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A Growing Shift Toward Independence, Alignment, and Open Architecture

Financial advisors are rethinking what they want from their broker-dealer relationship. Across the industry, more advisors are gravitating toward platforms that prioritize independence, transparency, flexibility, and advisor alignment. One firm that continues to appear on evaluation shortlists is United Planners Financial Services of America.

You might have read about a recent move highlighted in the news, where a well-known advisory group transitioned to a more flexible, advisor-centered broker-dealer. While every situation is unique, moves like these reflect broader priorities that many advisors are now considering.

At 3xEquity, we help advisors compare broker-dealers confidentially and on their terms. Here is a deeper look at why advisors are paying attention to United Planners.

Advisor motivations have shifted in recent years. Instead of prioritizing payout alone, advisors are now focused on having more control, more optionality, and more autonomy. They want to choose their technology and custodial platforms. They want a transparent cost structure. They want a broker-dealer that supports how they intend to grow their business over the next decade.

This shift is creating momentum toward firms that offer open architecture and multi-custodial flexibility, which has helped elevate firms like United Planners into the conversation for advisors exploring a move.

The Larger Trend Toward Independence

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