Financial Advisor Career Center

Your Practice. Your Equity. Your Future.

Ready to grow your practice and maintain 100% equity while affiliating with a top-ranked, Barron’s and Forbes-recognized multi-custodial independent RIA in South Florida?

Partner with Ulin & Co. Wealth Management and NewEdge Advisors, a premier registered investment advisor, to take your firm and career to new heights. Our culture is modern, collaborative, client-first, and growth-focused – far removed from the rigid corporate environments of traditional wire houses while upholding a high fiduciary standard.

Why partner with us:

• Practice Ownership: Maintain 100% of your practice equity or explore flexible succession and sale options tailored to your goals.
• Top-Tier Partnerships: Access industry-leading custodial services through Schwab, Fidelity, LPL Financial, Raymond James, and Goldman Sachs.
• Collaborative Culture: Thrive in an inclusive, innovative team environment that rewards your contributions.
• Support for Growth: Unlock your full potential with resources, technology, compliance, and infrastructure powered by NewEdge Advisors.

There is no better time than the present to evaluate your current broker-dealer relationship, compensation and equity structure if you are looking to own, build and maintain your practice. Just as important, you may be at a stage in your life and career where you are looking to set up a succession arrangement, merger or eventual practice sale to help protect your practice equity, clients and personal retirement goals.

No matter what your motivation for making this key career decision, whether it be compensation, firm culture or quality of life, as an experienced financial advisor it’s important to know you’re making that decision with the support and expertise of people who have been in your shoes.

Take the next step in your career—call Jon Ulin, CFP®, Managing Principal, today at (561) 210-7887. Let’s explore how we can help you achieve your goals.

 Partner with Us 

Located in one of South Florida’s premier indoor atrium buildings, Ulin & Co. offers newly renovated office space in downtown Boca Raton. Our “plug-and-play” infrastructure allows you to seamlessly integrate into a dynamic environment with cutting-edge fin-tech tools and a seasoned team.

By partnering with Ulin & Co. Wealth Management and NewEdge Advisors, you can:

-Increase client referrals and servicing.
-Boost profitability margins.
-Optimize your time and business operations.

Most importantly, you will maintain your independence as a business owner while benefiting from the stability and resources of a proven firm.

 Sell Your Practice 

When it’s time to sell your practice, choosing the right partner is critical. At Ulin & Co., we understand the complexities of this decision and provide expert guidance every step of the way. Many advisors view succession planning as simply selling a practice or retiring. While that’s part of the process, true succession planning involves much more:

• Valuation and Protection: Ensure your business is accurately valued and protected.
• Controlled Transition: Create a seamless transition and transfer of your business over a timeline that meets your goals.
• Client Relationship Management: Safeguard client relationships and ensure their continued care.

More than just achieving the right numbers and payout, our focus is on structuring a transaction that:

-Preserves your legacy.
-Transfers full value to both buyer and seller.
-Aligns your clients with trusted advisors and systems that meet your high standards.

Let us help you protect the equity you’ve built and ensure your clients and your life’s work are in good hands. 

RIA Partnership 

Powered by NewEdge Advisors
Ulin & Co. is proud to partner with NewEdge Advisors, a Barron’s Top 100 RIA Firm and Forbes’ America’s Top RIA Firm. With over 300 independent advisors, NewEdge Advisors is part of EdgeCo Holdings, LP, which collectively manages over $170B across various business lines and family offices.

“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.