Invest in a partnership built
to serve you better
We exist because our advisors choose to work with us. Discover the difference.
Distribution
powered by advisors
Stop building someone else’s IMO, earn ownership instead.
AdvisorShare is competitively positioned to provide financial advisors the most rewarding relationship available in the IMO space today and moving forward! Our unique model allows you to build equity in an IMO you actually own, giving you the opportunity to share in long-term value, not just short-term incentives.
Profit Sharing & Equity Payoff
No Cost to Ownership
Full Transparency on Override Revenue
Guided by & established on Three Pillars
Since founding and still adhered in all we do.
AdvisorShare was founded in 2020 by a team who wanted more transparency on how compensation, overrides, and revenue was allocated from the carriers they did business with. They wanted to learn and understand how equity within the company they worked for was assigned. Over the course of three years, they searched far and wide for such a partner only to find out that the partner they sought out did not actually exist. They set out to build an organization that would be guided and established by three pillars:
01
Client First, Best Interest, Mentality
At AdvisorShare, putting the client first isn’t a marketing slogan — it’s the foundation of everything we do.
We are committed to a fiduciary mindset that prioritizes the best interest of your clients at every stage of the planning process. Our platform is built to empower you to do what’s right — not what’s most profitable. When your clients succeed, so do you — and so do we.
02
Transparency in Pricing & Dynamics
Including the forces at play that affect your clients the most. We believe that trust is earned through honesty.
We openly share what others keep hidden — including override commissions — so you can make informed decisions with confidence. Our goal is to give you and your clients the clarity and insight needed to navigate a complex financial landscape with integrity and control.
03
Ownership Opportunities
You shouldn’t have to build someone else’s business without sharing in the value you help create.
That’s why 50% of AdvisorShare was structured to award ownership from inception. There is no buy-in — your ownership is earned through your business. As a vested partner, you’re not just supported by the IMO — you’re a stakeholder in its growth.
A true partnership that supports & rewards
Our platform is built to empower you.
01
Case Design and Product Support
Our team provides deep and detailed case design, product comparisons, and suitability guidance to help you deliver the best possible outcomes for your clients. With deep expertise across annuities, life insurance, and advanced strategies, you’ll receive customized support for every scenario. Explore how our advisor-first approach strengthens your business.
02
Advisor Portal
Gain access to a streamlined, advisor-focused portal that simplifies your workflow and puts essential tools at your fingertips. Track cases, access forms, view carrier information, and stay up to date—all in one place. Discover the features and functionality of the AdvisorPortal.
03
In-House Marketing Support
AdvisorShare offers advisors access to turnkey marketing resources designed to help you educate, attract, and convert ideal clients. From client-facing materials to seminar tools and strategic guidance, our team provides the support you need to grow with confidence. See how our marketing solutions can elevate your practice.
04
Ownership Opportunities
AdvisorShare is built on a groundbreaking advisor-ownership model, giving producing advisors the chance to earn equity in the IMO they help grow. This creates long-term value beyond traditional compensation and aligns your success with ours. Learn how our ownership structure sets us apart in the industry.
advisor portal
Tools & resources to grow your business
A centralized, advisor-focused portal that puts case tracking, carrier details, and essential tools at your fingertips.
Resources & Insights
Industry news, educational resources and marketing materials to empower advisors.
Brochure
ESTABLISHING A WEALTH VISION FOR INVESTORS
Our Wealth Vision and Lifestyle Protection Planning process can help you free up your time by allowing us to manage your estate and portfolio effectively and efficiently. Read our 3-Step Plan and how it works.
White Paper
Guaranteed Income-For-Life Products for the affluent… and Non-Affluent
Share in long-term
value, not just
short-term incentives. Partner with us.
True partnership means sharing in the future you help build. Our model empowers advisors with long-term equity and a seat at the table—not just short-term rewards.
