NationaL RECOGNITION & Industry Rank
Independent Solutions has been named to USA Today’s Best Financial Advisory Firms list for 2026 — a national recognition of the top registered investment advisory (RIA) firms in the United States.
This honor belongs first and foremost to our clients, whose trust and partnership make everything we do possible. Start the Conversation.
Developed in partnership with Statista, the ranking evaluates the nation’s top 1,000 RIA firms across two key dimensions: peer and client recommendations from an independent survey of more than 30,000 individuals, and both short-term and long-term growth in assets under management.
Years of Combined Investment Experience
Our Investment Committee brings together more than 250 years of combined experience navigating markets through every cycle, crisis, and opportunity the financial world has seen. This depth of expertise isn’t just a number — it’s a mosaic of perspectives shaped by different eras, disciplines, and investment philosophies.
The diversity of thought on our committee — spanning equity research, fixed income, alternative investments, and macroeconomic analysis — ensures that no single viewpoint dominates. Great ideas are challenged. Assumptions are tested. And the result is a more thoughtful, resilient investment process built around what matters most: your long-term financial success.
Tax & Accounting Professionals
Tax and Accounting Professionals can now partner with Independent Solutions Wealth Management (ISWM) to service their client’s investment needs. Working with ISWM, the tax professional can offer a variety of simple to highly scalable and customized wealth management solutions for their clients by working with a leader in the investment advisory space.
Private Wealth Group
The Private Wealth Group works collaboratively with you, your financial professional, and your tax and legal advisors to develop a comprehensive wealth plan centered on your personal goals, family priorities, and lifestyle. Explore Investment management and portfolio customization, Retirement income planning, Tax-efficient investing strategies, Estate and legacy planning, Charitable giving strategies, and more.
Asset Management Alliance
GROW. PROTECT. DIVERSIFY.
The Mechanics of a Sound Financial Strategy
Independent Solutions Wealth Management was founded by independent advisors who saw a need — and built the answer. Our mission: bring institutional-caliber investment strategies to independent advisors and their clients. Grounded in asset allocation, diversification, and modern portfolio theory, we offer tactical solutions designed to address varying market environments, risk tolerances, and client objectives within a disciplined framework.
Our professionally designed models are efficient, scalable, and cost-conscious — bridging the gap between Wall Street resources and Main Street advisors. We provide portfolio management, investment research, and operational support so advisors can focus on growing their practices and serving their clients. Built by independents, for independents.
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