Continuum Advisory
Continuum Advisory is an independent RIA platform that recruits independent investment advisors and provides them proprietary wealth-management technology (AUCTUS, Amplify), centralized investment management, and compliance support, overseeing $3B+ in assets across 20 affiliated wealth management firms.
- Company typePrivate
- Founded2016
- HeadquartersEagle, United States
- Headcount51–100
- GTM typeB2B
- OfferingServices
What Continuum Advisory does
Continuum Advisory, LLC (founded 2016, headquartered in Annapolis, MD with offices in Phoenix, AZ and Eagle, ID) is a privately held Independent Registered Investment Advisor (RIA) platform that recruits and supports independent investment advisors. Operating under the tagline of a firm "built by advisors, for advisors," it provides affiliated advisory practices with back-office infrastructure spanning technology, centralized investment management, compliance support, and practice-management consulting. The firm reports over $3 billion in Assets Under Administration (AUA) across 20 affiliated wealth management firms, with advisor offices spanning 13 states. End clients served through affiliated advisors are affluent individuals and families requiring holistic planning (estate, divorce, corporate benefits, charitable giving).
The company's core technology surface is a proprietary, cloud-based, integrated wealth-management stack. AUCTUS is the flagship platform offering Unified Managed Account (UMA) overlay, paperless onboarding, trading, consolidated performance reporting, and a branded client portal; Amplify is a broader digital ecosystem for proposal generation, account processing, business analytics, and access to an SMA platform with 500+ managers; and the Advisor Gateway portal serves as a single entry point connecting CRM (Redtail), financial planning (eMoney, MoneyGuide Pro), performance reporting (Black Diamond), and research (Morningstar). Centralized investment management is delivered through Continuum Capital Management (CCM), which operates in partnership with Goldman Sachs and is staffed by an investment committee of CFAs and CFPs.
The business model is a fee-based RIA platform: revenue is generated primarily through advisory fees tied to a percentage of assets under administration, with pricing quote-based and not publicly disclosed. Go-to-market is sales-led and community-driven — direct recruitment of entrepreneurial independent advisors who join the Continuum Alliance network, reinforced by advisor-to-advisor referrals, quarterly study groups, and the annual IDEATION conference. Custody is provided through TD Ameritrade (transitioning to Charles Schwab following their 2023 merger), and brokerage is supported via Triad Advisors. The firm reports a 30%+ average annual growth rate and was named a USA Today/Statista Best Financial Advisory Firm in both 2023 and 2024.
Continuum Advisory firmographics
Firmographics- Name
- Continuum Advisory
- Legal name
- Continuum Advisory LLC
- Website
- https://continuumadvisory.com
- Company type
- Private
- Founded year
- 2016
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Continuum Advisory is an independent RIA platform that recruits independent investment advisors and provides them proprietary wealth-management technology (AUCTUS, Amplify), centralized investment management, and compliance support, overseeing $3B+ in assets across 20 affiliated wealth management firms.
- Ownership category
- akta.pro rank
Continuum Advisory industry classification
Industry- Product category
- Wealth Management Services
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)
- akta.pro secondary industries
- Digital/Hybrid RIAs (Robo-Enabled, Tech-Forward) (FSAAACAJ), Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC)
Keywords
Where Continuum Advisory is headquartered
LocationHeadquarters
- HQ city
- Eagle
- HQ country
- United States
- HQ region
- North America
Offices11 records
Markets served
Continuum Advisory business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Revenue model
- Investment Advisory Fees: Continuum Advisory operates as an Independent Registered Investment Advisor (RIA) providing platform services to affiliated advisors. Revenue is generated through advisory fees, typically based on a percentage of assets under administration (AUA). The firm manages over $3B+ in AUA across 20 wealth management firms.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Advisor Platform Services |
Go-to-market motion1 record
Distribution channels4 records
Marketing channels8 records
Continuum Advisory product offering
Product offeringCore offering
Continuum Advisory operates as an Independent Registered Investment Advisor (RIA) platform that recruits and partners with independent investment advisors. The firm delivers wealth management, asset management, and compliance support services backed by proprietary technology platforms (AUCTUS, Amplify, and Gateway), and centralized portfolio management through Continuum Capital Management in partnership with Goldman Sachs. Services span investment advisory, financial planning, estate planning, and practice consulting to 20 wealth management firms representing over $3B in assets under administration.
