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Independent RIAs

Looking to grow, simplify your operations, or plan for succession? We have the investment management and tech tools to support the next phase of your business and make a difference for your clients.

Breakaway Advisors

Looking to leave your firm and launch your own RIA, but don’t know where to start? We’ll guide you through the process, support all aspects of running your RIA, and help differentiate your practice from the rest.

We know business gets complicated—a simpler approach is within your reach.

Access.

Gain the tools and resources you need to solve your investment management challenges.

Efficiency.

Reduce the time spent managing so many different software providers and business systems .

Connection.

Feel a sense of support from other advisors facing similar challenges and collaborate on growth and success opportunities.

Breaking away can be scary—but with the right tools, it can be the most exciting move of your career.

Plan.

Chart the best path forward for your practice and gain the resources you need to make it happen.

Transition.

Launch your new business with a supportive team of tech and investment management professionals in your corner.

Thrive.

Outsource many of the challenges that go along with running your practice and achieve the independence you’re seeking.

Independent RIAs

Looking to grow, simplify your operations, or plan for succession? We have the investment management and tech tools to support the next phase of your business and make a difference for your clients.

Simplify your operation

We know business gets complicated—a simpler approach is within your reach.

Access.

Gain the tools and resources you need to solve your investment management challenges.

Efficiency.

Reduce the time spent managing so many different software providers and business systems .

Connection.

Feel a sense of support from other advisors facing similar challenges and collaborate on growth and success opportunities.

Breakaway Advisors

Looking to leave your firm and launch your own RIA, but don’t know where to start? We’ll guide you through the process, support all aspects of running your RIA, and help differentiate your practice from the rest.

Take a step forward

Breaking away can be scary—but with the right tools, it can be the most exciting move of your career.

Plan.

Chart the best path forward for your practice and gain the resources you need to make it happen.

Transition.

Launch your new business with a supportive team of tech and investment management professionals in your corner.

Thrive.

Outsource many of the challenges that go along with running your practice and achieve the independence you’re seeking.

The support you need, the income and independence you deserve.

Running an independent practice isn’t easy. Choose a partner who empowers you to do more of what you want by giving you what you need.

The BAS
Difference

Burney Advisor Services is a platform that supports all aspects of running an RIA—investment management, financial planning, technology, cybersecurity, professional services and staff support—while preserving an advisor’s independence.

Nearly 50 years ago, advisors began using our active equity analytical system to grow their client portfolios. Seeing our tools and resources positively impact advisors and their clients, we expanded our support model to enable advisors to do even more.

The result is Burney Advisor Services. BAS provides what you need—and want—to meet your goals. Are you launching an RIA, growing an existing one, or working on a succession plan? Let’s work together to get you there.

Gain access to industry-leading, customizable technology and proprietary SMA investment management and trading.
Our highly credentialed Investment Committee has a combined 100+ years of investment experience.

BAS gives you options.

You choose the package of services that's best for you.

Investment Management / OCIO

Tap into our research, analytics and active equity resources to manage your client portfolios, or allow us to do it for you with our full service discretionary portfolio management and trading option.

Technology & Cybersecurity

Choosing BAS means we provide you with everything you need to create a first-class client experience - technology that works for you.

Transition Support

Our clearly defined integration process will make your transition into a BAS partnership as seamless as possible—minimizing any disruption to your clients.

BAS Community of Advisors

Choosing to be independent doesn’t mean you have to be alone. Share ideas, learn best practices, find opportunities for growth, partnerships, and succession, and continue evolving into the advisor you want to be.

Fractional Staffing

You have a team behind you when you choose BAS. Our client service associates and paraplanners are available to support you every step of the way as you make your transition, and as needed throughout our partnership.

Market Commentary & Investment Research

We provide you with timely and pertinent information to share with your clients.

BAS Affiliation Options Guide

Ready to learn more about ways to join?

Take a look at our Affiliation Options guide for the various packages you can choose from when you join BAS.

Your path forward

Meet

Together, let’s discuss your goals, challenges, and what makes your practice unique to find out if BAS is the right fit for your business.

Transition

We’ll create a comprehensive integration plan, setting you up for a smooth transition.

Launch

You spend more time nurturing client relationships and less time worrying about transactions, technology and logistics.

Let's chat about how you can meet your goals by partnering with BAS