Kingsview Partners

A rapidly growing wealth management platform and national independent registered investment advisor (RIA) that enables financial advisors to operate independently while benefiting from the infrastructure, resources and support of a scaled firm

Investment Theme

Within the approximately $51 trillion U.S. intermediated wealth market, RIAs represent one of the fastest-growing channels as advisors increasingly seek greater autonomy and operational flexibility. Kingsview meets this demand through a differentiated, fully supported independent model that combines wealth management, asset management and insurance capabilities. The company provides advisors with tailored transition and onboarding support, institutional-quality technology, compliance, operations and marketing resources, and access to proprietary and third-party investment solutions.