Advisor Services Group

NFP Advisor Services Group is a national organization of independent financial advisors serving affluent individuals and corporate clients. We offer a broad range of products and services from many leading investment companies. With more than 1,700 reps, NFP Advisor Services Group encompasses one of the nation's top ten independent broker/dealers.¹

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Regardless of the way you do business or the investment solutions you provide, NFP Advisor Services Group can help you efficiently maintain and grow.

Traditional Model

In the Traditional Model, we offer an extensive broker/dealer and advisory services platform to advisors seeking a corporate RIA and broker/dealer relationship. NFP Advisor Services Group provides an open architecture platform so our advisors can choose some of the best products and services for their clients. We have created a robust technology and service platform to help traditional advisors manage their business as efficiently as possible.

Hybrid Model

As more independent advisors open their own RIA firms, the need to affiliate with a partner who can provide an integrated technology and service solution becomes imperative. For these Hybrid Model advisors, we offer IndeSuite^SM. IndeSuite combines AdvisorComplete, an integrated work station that aligns all client data and daily business functions, with AdvisorEnterprise, which provides a comprehensive asset management platform delivering third-party, advisor-built and advisor-managed solutions. This sophisticated technology and service solution helps advisors gain efficiencies so they can spend more time building business and less time on operations.

Independent Model

Many advisors choose to maintain solely an RIA relationship, deciding not to affiliate with a broker/dealer. In the Independent Model, NFP IndeSuite supports advisors the same way we do hybrid and traditional models. We offer an integrated service and technology solution to help firms build scale and grow.

Regardless of how you choose to work with ASG, we offer the tools, products and support necessary for you to run your business as you choose.

Freedom of Choice

In a complex marketplace, it’s important to understand what differentiates NFP Advisor Services Group. Our open architecture platform allows you to create customized solutions for your clients without the pressure to use certain products or platforms. You have quick access to a wide range of high quality investment solutions including:

Advisory services
Alternative investments
Bonds
Corporate benefits
Education savings plans
Equities
Fixed products managed accounts

Mutual funds
Research
Retirement services
Trust services
Variable annuities
Variable life
Wealth management

Technology and Service

Our leading technology platform simplifies open architecture by integrating account opening, client data and billing, trading and asset management functions and compensation information in a single workstation. This allows you and your team to spend less time on operations and process – and more time growing your business. Full technology integration can boost advisor revenue to by up to 30 percent.²

But we’re not just a technology company. We believe in the power of relationships. Our highly trained associates are committed to understanding your business, and are available to help you with everything from account opening to complex case consultation. We provide support in the following areas:

Footnotes

1. As ranked by Investment News, Investment Advisor and Financial Planning magazines.
2. Aite Group, "RIA Technology Integration: The True Opportunity Cost of Inefficiency." September, 2011.

NFP Advisor Services Group is a business segment of National Financial Partners Corp. (NFP) that includes NFP subsidiaries NFP Securities, Inc., member FINRA/SIPC and NFP IndeSuite, Inc.