Breakaways

… Charting Your Independence for Advisors at wirehouses, banks, and regionals

As an elite advisor,

you’re driven by the ambition to own your own business and by the desire to focus on your client relationships. You prioritize our client’s needs over corporate sales goals and packaged goods. But you feel boxed in by corporate restrictions that prioritize shareholders over clients and limit your imagination and passion. You, and your clients, deserve the best.

  • Scenic landscape with a body of turquoise water, green hills, and tall mountains in the background under a cloudy sky.

    Premium Technology

    You know you want to run your business without distractions, but need support to get started.

    Your Technology Stack.

    The infrastructure, operations and logistics. The legal and compliance. That’s where we come in.

    Breakaway
  • Modern house on green hills with snow-capped mountains in the background, cloudy sky

    Guided Independence

    Breakaway advisors from across the country join Compass for our “Guided Independence” approach. Our platform gives advisors the optionality they want

    Breakaway
  • Modern wooden building with large glass window, set against a mountainous landscape and grassy foreground.

    Solutions

    Our Solutions Stack were designed to be flexible to take advantage of the rapid explosion of financial technology tools, reduced costs of compliance so you can focus on growing your practice.

    Breakaway