Axxcess Wealth Featured in America's Best TAMPs for the Sixth Year in a Row

February 22, 2023

Axxcess Wealth Featured in America's Best TAMPs for the Sixth Year in a Row

By Bryan Goligoski - Axxcess Editor at Large

 

Axxcess Wealth, the Turnkey Asset Management Platform (TAMP) that independent high net worth advisors choose first, proudly ranked the eighth fastest growing TAMP in 2022 by America’s Best TAMPs. With a compounding annual growth rate of 43.8%, and $3.5 billion in assets under management, Axxcess remains the number one choice for advisors looking to establish and maintain a strong independent brand while serving their client's complex financial needs.

 

What differentiates Axxcess is our paramount focus on clients with substantial first time and multi-generational wealth. In doing so, we provide unique access to the highest caliber investment managers across asset classes, allowing our advisor to exhibit seamless depth from day one as an independent. Contrary to most TAMPs, Axxcess offers a true open architecture, with the widest selection of product types, including: SMA, Funds, ETFs, Fixed Income, Structured Products, Hedge Funds, Private Equity, Real Estate, Model Management, Financial Planning, Third Party Sub Advisors, ETF, Wrap, Risk Managed, Tactical Overlay, and Options Overlay.

Our full list of TAMP services can be found here:

 https://axxcessplatform.com/uncategorized/axxcess-tamp-services-brochure-2022/

 

If you're dreaming of getting started as your own independent RIA, with all of the freedom and flexibility that affords, without missing a beat, learn more about our seamless onboarding process here: https://axxcessplatform.com/advisor-onboarding-brochure/

 

Investment managers, take note as well, Axxcess has a robust Channel Marketing program that allows you greater connectivity to our advisors and their clients. In a universe of non-deafferented product, we allow you to showcase your best in class products in the most effective ways. To dive into the Axxcess Channel Marketing program, click here: https://axxcessplatform.com/channel-marketing-brochure-dflip/

 

For over 20 years Axxcess has recognized that managing substantial wealth is an enormous responsibility; it requires experienced advice, specialized knowledge, and customized solutions. As your “Chief Service Officer,” we listen and work to understand your practice and recommend innovative, customized, solutions precisely targeted to achieve your unique business objectives.

 

Disclosures

Disclaimer: Each TAMP (“Provider”) included in America’s Best TAMPs 2023 is based on the results of an independent survey of all Wealth Advisor subscribers. The methodology used for this independent survey of The Wealth Advisor’s registered subscribers was deployed on December 26th and closed on December 29, 2022. The survey uncovered advisor familiarity and overall satisfaction covering three categories for the 27 of the TAMP solutions providers nominated. The winners and full survey results were published in the 2023 edition of America’s Best TAMPs. Each TAMP provider paid the same sponsorship fee to be listed in America’s Best TAMPs. Sponsorship fee has no tie-in or connection to the survey results. The fee entitles providers to also receive marketing services from The Wealth Advisor. Providers have no affiliation with The Wealth Advisor.

For information regarding ranking, growth metrics, AUM, and more, please read the full 'America's Best TAMPs' publication HERE.

Axxcess Wealth Management, LLC (“Axxcess”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Axxcess and its representatives are properly licensed or exempt from licensure. This content is intended for institutional audiences. For current Axxcess information, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with Axxcess’s CRD #164081.

CONTACT US
Axxcess Wealth Management, LLC
6005 Hidden Valley Road Suite 290
Carlsbad CA, 92011
1-866-217-5607
support@axxcessplatform.com
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DISCLOSURES

Advisory services provided by Axxcess Wealth Management, LLC (AWM), an Investment Adviser registered with the SEC. Advisory services are only offered to clients or prospective clients where Axxcess Wealth Management, LLC and its Investment Advisor Representatives are properly licensed or exempt from registration.Securities are offered by Arete Wealth Management, LLC member FINRA, SIPC, NFA.

Axxcess offers advisory services independent of Arete. Neither firm is affiliated.