Product overview
Continuum Advisory offers a unified wealth management platform combining proprietary technology with investment management services. The core offerings include AUCTUS, their wealth management platform providing investment tools, trading, and client reporting; Amplify, their digital technology ecosystem for end-to-end business management; and Continuum Capital Management (CCM), their investment management partner in collaboration with Goldman Sachs. These products integrate through the Gateway advisor portal and utilize the Advisor Dashboard for analytics, all supported by an SMA platform offering access to over 500 managers and strategies.
Differentiator
Problem solved
Functional benefit
Brands
- Continuum Capital Management (CCM): Centralized investment management partner providing advanced portfolio management solutions for Continuum advisors and their clients, operating in partnership with Goldman Sachs. Features a dedicated investment committee of CFAs and CFPs with over 75 years combined experience.
- AUCTUS
- Amplify
- Continuum Alliance
- IDEATION
Products and services
- AUCTUS Wealth Management Platform AUCTUS is Continuum Advisory's proprietary wealth management platform that brings together essential tools and data for affiliated advisors. It provides investment management, trading capabilities, paperless onboarding, sales tools, an advisor dashboard, consolidated reporting, and customizable client reports, and includes Unified Managed Account (UMA) technology overlay.
- Amplify Digital Technology Ecosystem Amplify is Continuum Advisory's fully integrated, end-to-end digital business management platform for affiliated advisors. It provides proposal generation, account processing, trading, account aggregation, detailed business analytics, market research and commentary, access to 500+ SMA managers and strategies, and a branded digital client portal.
- Continuum Capital Management (CCM) Continuum Capital Management (CCM) is the centralized investment management partner, in partnership with Goldman Sachs, providing advanced portfolio management solutions for Continuum advisors and their clients. Its investment committee comprises CFAs and CFPs with over 75 years of combined experience, offering portfolio optimization, economic trend analysis, and portfolio construction.
- Portfolio Strategies Portfolio Strategies offers experienced portfolio management through Continuum Capital Management with three strategy types: Active Strategies (downside protection), Core Strategies (modern portfolio theory with global diversification), and Satellite Strategies (sustainable investing, income needs, tax management) for affiliated advisors' clients.
- Advisor Gateway Advisor Gateway is the single-entry portal serving as the launching point for Continuum's strategic technology platform solutions. It provides affiliated advisors with access to CRM (Redtail), digital account processing, portfolio management, Black Diamond performance reporting, and connections to strategic technology alliances and resources.
Quantifiable outcome
- 30%+ Average Annual Growth Rate
- +3 more outcomes
Companies that use Continuum Advisory
Customer profileSegments2 records
Ideal customer profiles2 records
Continuum Advisory technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration4 records
Feature4 records
Continuum Advisory partnerships and signals
Strategic signalPartnerships
Nine partnerships are on record, tiered core.
- Goldman SachscoreGoldman Sachs partners with Continuum Capital Management (CCM) as a centralized investment management partner providing advanced portfolio management solutions for Continuum advisors and their clients. This partnership enables CCM to deliver sophisticated investment management with institutional backing.
- Triad AdvisorscoreTriad Advisors serves as the Broker/Dealer for Continuum Advisors, providing access to commission business and B/D resources. Triad is accessed through the Advisor Gateway portal.
- TD AmeritradecoreTD Ameritrade is the premiere custodian supporting the majority of Continuum's fee-based accounts. Provides custodial forms and resources, accessed through the Advisor Gateway portal. Note: TD Ameritrade is merging with Charles Schwab.
- Charles SchwabcoreCharles Schwab will become the primary custodian as they and TD Ameritrade complete their merger in 2023. Offers Practice Management and Best Practices resources accessed through Advisor Gateway.
- RedtailcoreBest-in-class CRM provided through partnership, housing client data to support mailings and client interactions. Integrates with AUCTUS platform for additional efficiency. Accessed through Advisor Gateway portal.
- eMoneycorePreferred partner for Financial Planning along with MoneyGuide Pro. Provides tools and resources to help advisors plan for client needs, accessed through Advisor Gateway.
- MoneyGuide ProcorePreferred partner for Financial Planning along with eMoney. Offers resources to help advisors plan for client needs, accessed through Advisor Gateway.
- Black DiamondcorePerformance reporting platform integrated through Amplify technology ecosystem, providing detailed analytics and reporting capabilities for advisors.
- MorningstarcoreDirect integration with Morningstar for market research, analysis, and commentary capabilities within the Amplify platform ecosystem.
