At LinePoint, we understand the intricate lines of service and support financial advisors
need to reach the point of true independence.

LinePoint Partners & Co. is a registered investment adviser, founded by industry leaders and seasoned practitioners who have built and operated successful single-family offices and wealth management firms.

Drawing from our unique experience serving ultra-high-net-worth clients and investing alongside them, we offer established financial advisors a compelling breakaway opportunity — to align their advisory practice with a trusted partner and platform that provides the intellectual capital and resources needed to move upmarket with their book of business.

Our relationship-driven advisor service model addresses the limitations posed by today’s wirehouses and broker-dealers while leveraging the best of what premier global institutions have to offer.

We envision the advisor experience not as it is, but as it should be:

  • Full transparency
  • True autonomy
  • Enhanced economic structure
  • Control of your book
  • A refreshing culture of collaboration and support
  • Flexibility to maximize and monetize your value

Affiliate advisors gain access to LinePoint’s:

  • Comprehensive suite of family-office-caliber services
  • Leading-edge technology
  • Sophisticated planning expertise
  • Exclusive investment solutions
  • Robust operational support

Independence Starts Here.

For more information on LinePoint, please complete our form below or contact us at +1 (323) 886-3635.

Advisor Inquiries

If you are an advisor looking to explore your independence opportunities, and would like more information on LinePoint, start a conversation with us, by checking below.

Exclusive Round Table Dinners — Join Us

If you are a financial advisor interested in our breakaway offering or wish to join our roundtable dinners in New York or Los Angeles, where we discuss how advisors can leverage independent channels while still benefiting from the resources of major institutions, we invite you to join us. Please check below.

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