Recommended By Our Clients.
Recognized by USA Today and Statista as one of the Best Financial Advisory Firms 2023, based on peer & client recommendations and growth of Assets under Management.
People, Values, Culture
The Principles on Which Continuum is Built
At Continuum Advisory, we believe that the whole is greater than the individual sum of its parts. Built by advisors, for advisors, our mission is simple: help successful investment professionals accelerate growth, optimize efficiency, and realize their true potential. In an industry where everything looks similar, Continuum provides a uniquely dynamic experience for advisors who share our same vision, values, and culture.
2016
Founded
$3B+
AUA
20
Wealth Management Firms
2
Custodial Platforms
30%+
Average Annual Growth Rate
Accelerate Growth
Robust and flexible investment management platforms
Digital marketing & Consulting resources to enhance your brand
An innovative platform of wealth management solutions
Generate Ideas
An ecosystem of experienced professionals, powerful technology, and collaborative colleagues
An annual summit of Continuum advisors, peers, and partners
A community of ongoing engagement and idea sharing with like-minded professionals
Streamline Technology
Fully digitized tech experience for clients and advisors
End-to-end integration for CRM, planning, and investment management
Ability to manage entire business operations from smart phone or tablet