Continuum Advisory

Wealth Management Servicescontinuumadvisory.com

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

Wealth management services
Investment advisory
RIA platform
Financial planning
Asset management

Where Continuum Advisory is headquartered

Location

Headquarters

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 offering

Core 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 profile

Segments2 records

Ideal customer profiles2 records

Continuum Advisory technology and API

Technology

Technology 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 signal

Partnerships

Nine partnerships are on record, tiered core.

Goldman SachscoreStrategic or Co-development PartnerGoldman 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 AdvisorscoreChannel Partner/ Reseller/ DistributorTriad 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 AmeritradecoreChannel Partner/ Reseller/ DistributorTD 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 SchwabcoreChannel Partner/ Reseller/ DistributorCharles 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.
RedtailcoreTechnology or IntegrationBest-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.
eMoneycoreTechnology or IntegrationPreferred partner for Financial Planning along with MoneyGuide Pro. Provides tools and resources to help advisors plan for client needs, accessed through Advisor Gateway.
MoneyGuide ProcoreTechnology or IntegrationPreferred partner for Financial Planning along with eMoney. Offers resources to help advisors plan for client needs, accessed through Advisor Gateway.
Black DiamondcoreTechnology or IntegrationPerformance reporting platform integrated through Amplify technology ecosystem, providing detailed analytics and reporting capabilities for advisors.
MorningstarcoreTechnology or IntegrationDirect 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 assessment

Direct 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 financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Continuum Advisory leadership team

Management profile

Number of profiles

Profiles13 records

Continuum Advisory funding detail

Funding detail

Funding 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 investment

M&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?

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.