Financial Advisor Career Center

Your Practice. Your Equity. Your Future.

Build your independent financial advisory practice with the resources of a leading national RIA and the personal support of an established South Florida wealth management firm.

Whether you’re an independent financial advisor looking to grow, a wirehouse advisor considering independence, or an experienced practice owner exploring succession options, Ulin & Co. Wealth Management offers a flexible path forward.

Through our affiliation with NewEdge Advisors, you can access enterprise-level technology, investment resources, compliance support, and multi-custodial solutions while maintaining the independence and client-first philosophy that define your practice.

We believe successful advisors should spend more time advising clients and building relationships, and less time managing the operational demands of running a business.

Why Partner With Ulin & Co.?

• Practice Ownership: Maintain up to 100% ownership of your practice equity, depending on your affiliation structure, or explore customized merger, succession, and acquisition opportunities.
• National RIA Resources: Leverage the technology, compliance, investment solutions, and operational infrastructure of NewEdge Advisors.
• Custodial Flexibility: Access established custodial relationships, including Charles Schwab,  Fidelity, LPL Financial, Goldman Sachs and Raymond James- subject to platform eligibility and approval.
• Local Collaboration: Work alongside experienced professionals in Boca Raton while maintaining your own identity, client relationships, and business goals.
• Growth and Succession: Explore opportunities for practice expansion, professional collaboration, and long-term succession planning.

Your next career decision should strengthen both your business and your quality of life.

Call Jon Ulin, CFP®, Founder and Managing Principal, at (561) 210-7887 for a confidential conversation.

Partner With Us

Independent by Choice. Supported by Experience.

Founded in 2002, Ulin & Co. Wealth Management has spent more than two decades serving successful individuals, families, business owners, and retirees.

Our newly renovated Boca Raton offices offer a professional, collaborative environment with available office space and established infrastructure for qualified advisors.

Whether you want to join an established practice or continue operating your own independent business, we can explore a structure that fits your goals.

Our partnership with NewEdge Advisors provides access to the resources of a national RIA platform while Ulin & Co. offers the personal relationships, local presence, and practical experience of an established advisory business.

We’re interested in connecting with experienced, disciplined, client-focused financial advisors who value professionalism, independence, and long-term relationships.

Sell Your Practice

Protect the Business You’ve Built.

Your advisory practice represents years, sometimes decades, of hard work, trusted relationships, and accumulated equity.

Whether you’re approaching retirement, considering a merger, or simply planning for the unexpected, a thoughtful succession strategy can help protect your clients and the value of your business.

At Ulin & Co., we welcome conversations with advisors exploring:

• Practice Valuation and Acquisition: Evaluate potential sale structures, financial considerations, and long-term ownership goals.
• Gradual Succession: Develop a transition strategy that allows you to remain involved while preparing for retirement.
• Mergers and Partnerships: Explore combining resources, expanding capabilities, or sharing infrastructure.
• Client Continuity: Prioritize trusted relationships, consistent service, and the ongoing care of your clients.

The right succession plan considers more than a purchase price. It should reflect your legacy, your clients, and the next chapter of your life.

RIA Partnership

Powered by NewEdge Advisors

Ulin & Co. Wealth Management operates through NewEdge Advisors, part of NewEdge Capital Group, ranked No. 2 on Barron’s 2026 Top 100 RIA Firms list. NewEdge combines national scale, institutional resources, advanced technology, and flexible affiliation models designed for independent financial advisors.

Our relationship brings together two important advantages: the strength and infrastructure of a leading national wealth management organization and the personalized attention of a locally established South Florida advisory practice.

Your clients. Your relationships. Your future. Supported by a stronger platform.

Let’s Have a Conversation

Whether you’re evaluating a new RIA affiliation, exploring practice ownership, considering succession, or simply curious about what a different business model might offer, we’d welcome the opportunity to connect.

No pressure. No obligation. Stop by our Boca Raton office for a cup of coffee and a confidential conversation.

Jon Ulin, CFP®, Founder & Managing Principal in  Boca Raton, Florida

Call: (561) 210-7887

“If you want to go fast, go alone. If you want to go far, go together.” —African Proverb 

Please complete the following form to learn more about our firm and to request an initial phone meeting with Jon Ulin, CFP®, Managing Principal to discuss potential collaboration opportunities with our firm.