Turnkey Investment Platform

Your Choice For Independence.

Southland provides successful investment advisors and RIAs across the United States a turnkey plug and play investment and services platform to provide for growth in building their firm, their brand, their client’s net worth, and their bottom line.

We're Here For You.

 

Southland expands the opportunities and scale for advisors in the market place. Southland services are designed to be comprehensive and support our network of advisors and RIAs. The investment, technology and services platform, which includes operations, administration, and compliance support for Advisors and RIAs, has been put together by advisors for advisors.

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    Institutional Platforms

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    Community Oriented Network

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    Self-Branding

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    Independence

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    Tailored Support

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    Investment Products

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    Technology Integration

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    Positive Environment

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    Risk Mitigation Coverage

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    Comprehensive Transition Process

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    Traditional Insurance Assistance

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    A True Partner to Success

We Treat You Like a Person, Not a Number.

 

Each advisor is unique, and we are not here to force a square peg in a round hole. You will be known by your first name and not asked for your advisor number when speaking with us. We value our relationships and thrive to make a difference in the lives of our advisors and their staff.

  • aEach practice and advisor is unique.
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National Network of Advisors

 

Our Nationwide network partners with our Advisors who wish to achieve more by outsourcing and streamlining to improve efficiency and grow their business. Together, we create a powerful community of Advisors that promote collaboration, sharing of best practices, and scale that ultimately benefit all Advisors, firms, staff as well as clients.

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Network Map

Why Choose Southland?

 
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Advisor Reviews

Chris in Abington, VA
Independent Advisor
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"Southland’s technology is cutting edge and the back office is the best I’ve worked with in twenty years. Southland is ahead of the curve in technology, back office support and leadership. They support you the way other firms only talk about."

Gayle in Kahului, HI
Independent Advisor
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"Southland eliminates tedious red tape and back office bureaucracy with a streamlined platform – less admin and more time with clients!"

Jim in Cleveland, OH
Independent Advisor
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"The back office is terrific. We rely on them every day for support with operational or investment related issues. Their response and execution is immediate."

Bob in Cincinnati, OH
Independent Advisor
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" Southland has a highly competitive platform, service that is second to none, and the technology for an advisor to run a profitable and efficient wealth management firm."

Ready to Get in Touch?

 
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Phone

434-202-1345 | Fax: 770-992-2190
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Administrative Office

4970 Fairhaven Way, Roswell, GA 30075
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Email

eric@southlandep.com

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Call 434-202-1345 to Get Started!

Please feel free to contact us directly at 434-202-1345 to learn more about Southland and how we can help grow your business.

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