Own Your Book of Business—With the Support You Need

If you are a wirehouse advisor, chances are you are becoming more disenchanted with your employer every day. Instead of being treated like an important element of the firm, many wirehouse advisors feel they are treated like nothing more than a line item on a profit and loss statement. In the wirehouse world, it’s not your book of business; it’s the wirehouse’s book of business.

By partnering with GWM Advisors under our Wirehouse Lite™ solution, you own 100% of your book of business. Considering how hard you worked to build this valuable asset, it makes sense to us that you should own it. Our model combines the best benefits of both independence and wirehouses — individual ownership and the perks of being an independent advisor combined with the back office support and branch environment of a typical wirehouse. Welcome to the best of both worlds. Welcome to GWM Advisors.

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  • Baton Rouge Location

  • 6300 Corporate Boulevard, Suite 120
  • Baton Rouge, Louisiana 70809
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  • Phone: 225-930-4677
  • New Orleans Location

  • 639 Loyola Avenue, Suite 2100
  • New Orleans, Louisiana 70113
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  • Phone: 504-609-3696