Registered Investment Advisors: Realize Your Full Potential

Partner with Axos Advisor Services, a service-oriented custodian where RIAs are the sole focus. Access powerful, integrated custodial and banking solutions built for RIAs so you can offer a wider range of services to your clients.

Why Axos Advisor Services?

Axos Advisor Services is committed to help you and your business succeed. Working with RIA firms of all sizes, Axos Advisor Services facilitates the freedom and control of being independent while providing a strong support structure to lean on.

  • One-to-one service experience, uniquely designed to support you and your business

  • Flexible, state-of-the-art technology built to make you more efficient

  • Expertise and guidance to help you grow and succeed

  • Products and services to meet client needs and deliver a more holistic support

  • A non-competitive partner who promotes your brand not ours

Flexible Technology to Run Your Business Your Way

We offer flexible technology that is robust yet easy to use and based on your needs. You can use our bundled solution, Liberty, or customize your experience and integrate your own technology with our Open Access solution. Or, you can build a custom solution with the Axos API Only portal. Our bundled solution, Liberty, provides you with one application, one platform, and one easy-to-use interface, including:

  • Simplified portfolio management

  • Powerful rebalancing

  • Fee billing/processing

  • Performance reporting

  • Account aggregation

  • Advanced model management tools

Fuel Your RIA Firm’s Success

When it comes to building and maintaining a successful business, you need a partner who is willing to get to know and understand your business. Axos Advisor Services is that partner.

Unique Service Experience

Gain a partner who is flexible and adapts to your specific needs. Optimize your business model and get the support and technology you need to grow.

Your Own Client Service Team

Work closely with a dedicated service team that learns your business model and goals to help ensure your firm’s success.

Streamlined Conversion Process

Get comprehensive training and guidance for a smooth transition. You focus on your business while Axos handles the paperwork and details.

Let's Talk

Learn how Axos Advisor Services can help you grow your business. Call us at 866-776-0218. Or submit a request and the team will be in touch.