. Benefit from shared expertise, succession planning opportunities, and the strength of a team that wins together. If you're ready to plug into a high-performing ensemble and build something lasting, this is your seat at the table.

Find the Path That Fits Your Practice

Independent Advisor

For the entrepreneurial advisor who values independence with built-in support, the Independent Advisor path lets you operate as a 1099 professional under the Conte Wealth Advisors umbrella. Run your business your way — set your service model, manage your client relationships, and define your own growth strategy — while tapping into the resources, compliance oversight, and back-office strength of an established OSJ. You'll keep the autonomy you've earned and gain the advantages of a respected affiliation. This pathway is ideal for established advisors who want to maintain control of their practice while benefiting from the scale, technology, and community CWA provides.

Affiliate Advisor

Built your own brand? Keep it. The Affiliate Advisor pathway is designed for advisors who want to preserve their identity and client experience while gaining access to a powerful network and best-in-class OSJ support. Operate under your own name and continue building the practice you've envisioned — backed by Conte Wealth Advisors' compliance expertise, advisor community, peer collaboration, and operational resources. Connect with a network of like-minded professionals, share best practices, and grow with the confidence of a trusted partner behind the scenes. This is independence — without the isolation.

Making the move is simpler than you think

We’ve helped dozens of advisors transition. The first conversation is confidential, no-pressure, and entirely on your terms.

1. Confidential Discovery Call

You'll start with a conversation with our recruiting partner, Jeremy Belfiore. He'll learn about your practice, your goals, and what's driving your interest in independence. No pressure. No paperwork. Just a conversation.

2. Personalized Transition Plan

We map out your transition timeline, payout structure, technology setup, and client communication strategy — tailored to your book and your clients.

3. Onboarding & Setup

Our transition team handles licensing, technology, compliance setup, and account transfers. We minimize disruption so you can keep serving clients.

America's largest independent broker-dealer.

WHY LPL

LPL Financial supports more than [number] independent financial advisors across the country. They have built their business on a single idea: independent advisors should have access to enterprise-grade technology, research, and capabilities, without giving up the independence that makes them effective. We chose to affiliate with LPL because their platform lets us focus on what we do best (knowing you and supporting your practice) while LPL handles what they do best (scale, infrastructure, and breadth).

Let's start with a conversation.

No pitch deck. No pressure. Just a chance to learn about each other and see if we would be a good fit. Everything you tell us is confidential, and stays that way whether you join us or not.

Schedule a Confidential Conversation