Key Areas of Support for Elite Advisor

We provide our advisors with a full-service home office support model. This includes all service and operations, but also a dedicated financial product contact, lending contacts, and additional specialists.

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Private Wealth and Institutional Solutions

Wealth Planning

Our full-service planning team supports your clients’ complex needs, from legacy planning to business succession, so you can deliver high-touch, personalized wealth advice with confidence.

Asset Management

Enhance your advice with institutional-grade portfolio solutions, tax-efficient strategies, and customized investment resources designed to elevate your client experience and deepen long-term relationships.

Tax Services

Proactively integrate tax strategy into your planning with dedicated support from Ashton Thomas Tax Advisory, a team of CPAs and experts to help you deliver the full scope of services today’s HNW clients deserve. 


  • Estate and Trust
  • Family Office
  • Business Succession
  • Banking Solutions
  • Retirement Plans
  • Institutional Asset 
Management
  • Business Tax Services
  • Institutional Banking Solutions
Advisors

68

SUPPORT STAFF

82

OFFICES

17 in 10
States

AUM AND AUA
(as of January 2025)

$9B

ARAX ECOSYSTEM PARTNER FIRMS AUA
(as of January 2025)

$22B

Structure for Every Aspect of Business

Compliance

Receive valuable insight into the compliance landscape so you can spend more time with clients.

Client Service

Free up valuable time to spend on business priorities as well as the quality of advice you provide to clients.

Marketing

Our team provides resources and experience to help you leverage marketing dollars.

Technology

Leverage the award-winning all-in-one wealth platform from Amplify.

Back Office

Insource middle- and back-office operational functions to improve productivity.

Staff and Overhead

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Succession Planning

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Human Resources

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Business Development

We provide a variety of financing options to assist with transition costs and growth opportunities.

Investment Solutions

Harness a scalable, flexible suite of investment solutions which proactively and effectively serve your clients.

Community

Increase your connectivity to like-minded, independent peers and build on shared knowledge.

Advanced Planning

Our team is comprised of credentialed and experienced professionals who help design customized solutions.

The Benefits of Joining Ashton Thomas

Leading-edge 
Technology

Extensive Advice 
Support Team

End-to-end White Glove Transition Experience

Done-for-You Business Infrastructure

Track Your Tasks and Transition Plan

Log into your portal to upload documents, view your transition plan, and track progress.

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