Look no further. Whether you are a fee-based only investment advisor or a hybrid, we support both. Will you be a permanent tuck-in or leave open the possibility of launching your own RIA? Either is fine with us. Regardless of your current business model or what it might become, you can leverage our experience to help you grow the right way. Let our independence ignite yours!

Having launched our RIA in 2001, we were an early entry into the hybrid industry. We understand your challenges, and like you, value independence. In partnering with PCS, you’ll benefit from our experience in meeting your clients’ goals. Our mission will always be to support the hybrid advisor. We believe this model is here to stay and we are THE solution for independent advisors who share this vision.

  • We’re right-sized; able to handle complexity, yet capable of providing personalized service.
  • We offer turn-key portfolios, branded to you, and delivered in a fully digital process. You can offer your own custom models as well. Our platform is intuitive, powerful, and easy to use.
  • PCS Advisors is multi-custodian: Charles Schwab & Co., Inc., Pershing Advisor Solutions, and TD Ameritrade.
  • You’ll have direct access to senior management and home office staff.

Every decision we make centers around three key principals to benefit you: Simplicity – Freedom – Growth. Let us lead the way.

Thanks for your interest. We’re serious about our commitment to excellence, and we hope to partner with you soon!

Ernest Sampson, CFP®, ChFC, AEP
Chief Executive Officer

"Our partnership with PCS has been amazing! We should have made the change long ago! From personal relationships with the executive team to day-to-day operations, their service and support has made doing business so easy!" -Jennifer Rose Luippold, CCO, Castle Rock Wealth Management "Our partnership with PCS has been amazing! We should have made the change long ago! From personal relationships with the executive team to day-to-day operations, their service and support has made doing business so easy!" -Jennifer Rose Luippold, CCO, Castle Rock Wealth Management