Updated November 01, 2023
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Continuum Advisory

Investment Advisor Firm
Total assets under management$1B
Years in business8+

About Continuum Advisory

Continuum Advisory is a dynamic national network of independent advisory firms, uniting to provide advisors with a robust toolkit for wealth management. By streamlining back-office tasks, they empower advisors to focus on client service and business expansion.

With a commitment to delivering an exceptional client experience and realizing growth, Continuum boasts the flexibility of a boutique investment management firm. Their approach tailors investment strategies to each client's unique needs, enabling their advisors to compete effectively in the industry.

The Continuum Alliance, one of the fastest-growing Registered Investment Advisory (RIA) firms, values partnerships built on trust and mutual respect. This network spans 13 states and brings together experienced advisors from various specialties, including estate planning, divorce planning, and charitable giving. Their collaborative environment, fostered through quarterly study groups and the annual IDEATION conference, nurtures intellectual capital exchange, providing a treasure trove of insights and perspectives to the broader Continuum family of advisors. 

This approach ensures that Continuum remains committed to its vision, values, and philosophy while serving clients effectively.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Asset Management
  2. Wealth Management

More about Continuum Advisory

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
28315534

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Pricing options

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Assets Under Management

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