Protection Point Advisors
- Company typePrivate
- Founded2008
- HeadquartersRoseville, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Protection Point Advisors does
Protection Point Advisors is a privately held, SEC-registered investment advisory firm operating under legal entity EWG Elevate, Inc. and the dba brands Avior and Protection Point Advisors. Founded in 2008 by Rick Watson and Mike Clarke in Roseville, California, the firm combines a traditional wealth-management practice with a B2B RIA platform business. Under the Avior brand, the firm delivers financial planning, life planning, and wealth management to high-net-worth clients — physicians and other healthcare professionals, corporate 401(k) plan sponsors, business owners, and individual investors — across two California offices (Roseville and Culver City).
The firm's investment engine is the Layered Investment Management (L.I.M.) Process, a stack of 11 proprietary portfolio models (APM, EWG Growth, EWG Dividend, Blend, Merlyn A.I., Core/Satellite, Core Bond, Core Equity, plus Income/Conservative/Moderate/Growth composite portfolios) combined with the Elevate Process planning methodology, a Portfolio Risk Analysis Tool powered by Riskalyze, a Financial Education System (Financial Literacy 101), and a 3D Asset Care Program. Operational infrastructure integrates Redtail CRM, Schwab institutional custody, Black Diamond / Wealthscape reporting, and directed third-party strategies (Alpha Droid, VPM Partners, Sherman Sheets).
Revenue is generated primarily through fee-based investment-advisory services billed via EWG Elevate, Inc.; the firm has begun a second growth vector by recruiting external financial advisors onto its RIA platform — offering a plug-and-play stack of proprietary portfolios, client/Advisor portals, weekly training, marketing systems, and a National Referral Network of CPAs, attorneys, and insurance partners. Pricing is quote-based and not publicly disclosed; no revenue, AUM, or advisor count is publicly reported.
Protection Point Advisors firmographics
Firmographics- Name
- Protection Point Advisors
- Legal name
- EWG Elevate, Inc.
- Website
- https://protectionpointadvisors.com
- Company type
- Private
- Founded year
- 2008
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Protection Point Advisors industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industries
- Financial Planning–Led RIAs (FSAAACAB), Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)) (FSAAACAF)
Keywords
Where Protection Point Advisors is headquartered
LocationHeadquarters
- HQ city
- Roseville
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Protection Point Advisors business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Investment Advisory Services: Fee-based or fee-only investment advisory services provided through SEC registered investment adviser EWG Elevate, Inc. The firm generates revenue through advisory fees charged to clients for portfolio management, financial planning, and wealth management services.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Investment advisory services with personalized financial planning |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels7 records
Protection Point Advisors product offering
Product offeringCore offering
Protection Point Advisors (operating under the Avior brand via EWG Elevate, Inc.) provides fee-based financial planning, life planning, and wealth management services to high-net-worth clients including physicians, business owners, corporate 401(k) plans, and individual investors. The firm also operates as an RIA platform offering financial advisors a plug-and-play system of proprietary investment models, back-office support, marketing, training webinars, and a National Referral Network.
Product overview
Protection Point Advisors operates under the Avior brand and offers a comprehensive wealth management platform featuring a unified system called the L.I.M. (Layered Investment Management) Process. The core offering includes multiple investment portfolio models (PPA Income, Conservative, Moderate, Growth) combining underlying strategies like APM, EWG Growth/Dividend, Blend, Merlyn A.I., Core/Satellite, Core Bond, and Core Equity. Additional services include the 3D Asset Care Program for client education and management, the Elevate Process for financial planning methodology, the Financial Education System for client literacy, a Portfolio Risk Analysis Tool powered by Riskalyze, and Social Responsible ESG investment options. The platform integrates with custodians (Schwab, Wealthscape), CRM (Redtail), and reporting platforms (B&D Reporting, Riskalyze, Emaplan) to deliver a complete practice management solution for financial advisors.
Differentiator
Problem solved
Functional benefit
Quantifiable outcome
- One advisor achieved $10 million in new AUM within 6 months of joining the platform
- +2 more outcomes
Companies that use Protection Point Advisors
Customer profileNamed customers4 records
Segments6 records
Ideal customer profiles5 records
Protection Point Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration9 records
AI capability1 record
Feature12 records
Protection Point Advisors partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- National Referral Network Partners (CPAs, Attorneys, Insurance Firms)core3D Asset Care Program creates a national referral network of CPAs, attorneys, insurance, and wealth management firms. Partners receive custom landing pages with video showcasing their expertise and the 3D Asset Care Program. Educational webinars are co-marketed to clients, making partners part of a total financial solution.
