SOLUTIONS
The infrastructure behind independent growth.
Solid State provides the operational foundation independent advisors need to build, grow, and run their businesses efficiently—without operating alone.
Community
successful independent advisors.
You don't have to figure it out alone. Solid State connects you with a curated community of established independent advisors who share insights, solve problems together, and push each other to grow. It's a network built on trust, collaboration, and the shared pursuit of excellence.
Trade Overlay & Consulting
execution and consulting.
Our trade desk and consulting team bring institutional experience to your practice. From manager research and due diligence to portfolio construction and ongoing trade support, we help you implement smarter strategies and stay focused on what you do best—serving your clients.
RIA/IAR Compliance
without surrendering independence.
Compliance built for independents. We provide the policies, procedures, and ongoing guidance you need to run a compliant business with confidence—without unnecessary bureaucracy or one-size-fits-all solutions.
Transition Support
you are to Solid State.
Transitions are complex—we make them simple. Our team guides you through every step, from due diligence to client communication and system setup, ensuring a smooth move with minimal disruption to you and your clients.
Custodial Relationships
around advisor choice.
We maintain strong, strategic relationships with leading custodians to give you choice and flexibility. You stay independent—your clients stay well-served—while we handle the heavy lifting behind the scenes.
Technology & Operations
an independent enterprise.
Powerful technology. Reliable support. Seamless operations. We provide the integrated systems, data, and operational support that keep your business running efficiently—so you can scale without adding unnecessary complexity.
Virtual Admin
the cost of carrying it when you don't.
Virtual Admin gives advisors the capacity of a dedicated staff member, without the overhead of hiring one. Our qualified admins handle much of the same work an in-house hire would—but because you're only paying for the time and tasks you actually use, more stays in your business, and in your pocket.
BUILT FOR THE REAL MOMENTS OF INDEPENDENCE
Every practice reaches a threshold.
THE SUPPORT YOU NEED CHANGES WITH IT
From the first step toward independence to building something that outlives you—we meet you where you are.
Solutions that come into focus at this threshold
Support
Compliance
Relationships
Operations
Support
Network
Solutions that come into focus at this threshold
Management
Excellence
Relationships
& Referral
Mentorship
Guidance
Solutions that come into focus at this threshold
Metrics
Management
Clients
Services
Your Team
Referrals & Cut Costs
Solutions that come into focus at this threshold
With Purpose
Profitability
Acquisition
Legacy Planning
Referral Pipeline
Collaboration
Solutions that come into focus at this threshold
Purpose
Advisor Enterprise
Leadership
Succession
Growth
Impact
Solutions that come
into focus at this threshold
Support
Compliance
Relationships
Operations
Support
Network
Solutions that come
into focus at this threshold
Portfolio
Management
Excellence
Relationships
Acquisition &
Referral
Mentorship
Hiring
Guidance
Solutions that come
into focus at this threshold
Your Metrics
Investment
Management
Clients
Services
Your Team
Referrals &
Cut Costs
Solutions that come
into focus at this threshold
With Purpose
Profitability
Acquisition
Legacy
Planning
Your Referral
Pipeline
Collaboration
Solutions that come
into focus at this threshold
Purpose
Advisor
Enterprise
Industry
Leadership
Succession
Strategic
Growth