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Focus on your clients.

We’ll take care of the rest.

 

Asset Management, Billing, Reporting, Trading and Full Support – all on one platform. Let Brinker Capital RIA Services simplify your business so you can deliver the planning and advice your clients need, along with the scalability you need to grow your business.

VALUED PARTNERS

All the Essentials on

One Dedicated Platform.

Client Experience
AdvisorClient

Imagine a client portal personalized for their specific needs.

Proposal Generation & Planning
AdvisorClient

Efficiently build proposals that best align with your client’s goals.

Account Opening & Onboarding
AdvisorClient

Skip the paper. Save the trees. Give your clients a modern account opening experience.

Investment Management & Research
AdvisorClient

Access the world’s leading money managers without leaving the platform.

Operations Support
AdvisorClient

Focus your efforts on your clients’ futures while our team handles the rest.

Hypothetical example for illustrative purposes only.

See the Brinker Difference

For 30 years, Brinker Capital has built a community of financial advisors that deliver better outcomes for their clients.
Brinker Capital RIA Services enhances this community through its commitment to working with advisors who are
experiencing rapid growth and are looking for a more personalized level of service.

Guided or Open Architecture Investment Solutions

Guided or Open Architecture Investment Solutions

Access the models you need or create your own with as much or as little guidance as you want from our team

Full Service Platform

Full Service Platform

Streamline portfolio management, reporting, research and client communications

Experienced Service Team

Experienced Service Team

Focus on serving your clients and growing your business without back office stress

Multi-custodial Platform

Multi-custodial Platform

Experience the freedom to custody
where you want

Elevated Client Experience

Elevated Client Experience

Give your clients private-labeled technology they will actually want to use

Why Brinker Capital?

We Understand Advisors

We’ve been in the financial advice industry for 30 years. In that time, we’ve built Brinker Capital into a national firm with over $20 billion AUM. In other words, we know how to start with just an idea and build it into something great.

We Understand Entrepreneurs

We’ve been there. We know what it’s like to start your own business, worried about whether you’ll be able to pay your bills. And we know what it’s like to keep growing to the point where you stop worrying about your bills, and start worrying about how you’ll handle all these clients. While that’s a nice problem to have, it’s still a problem. We can help you grow at a manageable scale.

We Understand RIAs

We put clients first and hold firmly to the fiduciary standard. We can help you grow at a fast pace, without leaving your integrity behind.

We Understand Client Service

We’ve provided elite level service to advisors for thirty years and understand everything that can get in the way. We handle your back-office tasks and provide technology to streamline everything else.

We Understand Client Growth

Capacity comes quickly. Advisors typically need plenty of time to expand their internal capacity. You got into this business to give people peace of mind regarding their finances, not to oversee HR. Let us handle your growth so you don’t have to wait for new employees to catch up.

Ready to See a Demo?

  1. Set up a time for our team to learn about you.
  2. We’ll talk you through what we do.
  3. We’ll develop a plan that meets your needs.
  4. We’ll help you implement.