True Autonomy

Part of true independence with Sovereign means that we will continue to offer our advisors more options that fit your business. We believe that regardless of the type of advisor, it's up to us to provide the right infrastructure in order for you to succeed.

When you select the model that best fits your practice, know that whatever path you choose, you can rely on us to deliver flexible, holistic support that works for you today and as your business grows.​

Working with the right broker-dealer makes all the difference.

"When I came on board, the CEO - John Dragotta, called to check how I was progressing and ask if I had questions. It was an overwhelming professional experience to be nurtured without demands and stipulations."

Four of Our Key Beliefs and Goals at Sovereign:

This review was originally posted on Feb 20, 2020 on the independent website 

1. Provide you with the best support in the industry.   

    (An absolute must for our CEO(or heads roll))

2. Be Ultra responsive. Be there when you need us.

    (This needed to be done yesterday work mentality)

3. Provide direction, if needed, for you to make any and all of your decisions.

    (We hate confusion and uncertainty)

4. Contribute to your ability to create a better work and home life balance.

     (What else are we doing this for)

"Real hard working group. Good, honest guys that know their stuff. Willing to teach you everything if you are serious and not wasting their time. I've been to quite a few places, NOTHING like this though."

This review was originally posted on Jun 19, 2015 on the independent website 

Compliance and Admin Support

Our compliance and administrative team at Sovereign are knowledgeable, experienced, and always respond to questions and inquiries quickly so that you can spend more time focusing on your clients and the success of your business instead of being held up waiting for answers. Go to work with the peace of mind that our compliance and administrative teams are working hard to provide you with the best possible support so that you can focus on running your business.

Independent But Never Alone.

"Best business model, easiest process, most friendly and knowledgeable support that will melt your heart!...Individualized one on one training was provided to ensure I was comfortable with the software systems."

This review was originally posted on Feb 20, 2020 on the independent website 

Protect Your Business and Your Legacy

We can help provide you with insight as to what your business is worth. Then assist you in the transition of your business according to your timing. 

All with the goal of doing this with as minimum disruption as possible.  A good plan can help you get the most out of your business. 

"I’ve had a career spanning two decades and I’ve never been treated with this much care and attention to my business needs."

This review was originally posted on Jan 5, 2018 on the independent website 

Let's do something amazing together.

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Want to talk right now? Call 844.JOIN.SOV