ADVISOR OPPORTUNITIES
Join Ankerstar Wealth as an employee advisor or as an independent partner—whichever path fits your vision. Either way, you gain institutional-grade investment access backed by a powerful, integrated technology stack featuring Salesforce, Nitrogen, MoneyGuidePro, advanced portfolio analytics, intuitive dashboards, and fully customizable reporting.
Freedom to choose your structure. Strength to grow without limits. All with Ankerstar Wealth.
If interested reach out to Steve Ankerstar directly at:
Maximizing Life by Maximizing Wealth
Our Core Values
Efficiency
At Ankerstar Wealth, we prioritize seamless communication and long-term consistency. We work directly with your clients’ accountants, estate attorneys, and tax professionals to deliver coordinated, holistic advice. And with a stable, dedicated team, your clients experience continuity and personalized attention—not the frustration of being handed off from one advisor to another.
Transparency
At Ankerstar Wealth, we manage every financial relationship with complete transparency. Our fees are straightforward and easy to understand - no hidden charges, ever. And whether clients want to be deeply involved or take a more hands-off approach, our open investment process keeps them informed and confident at every step.
Integrity
(Fiduciary Responsibility)
At Ankerstar Wealth, we give advisors the freedom to do what’s right for their clients—without the conflicts that come from traditional firm structures. We don’t take custody of assets; instead, we work exclusively with independent custodians to ensure a secure and transparent experience. And because we offer no proprietary products, you’ll never be pushed toward in-house solutions. You have the freedom to recommend what truly serves your clients’ best interests, backed by a firm built on integrity, clarity, and independence.
Advisor Driven Technology Suite
We deliver a best-in-class, advisor-centric technology stack tailored to help you grow and serve clients at the highest level. Powered by industry leaders including Salesforce CRM, Nitrogen (formerly Riskalyze), MoneyGuidePro, and a curated suite of integrated tools, our platform gives you everything you need in one seamless environment.
Build sophisticated portfolios, illustrate risk alignment, create dynamic financial plans, generate clear client reports, and manage relationships efficiently—all with tools chosen and continuously refined based on advisor feedback.
Modern. Integrated. Proven. Technology that empowers you to focus on clients, not software.
Affiliation Options
Grow Your Practice
Join an established, independent RIA that gives you full control of your brand and clients, backed by institutional strength.
We deliver advanced technology, comprehensive middle- and back-office support, expert compliance, dedicated trading, customized marketing, and seamless acquisition/succession guidance—all under one roof.
Thrive in a true fiduciary environment while we handle operations so you can focus on growth and serving clients.
Elevate your practice. Partner with Ankerstar Wealth.
Succession Planning
When it’s time to retire, maximize the value of your life’s work with a seamless succession plan tailored to you. Ankerstar Wealth ensures your clients transition smoothly into a well-established, client-first RIA with proven infrastructure and unwavering fiduciary commitment.
We provide dedicated transition consultants, onsite support, continuity in branding and marketing, full technology integration, thorough due diligence guidance, and customized client transition packages—everything needed for a worry-free handover.
Secure your legacy and your clients’ future. Partner with Ankerstar Wealth for succession done right.
What You Get Joining
Ankerstar Wealth
When you partner with Ankerstar Wealth, you receive comprehensive support that powers your independence. We deliver a robust, proprietary platform with advanced risk planning, portfolio analysis, backtesting, sector forecasting, direct indexing, factor-based modeling, intuitive dashboards, and fully customizable reporting — all designed to streamline your practice and elevate client outcomes. Our dedicated team handles compliance, accounting, new account onboarding, transfers, money movement, retirement solutions, insurance, and trading, removing administrative burdens so you can stay focused on your clients. Our in-house marketing professionals collaborate with you to create tailored branding, website development, content, social media presence, and targeted campaigns that authentically represent your voice and attract your ideal clientele. From day one, Ankerstar Wealth equips you to grow and thrive — without compromise.
How We Work
We Will Ensure a Seamless Transition
At Ankerstar Wealth, your success is our priority from day one.
We’ll be with you every step of the way—handling paperwork with precision, equipping your team with cutting-edge technology, and ensuring a seamless transition so you can focus on what matters most: serving your clients without interruption.
Dedicated Transition Team
Dedicated Custodial Specialist
Compliance and Registration
Asset Transfer Expertise
