AdvisorNet Financial is an independent firm owned by 49 shareholders, comprised of affiliated financial advisors and key employees. That structure shapes how we operate. Decisions are made with advisors in mind, not outside investors or a parent company. Advisors have direct access to firm leadership, a voice in the company’s direction, and the opportunity to participate in ownership alongside the people they work with every day. 

This is what sets AdvisorNet apart. Our advisors are not simply affiliating with a platform. They are joining a firm where the people running it have a genuine stake in their success.

AdvisorNet provides affiliated advisors with access to a curated set of technology platforms designed to support financial planning, portfolio management, and client engagement. We stay current with the tools that matter most so you can focus on your clients, including: 

• Orion — A unified wealth management platform integrating portfolio management, reporting, compliance, and client engagement tools into a single solution. 
  
• Black Diamond — A portfolio reporting and performance platform  
  
• Wealth.com — A self-service estate planning portal that enables clients to create and manage essential documents including wills, trusts, healthcare directives, and powers of attorney. 
  
• eMoney — A comprehensive financial planning platform known for its advanced cash flow modeling, client portal, and interactive scenario planning tools for complex client situations. 
  
• MoneyGuidePro — A goals-based financial planning software that helps advisors build and present clear, client-friendly plans with an efficient and straightforward workflow. 

AdvisorNet’s leadership team brings deep experience across operations, advisor growth, marketing, and planning. Their shared focus is strengthening the firm while helping independent advisors build sustainable, client-centered businesses.

AdvisorNet is built on collaboration, long-term relationships, and shared success. We look for people who enjoy solving problems, supporting advisors, and helping build solutions that strengthen independent businesses. If you want to be part of a team focused on partnership and progress, we would love to connect.

At AdvisorNet, community involvement is a core part of who we are. We believe that meaningful success extends beyond business results and into the lives we touch every day. Giving back matters deeply to our staff and advisor community because it reflects our shared values of service, integrity, and long-term impact. Whether through volunteering, mentorship, charitable partnerships, or local engagement, our team is committed to strengthening the communities where we live and work. By supporting causes that matter to our people and our advisors, we foster connection, purpose, and a culture centered on making a difference together.