Reach More Clients, Change More Lives
See what partnering with 91传媒 Engines can do for your business.
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For 40 years, 91传媒 Engines has operated on a simple yet powerful belief: everyone deserves the opportunity to move their financial life forward. Over the years, we鈥檝e joined forces with financial planners and RIAs that share our vision and have helped propel our firm forward.
We have become one of America鈥檚 top independent wealth planning and workplace investment advisory firms by always putting our clients first, and we are equally committed to the success of every financial planner, RIA owner, and employee that joins us. Whether planners or partner RIAs are seeking succession planning, growth acceleration, or additional capacity, we have a unique combination of resources to deliver significant value to planners, employees, and clients.
We are always innovating to better guide clients with the financial advice they need to thrive. Partnering with us means expanding your capabilities and setting your practice on a course designed for accelerated, sustained growth.
Let鈥檚 talk.
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A 叠补谤谤辞苍鈥檚 Top Independent Financial Advisory Firm Eight Years in a Row
Awarded each September, based on prior 12-month data through June 30
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Top managed account provider for workplace retirement plans
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Published 1Q 2026, based on prior 6-month data through December 31, 2025 as gathered by Cerulli Associates.
Why you should join us
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Elevated planner and client experience backed by technology
- Expert support for complex financial planning, tax, estate, and insurance
- Digital client and advisor tools to provide personalized advice at scale
- Low-cost, tax-efficient investments personalized for each client
- Multi-channel marketing platform generating pre-screened leads with meetings set for you
- Training and tools for Advisor-led business development
Comprehensive support and development
- Back and middle office 听supporting not only our clients
- Career development, practice management, and engagement programs
- Customized integration approach for your practice鈥檚 distinct needs
We are honored and excited to be joining 91传媒 Engines. Our shared approach to client service, education, financial planning and investment management makes this a great fit.
Sergio DeCurtis, CEO, NEPPS听
Partnering with 91传媒 Engines is the best decision I鈥檝e ever made. Their dedication to our success and commitment to providing advanced planning tools inspires our team to serve clients at a higher level.
Bill Schultheis,听Founder, Soundmark Wealth Management
The planner support in fantastic, especially the access to an advanced planning team to help our clients with more complex needs. Now, when a client comes in with a unique situation, I can say we have the right people to help.
Aaron Schmoekel, Director, Financial Planning, Smart Investor
Talk to us
Learn more about partnering with 91传媒 Engines.
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