Join

As an investment advisor

Universal Wealth agents, outside experienced advisors with client books, career changers and career starters are welcome. No prior UW affiliation or existing client book is required for the new-advisor path.

Start the advisor conversation Explore referrals first

Built for every career stage

Build on an existing practice or begin your advisory career with a reviewed path.

Registered advisors with existing client books

Career starters and new advisors beginning without a client book

Independent insurance agents with established books of business

Tax preparers who see client planning gaps every season

CPAs and accountants who want a more complete advisory relationship

Bookkeepers supporting business owners and household finances

Estate planning attorneys supporting client legacy goals

Career changers preparing for an advisory role

Three starting points. One review process.

Where are you starting?

Outside advisors are welcome; UW affiliation is not required. Current or former UW connections and recruiter introductions are optional self-reported context, separate from qualifications and firm approval.

01 · UW and referral partners

Turn your referral experience into a registered advisory career.

Referral partners remain uncompensated for client introductions unless licensed as an Investment Adviser Representative (IAR). If you are ready to expand your service offering and pursue an advisory role, we provide a structured review process, Series 65 guidance, and turn-key onboarding.

Registration alone does not establish a right to compensation. Advisory compensation is separate from referral introductions and requires applicable registration, firm approval and an executed agreement.

1. Prepare: study for Series 65 or document an applicable examination exemption.
2. Apply: submit your qualifications using the email associated with any existing referral records, if applicable.
3. Complete review: background, disclosures, registration and written onboarding terms.
4. Begin after approval: provide advisory services only once required registration and firm approval are complete.

Apply Through Referral Partner Pathway

02 · New advisors and career changers

Start an advisory career from where you are.

For career changers and new industry entrants. No prior UW affiliation or existing client book is required. Qualifications, registration and firm approval remain subject to review.

Explore New Advisor Onboarding Start my advisor journey

03 · Established advisors

Bring your experience. Plan your next chapter.

For experienced representatives and independent candidates seeking an RIA platform with CRM, personalized pages, custodial coordination and compliance support.

Document your current exams, designation and registration history.
Share your approach to client relationships and a resume or LinkedIn profile.
Optionally estimate your transferable client book; all transfers depend on client choice and eligibility.
Review the transition, outside activities and onboarding scope with Meridian.

Apply as an established advisor

Explore Advisor Practice Transition

Built by Advisors, for Advisors

The client relationship belongs to you—not the firm. We provide the infrastructure, technology, and strategic network so you can serve your clients without corporate friction.

Complete Practice Autonomy ('The Playground')

You own your client relationships. We provide multi-custodial flexibility across leading industry platforms so you can tailor solutions to every client without rigid corporate mandates.

Competitive Fee-Based Compensation

Enjoy highly competitive, transparent fee splits designed for growing advisors, paired with low operational overhead and zero hidden fees.

Fully Digital Tech Stack & Compliance

Modern Wealthbox-driven CRM, paperless client onboarding, and automated compliance tools keep you compliant while minimizing administrative paperwork.

20+ Years of Business & Legal Connections

Tap directly into our established two-decade network of CPAs, estate planning attorneys, business owners, and tax experts to deliver holistic wealth solutions.

Custodian availability, compensation, technology and support are confirmed during onboarding. Access to multiple top-tier custodians depends on available arrangements and account eligibility. Autonomy remains subject to client choice, applicable agreements, registration requirements and Meridian's supervisory policies. Third-party costs may apply.

Advisor pathway

Steps to becoming an MVP advisor

Start with an alignment conversation

We learn about your existing practice, client base, specialties, and how advisory services could strengthen the work you already do.

Confirm licensing and registration path

If you already hold the right license, we map your onboarding path. If not, we help you understand the Series 65 requirement and next steps.

Prepare for the Series 65 when needed

The Series 65 helps qualify professionals to provide investment advisory guidance. We provide space here for our preferred study exam resource.

Onboard into MVP systems

Once ready, we help you understand compliance expectations, client workflows, dashboards, and the support structure around your advisory work.

Serve clients with a broader planning lens

You can deepen relationships by connecting investments, insurance, taxes, retirement, estate planning, and business-owner strategy.

Advisor portal demo mode

Practice inside an advisor dashboard

Explore a sample MVP advisor workspace with prospect stages, planning priorities, compliance reminders, and next-best actions. This is a safe demo using sample data only.

MVP advisor workspace

Today's advisory command center

Demo mode

Active households

Across onboarding and review

Next steps

Due this week

Pipeline

$3.8M

Sample planning opportunities

Selected household

Jordan Ellis

$1.2M planning household

Risk lens

Moderate growth

Next action

Prepare coordinated planning agenda

Need your Series 65?

If you do not have a Series 65 license yet, we can point you toward our preferred study exam resource before you begin the advisor track.

Series 65 study exam resource

Preferred backlink coming soon. This space is reserved for our Series 65 study exam of choice.

Not ready to become licensed?

Our referral program lets established professionals introduce clients to MVP while staying focused on the business they already run. It can be a practical bridge if you want to help clients now while considering a future advisory path.

Learn about the affiliate path

Grow with MVP

Bring more complete planning to clients who already trust you

Start now