Broker Check

For AdvisorsThere's more than
one way to build here.

WCG is built for a certain kind of advisor: consultative, collaborative, growth-minded and focused on the long-term picture for every client. If that sounds like you, the structure of your business shouldn't stand in the way.

We meet you where you are today.

Most of our advisors run hybrid practices, and more are moving to a fee-only RIA model every year. Whichever path you're on, our platform is built to help you make the move with as little disruption as possible to you, your team and your clients.

Hybrid RIA: where most of our advisors build

Run your advisory business through WCG's RIA and keep serving brokerage clients through our relationship with LPL Financial, an industry leader. With multiple custodians available, you get a broader range of investment strategies and technology, and more ways to serve or acquire clients held elsewhere.

RIA-Only: for the fully fee-based practice

RIA-Only: for the fully fee-based practice

More advisors are moving to a fee-only model, and WCG is built to support that move. As your Registered Investment Advisor, WCG gives you a choice of custodians, with no broker-dealer affiliation required.

Supervision & Support: more than oversight

Supervision & Support: more than oversight

In this model, LPL Financial serves as your broker-dealer and RIA, and WCG provides your supervision and regulatory support. Many firms in that role stop at supervision. At WCG, you also get our full range of resources, planning support and advisor community. This option is open to advisors coming from any firm.

Why It WorksIndependent, with the right partners behind you

WCG is the firm you join. Behind you is a network of industry-leading brokerage and custodial partners, with more than one custodian to choose from. You get institutional depth and scale, with the flexibility and community of a firm built around advisors.

Long-Term ValueWhat you build here is worth something

The model you choose shapes what your practice is worth, not just how it runs. WCG can help you grow, access capital to acquire, and plan your succession or transition on your terms.

Why It WorksIndependent, with the right partners behind you

WCG is the firm you join. For brokerage and custody, we work with LPL Financial, an industry leader, along with Schwab and other custodians. You get institutional depth and scale, with the flexibility and community of a firm built around advisors.

Long-Term ValueWhat you build here is worth something

The model you choose shapes what your practice is worth, not just how it runs. WCG can help you grow, access capital to acquire, and plan your succession or transition on your terms.


With WCG, we have access to resources for financial planning, investment management, and estate planning. We don’t have to build every component ourselves, and that gives us more ways to support our clients.

Aaron H.

This endorsement reflects the personal views of Aaron H., Wealth Advisor, as of 09/15/2026. Aaron received no compensation, direct or indirect, for this endorsement. As an Investment Advisor Representative of Gen 4 Wealth Advisors, however, Aaron's compensation and continued employment create an incentive to describe the firm favorably, which is a material conflict of interest. This reflects one advisor's personal experience and may not represent the experience of other advisors or clients of the firm.

Not Sure Which Model Fits? Let's Talk It Through.

Tell us where your practice is today and where you want it to go. We'll walk you through how each model works at WCG, and what a move would look like for you, your team and your clients.

Start a confidential conversation