To learn more about the professional history of our financial advisor(s), please visit FINRA’s BrokerCheck.
THE WOODBURY FINANCIAL PERSPECTIVE
Woodbury offers you the flexibility to run your practice as you want in a culture that rewards hard work, good thinking and genuine values. Furthermore we feature an industry-unique regional network that delivers unparalleled support right where you live and work. If you are an independent advisor or looking to become one, then we should talk.
Unconditionally Committed to Advisors for Over 45 Years
Since our early days as a firm in 1968, we have been unconditionally committed to strengthening and supporting the advisors we serve. In fact, it’s an uncommon commitment. To ensure that you have what you need to succeed in today’s environment, we do something radical in the industry—we listen. Your input tells us what needs to be done and then we go out and do it. Our advisors help shape Woodbury and we are the better for it.
Perhaps that’s why more than 1,200 advisors are pleased to call Woodbury home. Together they represent $29 billion in client assets under management with an average annual GDC of $226,000. And with a tenure of 8.5 years and a 97% retention rate on average, we know that when advisors choose us they tend to stay for a long time. That not only makes us proud, it makes us work harder on their behalf.
When an advisor decides to choose Woodbury as their broker-dealer, we find they want to stay—8.5 years on average in fact and often to the end of their career.
Top producers—and ours average over $226,000 in annual GDC—like what they’ve found with us because we deliver the tools, support and stability they are seeking.
You Are in Total Control with Flexibility, Tools and Options
We want you to do business your way. We understand that you have a vision to take your already successful practice to an even better place and the bottom line is that only you know the best way to manage it. And that’s why Woodbury puts advisors like you in control by delivering flexibility to run their business the way they want with affiliation options designed around you, not us. We simply come alongside to strengthen what you’ve already built.
Your ability to excel in your practice is also tied to having the right tools to get the job done. That’s why Woodbury is dedicated to developing the programs, systems, advanced technology, and products necessary for success. These include a suite of solutions for business planning, streamlined offices, portfolio management, and a wide range of powerful resources integrated into one dynamic resource center.
Our liberating “open architecture” approach is designed to maximize your flexibility and support so that it fits the way you want to do business.
Choose from a wide range of affiliation options and we’ll help ensure that you are in your comfort zone: Independent, Branch or RIA models.
Woodbury: Big-Firm Resources with Small-Firm Attention
Over the decades, we have developed what we believe is the ideal environment for hard-working advisors to prosper and flourish. That’s because the people we serve enjoy the best of all worlds—big-firm resources with small-firm attention. As part of one of the largest truly independent broker-dealer networks in the industry we have strength and resources and yet have maintained a genuine family feel throughout the organization.
And we take it even further through our extensive network of regional vice presidents that ensure you get daily support when and where you need it. This approach is unique in the industry and through it you can count on personalized support in everything from marketing and product recommendations to compliance, business-building, and learning opportunities. We invite you to talk to one of our advisors and discover how special this system really is.
Our exclusive VISION2020 Portal integrates all of our online resources into one cohesive application so you can provide the highest levels of client service.
Our Investment Advisory Services team delivers investment solutions through a web-based, advisory platform featuring institutional-grade model portfolios.
A Proud Member of One of the Premier Broker-Dealer Networks
Woodbury Financial is a member of Advisor Group, among the most significant networks of independent broker-dealers in the United States. Along with the other member firms—Royal Alliance Associates, SagePoint Financial, and FSC Securities—we foster an entrepreneurial spirit of independence that is reflected in a total of 5,000 affiliated advisors. There is both strength and stability in numbers.
Advisor Group lists over $1.3 billion in cumulative gross revenue with $164 billion in total client assets as of year-end 2014. Led by President & CEO Erica McGinnis, the company boasts an impressive 97% advisor retention rate with an average tenure of nearly 10 years. Our firms enjoy the strength and backing of one the most significant broker-dealer networks in the industry.
Our client assets under management reflect the hard work of our dedicated advisors and why more join us every month for a fresh broker-dealer experience.
Woodbury is backed by Advisor Group and, as a result, our advisors enjoy the stability of one of the most powerful broker-dealer networks.
A regional network of support
Unlike other broker-dealers that may struggle to support advisors in the field, we place dedicated and experienced executives in ten regions throughout the nation to ensure that the immediate attention you need is just around the corner and ready to respond.
Let’s have a conversation
We understand that making a move is a big change. By providing us with a little information about you and your background, we can propose solutions customized for your situation. Please complete and submit the form below and we will be in touch very soon.