You were trained to advise — not to chase paperwork, run compliance, or market your own practice. Herald removes the administrative layer and puts a dedicated growth team behind you, so your hours go to judgment and relationships.
Join HeraldAdvisors at Herald are owners — equity in the firm and exposure to the growth you help create. Your upside doesn't end with your payout; it compounds with the company.
Onboarding, reporting, rebalancing, compliance, meeting prep — handled by the platform. Serve meaningfully more clients without thinning your service or growing your staff.
Everywhere else, finding clients is your job alone. At Herald, a dedicated go-to-market team fills your pipeline — campaigns, content, referrals, and qualified introductions.
| What you're offered today | What Herald offers |
|---|---|
| A transition package — cash upfront | A competitive package plus equity in the firm |
| 60–80% payout on your revenue | Strong economics on a platform where you can serve meaningfully more clients |
| "Better technology" — another CRM | An operating system that removes the admin layer — you do only the human work |
| Leads from seminars and CPA referrals | A dedicated growth team that fills your pipeline while you advise |
| A brand clients recognize | A story clients want — one transparent fee and real private-market access |
When the platform carries the operations and the growth team carries the pipeline, everything you have left goes where it belongs — your clients, their families, and the decisions that matter. That's the practice you set out to build.
We're partnering with a small founding group of advisors.
Join Herald