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AN OPPORTUNITY TO GROW

We are a fast-growing independent Registered Investment Advisor offering an opportunity for successful advisors to grow their business and best serve their clients. Through our institutional-caliber platform and an engaged and highly connected leadership team, advisors can offer clients access to network-driven investments and enhance the experience and service they deliver.

WHY JOIN TRANSCEND

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freedom to do what’s right for your clients

Advisors are not restricted by a limited product set or competing corporate priorities. Instead, advisors have the freedom to act in the best interests of their clients at all times.

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High caliber management team in your corner

Experienced in the public and private markets, our management team has the network and expertise to access and evaluate investment opportunities that can open doors and grow an advisor’s business.

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Partnership culture with a true team mindset

Collaboration is embedded into our culture. Our equity model means that each advisor is directly invested in the success of the firm and their fellow advisors. When a Transcend advisor succeeds, everyone succeeds.