Entry Point Advisor Network

Member Firms

Big, Fast, and Flexible

Entry Point Advisor Network is the first distribution model of its kind. A model designed purely around the independent advisor’s or agent’s practice needs. While our Business Development Advisors are disrupting the traditional wholesale model, they wouldn’t be able to move the needle for our Advisors and Agents without our carefully curated body of member firms. Each member firm shares our commitment to enabling independent financial professionals and brings to the Network an impressive suite of services or solutions, which we vet as cost-effective, efficient, scalable, class-leading, and fiduciary in nature. Our Network is modular, so you can bolster your practice with our capabilities at your discretion – with as much or as little support as you want.

Elite Advisors Edge

Website URL: http://www.eaedge.com

Elite Advisors Edge is the independent financial professional’s choice for unrivaled access to fixed life insurance and annuities. Elite Advisors Edge’s fiduciary tendencies permeate every dimension of the business becoming your competitive edge for achieving the next level of success. Each and every member of the Elite Advisors Edge team, both in the field and…

Read More »


Website URL: http://www.simplyria.com

SimplyRIA is the Network’s go-to provider of turnkey RIA solutions – whether you’re looking to establish an RIA, join a firm, or need some compliance support SimplyRIA’s services are here to provide you a rapid completely custom scalable solution.

Read More »


Website URL: https://www.testeachersonline.com/entrypoint

Whether you are looking for CE Credits, Series 65 test preparation materials, or any other licensing and preparation courses Testeachers Online has the easy to follow curriculum which best assures your success. Through the Entry Point Advisor Network’s exclusive Member Firm channel, you can access their full suite of materials for 20% off. Simply follow…

Read More »

Alta Street

Website URL: http://www.altastreet.com

Alta Street is our go-to website and online marketing member firm, providing enterprises and advisors alike comprehensive services for digital domination. Their full-service suite enables you to tailor your project to your needs, goals, and constraints in order to maximize your ROI. In today’s marketplace your web presence is going to be your first impression,…

Read More »

Titan Capital Management

Website URL: http://www.titanmanagers.com/

Titan Capital Management is a premier member firm providing our advisors, solicitors, and firms exclusive access to their GIPS certified risk averse growth investing. Titan’s investment management is based on true tactical fundamentals and their vigorous commitment to capital preservation has guided their investors through markets of all kinds. To access Titan Capital Management and…

Read More »

The PT Services Group

Website URL: https://www.theptservicesgroup.com/

Since 1992, The PT Services Group has specialized in business-to-business appointment setting for the financial services and insurance industries. Their process is designed to build new sales pipelines for already successful producers and financial planners. The PT Services Group is owned, operated and staffed by professionals with expert knowledge of the financial services and insurance…

Read More »

A Smarter Way to Invest

Website URL: http://www.asmarterwaytoinvest.com

A Smarter Way to Invest is an institutional investment manager member firm and provides Advisors and Solicitors a comprehensive set of tactical investments. A Smarter Way to Invest’s disciplined models have specific strategies and empirical processes to deliver consistent progress towards long-term financial objectives. A Smarter Way to Invest’s flagship models, Dividend Growth and High…

Read More »

Folio Institutional

Website URL: http://www.folioinstitutional.com

Folio Institutional, a Division of FOLIOFN, is a premier boutique custodian built for independent fee-based Advisors. Folio’s impressive value proposition includes omnibus trading, attractive pricing, welcoming to new RIAs, an intuitive platform, paperless client acquisition, and is all inclusive of fee-billing, performance reporting and trading.

Read More »


Website URL: http://www.Riskalyze.com

Riskalyze is a widely recognized industry leader disrupting and innovating the way we quantify and evaluate risk, risk tolerance, and investment selection. They are proudly empowering Advisors to build more successful practices and fearless clients. Through Entry Point Advisor Network, you can receive access to Riskalyze’s software suite at a substantial discount. Simply choose the…

Read More »

Caitlin John Private Wealth Management

Website URL: http://www.caitlinjohn.com

Caitlin John Private Wealth Management is a retail facing boutique national RIA. As a member of protocol and the inspiration for much of our platform today, Caitlin John offers financial professionals of all kinds a turn-key platform to go RIA with impressive infrastructure, a broad suite of capabilities, and an intuitive advisory experience that is…

Read More »

Elite AMG

Website URL: http://www.eliteamg.com

If you’re looking for a way to bring your message to the web in a consistent, compelling, and compliant manner Elite AMG is here to develop and deploy a plan. EliteAMG’s advisor dashboard, online seminar on demands, and incredible team are ready to convey your message across life, annuity, and RIA.

Read More »

Tuttle Tactical Management

Website URL: http://www.tuttletactical.com

Tuttle Tactical Management is a Greenwich based trend aggregation tactical manager whose team includes Matthew Tuttle, Murray Rugerio, and more. Widely considered a pioneer in the Actively managed ETF field, Tuttle Tactical Management provides Advisors a tactically diverse suite of investment solutions through a variety of structures.

Read More »