Veranovia offers limitless opportunities for every type of advisor. Whether your candidate is a top producer, an emerging solo advisor, a breakaway team, an RIA, an insurance professional, or a career changer with business development experience, we have the flexibility, resources, and relationships to help them thrive.
We support independent, hybrid, RIA-only, dual-licensed, and insurance-only models in all 50 states with both remote and in-office options.
We offer competitive transition money for qualifying advisors based on their business model, production, and long-term goals. Support may come from Cambridge, Veranovia, or both, but it is always structured to create a smooth landing and long-term growth.
Veranovia empowers independent professionals to scale with purpose by providing access to experienced support, intentional infrastructure, and a trusted network, so they can grow their businesses without growing alone.
The first 90 days are seamless. From license transfers and U4 filings to tech setup, compliance onboarding, and client communication tools, our process eliminates confusion and keeps advisors focused on clients.
Advisors are not locked into one path. We support NFS, Schwab, and Pershing, allowing candidates to stay with what they know or move to the firm that fits their future goals.
We combine a modern tech stack with automation and integration support. Advisors gain access to eMoney, Wealthbox, Microsoft 365 E5, SharePoint, MyRepChat, and YCharts, along with full onboarding and training support.
Advisors have open communication with both our leadership team and Cambridge’s executive leadership. No corporate maze, just fast access to decision-makers.
Advisors attend national conferences, industry events, and collaborative workshops, gaining exposure to peers and industry leaders.
We are not a landing pad. We are a launchpad. Advisors receive ongoing development, wellness resources, branding support, and access to a collaborative network for long-term success.
We partnered with Cambridge because they align with our vision for a better industry. Cambridge is one of the top independent broker-dealers in the country, offering:
We partnered with Cambridge because they align with our vision for a better industry. Cambridge is one of the top independent broker-dealers in the country, offering:
We can accommodate nearly any qualified advisor or team. Our platform works for solo advisors, large teams, RIAs, hybrids, insurance professionals, and dual-licensed reps.
We handle every step, including U4 filings, tech setup, CRM onboarding, compliance guidance, and account transfers. We give advisors a dedicated point of contact and a step-by-step roadmap so there is no guesswork.
Yes. We provide a clear payout grid based on license type and production level. We walk through it with you and your candidate so expectations are aligned from day one.
We adapt to your style. Whether you want to be hands-on through every step or simply make the introduction, we keep the process smooth, transparent, and professional.
If you represent advisors who want more, we would love to explore how we can work together. We are relationship-driven, transparent, and focused on long-term success for every placement.
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