Turnkey Investment Platform

Your Choice for Independence.

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 and compliance support for Advisors and RIAs, has been put together by advisors for advisors. Our platform brings together all aspects of your business and everything into one place to run your business efficiently.
Every Advisor Is Unique.

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.

Compliance Support


Southland compliance provides support for the specialized needs of the advisors and RIAs of our network so they can do what they do best which is to address the needs of their clients and their practice. Each compliance program is tailored to the specific advisor and practice.

Southland Network Support


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.

Southland Products & Services

You will benefit from an array of products and services, institutional pricing, and cost transparency. We have multiple trading platforms as well as an industry-leading service platform.


Institutional Platforms

Open architecture and customizable institutional platforms.



Independence while being part of a much larger community.


Technology Integration

Multiple custodians and technology integration.


Comprehensive Transition Process

Hands-on approach in transitioning an advisors’ business.


Community Oriented Network

Cost efficiencies and buying power of a large-scale network.


Tailored Support

Tailored back office, compliance and operational support.


Positive Environment

An unconflicted and fiduciary client oriented environment.


Traditional Insurance Assistance

One-on-one assistance with your fixed insurance sales.



Enhance your service with self-brandable tools and reporting.


Investment Products

Access to leading investment products and technology.


Risk Mitigation Coverage

Risk mitigation coverage including E&O, D&O, Cyber, Bonded, and Crime.


A True Partner to Success

A winning path to your future, your firm, and your brand.

Ready to Get in Touch?



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

Administrative Office

4970 Fairhaven Way, Roswell, GA 30075

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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.