For Advisors

Whether you’re looking to break away from the wirehouse, join a community of like-minded financial professionals, or simply find the right partner for your independent practice, Bay Financial can help you get there. Our 1099 affiliation model gives you full autonomy over your brand, book of business, and practice growth with dedicated local support and the strong backing of a national financial network.

Become part of a national network of like-minded financial professionals, all seeking to do what’s best for their clients and their business. You’ll gain access to individualized support from our experienced team as well as the robust consulting resources, technology systems, and service of the nation’s top independent broker-dealer (Financial Planning magazine, June 1996-2021, based on total revenue.).

Feel confident in your choice for the future of your practice. Our comprehensive transition process ensures your business moves quickly and efficiently with minimal disruption to your clients.

Get to know the individuals dedicated to supporting your business goals.

Considering what’s next for your future? We welcome the opportunity to learn more about your business and what you’re looking to achieve, and share how we can support your goals.