Goss Advisors Extends Recruitment Momentum Through Q3


NEW ORLEANS–(BUSINESS WIRE)–GWM Advisors LLC (“Goss Advisors”), a leading New Orleans-based RIA supporting successful independent financial advisors nationwide, has added 11 advisors across six new teams with $858 million in assets under advisement in the third quarter. The growth has extended the firm’s footprint to California, Florida, Utah, and strengthened its foothold in the New England region. The additions build on Goss Advisors’ advancements for the first half of the year, when it added 14 new advisors and over $1 billion in assets under advisement across seven new advisor teams.

Goss Advisors provides strategic partnership opportunities for like-minded advisors seeking to transition to an independent practice, adding resources and operational and back-office support services that are critical to advisor success. This year’s substantial growth has been driven by heightened interest among entrepreneurial-minded wirehouse advisors pursuing a path to independence, independent advisors seeking a more flexible platform, and successful and seasoned advisors wanting more time and flexibility within their practice structure. As a result of the Q3 growth, Goss Advisors now serves over 128 independent advisors across 23 states with $10.1 billion in brokerage and advisory assets under advisement.

“Our goal is to propel advisor success by equipping them with the solutions, tools and resources they need to grow their business,” said Alex Goss, CEO and Co-Founder of Goss Advisors. “Our transition team is dedicated to efficiently onboarding new advisor groups in a way that facilities a seamless transition of clients and assets, and yields immediate growth opportunities for our advisors. We are excited to welcome this quarter’s advisor groups and support their growth.”

The added advisor groups include Pacific Pointe Advisors in Seal Beach, California; Guardian Wealth Management Group in Metairie, Louisiana; Silver Edge Financial Group in Tequesta, Florida; Marathon Financial Group in Boston, Massachusetts; Harmony Financial in Greenwich, Connecticut; and Three Peaks Wealth Management in Farmington, Utah.

Terry Sullivan, Managing Partner at one of the newly added firms, Guardian Wealth Management Group, said: “Being supported by the Goss Advisors team means we get to spend more time focusing on the financial well-being of our clients. I’m looking forward to prioritizing our clients’ goals and using all of the available resources to help them gain control over their financial futures.”

“Advisors are increasingly emphasizing the delivery of comprehensive services and solutions for their clients,” said David Symecko, Director of Business Development at Goss Advisors. “Our team amplifies this effort for our advisors, providing low-cost access to investment solutions with the support of an experienced trading team, a partner network of experienced professionals, and resources to grow their businesses. Our support gives advisors more time in their day to focus on client needs and deliver quality service.”

The firm’s growth momentum is expected to continue in the fourth quarter and into 2022, as it seeks opportunities to expand its geographic footprint amid ongoing advisor demand.

About Goss Advisors

New Orleans-based Goss Advisors is a rapidly growing partnership RIA built by financial advisors and collectively shared with other successful advisors and teams. The firm, which embraces a transparent approach to educating advisors on the myths of independence, continues to attract top-performing advisors from across the country.

In 2020, Goss Advisors became a part of EdgeCo Holdings to lead the 1099 wealth division. For more information on Goss Advisors, please visit

About EdgeCo Holdings

Through its subsidiaries, EdgeCo Holdings is a leading provider of best-in-class, technology-enabled solutions for financial intermediaries and their clients. For over four decades, EdgeCo companies have provided a suite of technology and support services, including full-service retirement plan administration, brokerage, advisory, and trust and custody services to a diverse national client base of financial intermediaries. This client base includes registered representatives, investment advisors and other financial intermediaries, including retirement plan recordkeepers, TPAs, bank trust departments, broker dealers and insurance companies. The firm services approximately $160 billion in client assets under custody or administration, and more than 15,000 financial advisors and 500 financial institutions.


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