Scale indicators9 records
Recent moves6 records
Expansion highlights5 records
Continuum Advisory competitors and assessment
Company assessmentDirect peers
- Sanctuary Wealth: Sanctuary Wealth operates a partner-owned RIA platform that recruits and affiliates with independent advisors, providing wealth management technology, compliance, and investment solutions - directly comparable multi-affiliate model serving $50B+ AUA across affiliated firms.
- Dynasty Financial Partners: Dynasty provides turnkey technology, investment, and operational infrastructure to independent RIAs and breakaway advisors, enabling them to launch or transition their practices - directly comparable affiliation platform serving ultra-high-net-worth advisors.
- Orion Advisor Solutions: Orion provides wealth management technology platforms (portfolio management, reporting, client portals) to independent RIAs and breakaway advisors - directly comparable tech-platform provider serving the same independent-advisor segment.
- Highland Capital Brokerage: Highland Capital Brokerage is an independent broker-dealer and RIA platform supporting independent advisors with practice management, technology, and investment solutions - comparable multi-affiliate support platform in similar advisor segment.
Broad incumbents
- Cetera Financial Group: Cetera is a major independent advisor network serving thousands of advisors across multiple affiliated firms with technology, compliance, and investment solutions - comparable affiliation model at much larger scale with similar tech-platform structure.
- Cambridge Investment Research: Cambridge is one of the largest independent broker-dealer/RIA platforms in the US, offering independent advisors a wide range of technology, compliance, and investment support - comparable multi-affiliate model at significantly greater scale.
- LPL Financial: LPL is the largest independent broker-dealer in the US, supporting thousands of advisors with technology, compliance, and investment solutions across affiliated firms - relevant comparable as a scaled affiliation model, though much larger and broader in scope.
- Envestnet: Envestnet is a large-scale provider of wealth management technology, investment solutions, and unified managed account infrastructure to RIAs and advisors - comparable platform offering for the independent-advisor market at substantially greater scale.
- Charles Schwab Advisor Services: Schwab Advisor Services provides custody, technology, and practice-management resources to thousands of independent RIAs - comparable affiliation/custody platform, with overlap given Continuum's custodial relationship with TD Ameritrade/Schwab.
Emerging players
- XY Planning Network: XY Planning Network is a community-driven RIA support organization serving fee-only financial advisors - comparable community-first affiliation philosophy, though focused on the next-generation advisor segment rather than established breakaways.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Continuum Advisory social profiles
Digital presenceContinuum Advisory financial estimates
Financial estimateRevenue estimate
Valuation estimate
Continuum Advisory leadership team
Management profileNumber of profiles
Profiles13 records
Continuum Advisory funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Continuum Advisory M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Continuum Advisory
What does Continuum Advisory do?
Continuum Advisory operates as an Independent Registered Investment Advisor (RIA) platform that recruits and partners with independent investment advisors. The firm delivers wealth management, asset management, and compliance support services backed by proprietary technology platforms (AUCTUS, Amplify, and Gateway), and centralized portfolio management through Continuum Capital Management in partnership with Goldman Sachs. Services span investment advisory, financial planning, estate planning, and practice consulting to 20 wealth management firms representing over $3B in assets under administration.
Is Continuum Advisory a public or private company?
Continuum Advisory is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Continuum Advisory founded?
Continuum Advisory was founded in 2016. It employs 51 to 100 people.
Where is Continuum Advisory based?
Continuum Advisory is headquartered in Eagle, United States, in the North America region.
How does Continuum Advisory make money?
One revenue line is on record: investment Advisory Fees.
Who are Continuum Advisory's main competitors?
Direct peers on record are Sanctuary Wealth, Dynasty Financial Partners, Orion Advisor Solutions and Highland Capital Brokerage. Broad incumbents are Cetera Financial Group, Cambridge Investment Research, LPL Financial, Envestnet and Charles Schwab Advisor Services. XY Planning Network is listed as an emerging player.
Does Continuum Advisory have an API?
No public API is recorded for Continuum Advisory.
What industry is Continuum Advisory in?
Continuum Advisory's product category is Wealth Management Services. Its primary akta.pro industry code is FSAAACAA, Comprehensive/Full-Service RIAs & Independent Wealth Managers, with a secondary code of FSAAACAJ, Digital/Hybrid RIAs (Robo-Enabled, Tech-Forward). Its NAICS code is 523940 and its SIC code is 6282.