Looking to launch new product
in the independent
Broker Dealer and RIA space?

Don't know where to start?

Alternative Advisers can help!!

Alternative Advisers was founded in 2014 to help new product sponsors create a roadmap to successfully introduce product and raise capital long term in the independent broker dealer and RIA marketplace.

Our services

With over 30 years of experience in this industry, along with having assisted in launching several successful new sponsors, Alternative Advisers provides a customized action plan to ensure our clients have a successful journey in this space that includes:

About our founder

FOUNDER | CEO Will has spent over 20 years in the financial services industry.  Since 2014,  Will has served as CEO for Alternative Advisers, LLC, a consulting firm for new sponsors looking to raise capital through the independent broker dealer and RIA channels. Here, he assists in all facets of the distribution model, from product/PPM development, marketing, key accounts, and building out the sales team.
Clients include Sortis, Participant Capital, OppZone Capital etc.  Prior to Alternative Advisers, Will has worked with several successful companies in building out distribution including ING Funds, Dividend Capital, and Preferred Apartment Communities.  His product experience spans over many product types including mutual funds, annuities, SMA/fee based accounts, REIT’s, and private placements.
In 2004, Will opened his own company that included a securities broker dealer that focused on a distribution program to financial planners for 1031 real estate programs. Will has assisted thousands of financial advisors in bringing substantial value to their clients and investment portfolios. Will has a BS in Business from Emmanuel College and holds a Series 7, 24, 63, and 65 securities licenses.

Network of independent advisors and marketing professionals

Copyright ©2021 Alternative Advisers. All Rights Reserved. Privacy – Policy || Terms & Conditions | Sitemap