- RiskalyzecoreRiskalyze risk assessment platform is integrated into PPA operations. Portfolios are published under #PPA on Riskalyze. Advisors receive full access to Riskalyze as part of their platform membership.
Scale indicators3 records
Recent moves7 records
Expansion highlights6 records
Protection Point Advisors competitors and assessment
Company assessmentDirect peers
- Advisor Group: Large independent wealth management platform supporting thousands of advisors with home-office services, technology, and investment solutions — a scaled analog to PPA's platform offering.
- LPL Financial: Largest independent RIA broker-dealer platform in the U.S. Closest comparable to PPA's dual model of providing portfolio models, supervision, and back-office to affiliated advisors, but at vastly larger scale.
- Avantax (formerly 1st Global): Wealth management and RIA platform providing practice management, technology, and investment solutions to affiliated advisors — directly comparable in serving independent RIAs seeking a turnkey infrastructure.
- Sanctuary Wealth: RIA platform serving high-net-worth advisors with turnkey practice solutions, model portfolios, and a partner-firm structure; comparable in that both serve HNW-focused advisors seeking affiliation rather than independence.
- Mariner Wealth Advisors: National RIA offering comprehensive wealth management plus advisor-affiliation options for breakaway brokers; similar dual GTM (direct advisory + advisor platform) to PPA.
- Cetera Financial Group: Independent advisor platform offering model portfolios, custody relationships, compliance, and advisor recruiting support to independent RIAs and their affiliated advisors.
- Creative Planning: Large, founder-led RIA providing comprehensive financial planning, proprietary model portfolios, and a growing advisor-affiliation platform — closest match to PPA's HNW-focused, model-driven wealth management approach.
- Hightower Advisors: RIA platform aggregating advisor practices with shared technology, investment solutions, and a partner-equity model — comparable as a scaled hybrid that combines platform services with wealth management delivery.
- Cambridge Investment Research: Independent broker-dealer and RIA platform recruiting independent advisors with home-office support, technology stack, and model portfolios — directly comparable to PPA's advisor-affiliation offering.
- Commonwealth Financial Network: Independent RIA/broker-dealer platform serving affiliated financial advisors with compliance, technology, and practice management support — same core architecture as PPA's platform model.
Market position
Strengths4 records
Weaknesses3 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
Protection Point Advisors social profiles
Digital presenceProtection Point Advisors compliance and trust
Trust signalCompliance1 record
Protection Point Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Protection Point Advisors leadership team
Management profileNumber of profiles
Profiles8 records
Protection Point Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Protection Point Advisors 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 Protection Point Advisors
What does Protection Point Advisors do?
Protection Point Advisors (operating under the Avior brand via EWG Elevate, Inc.) provides fee-based financial planning, life planning, and wealth management services to high-net-worth clients including physicians, business owners, corporate 401(k) plans, and individual investors. The firm also operates as an RIA platform offering financial advisors a plug-and-play system of proprietary investment models, back-office support, marketing, training webinars, and a National Referral Network.
Is Protection Point Advisors a public or private company?
Protection Point Advisors is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Protection Point Advisors founded?
Protection Point Advisors was founded in 2008. It employs 11 to 50 people.
Where is Protection Point Advisors based?
Protection Point Advisors is headquartered in Roseville, United States, in the North America region.
How does Protection Point Advisors make money?
One revenue line is on record: investment Advisory Services.
Who are Protection Point Advisors's main competitors?
Direct peers on record are Advisor Group, LPL Financial, Avantax (formerly 1st Global), Sanctuary Wealth, Mariner Wealth Advisors, Cetera Financial Group, Creative Planning, Hightower Advisors, Cambridge Investment Research and Commonwealth Financial Network.
Does Protection Point Advisors have an API?
No public API is recorded for Protection Point Advisors.
What industry is Protection Point Advisors in?
Protection Point Advisors's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAAACAB, Financial Planning–Led RIAs. Its NAICS code is 523940 and its SIC code is 6282.