Advisor's Choice

What Advisor's Choice does

Advisor's Choice Insurance Brokerage Services LLC is a privately held, US-domestic full-service insurance brokerage firm headquartered at 515 Marin Street, Suite 414, Thousand Oaks, California. Founded in 2014, the company serves financial advisors, registered representatives, insurance professionals, and broker-dealers, providing centralized insurance case management and carrier appointment services. It operates as a separate entity from Vanderbilt Securities LLC, a FINRA and SIPC member broker-dealer whose affiliation provides distribution reach and securities-related credibility.

The firm's core platform is the Advisor Dashboard, a cloud-based hub that lets advisors track cases, monitor carrier appointments, and view active client snapshots in real time. This is paired with AppointEase, a proprietary central repository that enables one-time enrollment to process future appointments across insurance carriers and states with minimal paperwork, and Quick Quote, a quoting tool within the Essentials platform. The company holds a California Insurance License (0I22554) and trademarks for the Advisor's Choice brand and the LifeEase service mark.

Advisor's Choice generates revenue through commissions earned from over 80 top-rated insurance carriers when policies are placed through its platform. The pricing model is effectively transaction-fee/commission-based, with no direct fees charged to appointed advisors. The firm is supported by a seven-person team led by Principal Ben Koplan and Managing Director Ryan Goodson, combining deep insurance expertise (30+ years for senior leadership) with case management staff averaging 14-19 years of experience. Go-to-market is relationship-driven, leveraging the Vanderbilt Securities channel and direct advisor outreach rather than mass marketing.

Name

Advisor's Choice

Legal name

Advisor's Choice Insurance Brokerage Services LLC

Website

https://myadvisorschoice.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

11–50 employees

Short description

Advisor's Choice is a US-domestic, commission-based insurance brokerage serving financial advisors, registered representatives, and insurance professionals. It provides the Advisor Dashboard, AppointEase enrollment, and Quick Quote tools, distributing products from over 80 carriers under a Vanderbilt Securities affiliation.

Ownership category

akta.pro rank

Product category

Insurance Brokerage Services

NAICS

Insurance Agencies and Brokerages (52421), Insurance Agencies and Brokerages (524210)

SIC

Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Employee Benefits Brokerage & Consulting (FSAEADAC)

akta.pro secondary industry

Financial Planning–Led RIAs (FSAAACAB)

Keywords

• Insurance brokerage
• Financial advisor services
• Carrier appointment processing
• Insurance case management
• Life insurance distribution

Headquarters

HQ city

Westlake Village

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

1. Insurance Brokerage Commissions: Advisor's Choice operates as a full-service insurance brokerage earning commissions from insurance carriers when policies are placed through their platform. The company offers competitive, transparent compensation to advisors and processes payments on their behalf.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels2 records

Core offering

Advisor's Choice is a full-service insurance brokerage firm that supports Financial Advisors, Registered Representatives, and Insurance Professionals with insurance product placement, case management, and carrier appointment processing. The firm provides access to over 80 top-rated insurance carriers and offers proprietary tools—AppointEase for streamlined appointment and contracting, and the Advisor Dashboard for workflow and case tracking—while handling the application process on behalf of advisors at no direct cost.

Product overview

Advisor's Choice is a full-service insurance brokerage firm that operates as a platform-plus-services model, offering a suite of proprietary tools for financial advisors, registered representatives, and insurance professionals. The core platform consists of the Advisor Dashboard, which serves as a centralized hub for case management and workflow tracking, combined with AppointEase for appointment and contracting management and Quick Quote for rapid quoting. The company provides access to over 80 insurance carriers through its brokerage services. LifeEase is a service mark brand associated with life insurance solutions.

Differentiator

Problem solved

Functional benefit

Brands

• LifeEase: Service Mark brand of Advisor's Choice Insurance Brokerage Services, LLC. Provides expedited insurance solutions for SBA loans and strategic business planning tools.
• AppointEase

Products and services

• Advisor Dashboard A cloud-based platform that enables financial advisors to track cases, monitor carrier appointments, access real-time updates and approvals, and view active client snapshots with recent activity and pending cases. Designed for independent advisors, broker-dealers, and insurance professionals.
• AppointEase A central repository for all appointment and contracting information that enables advisors to enroll once and have future appointments processed across insurance carriers and states with very little, if any, paperwork. Offered at no direct cost to advisors.
• Insurance Brokerage Services Full-service insurance brokerage providing financial advisors, registered representatives, and insurance professionals with access to over 80 top-rated carriers for quoting, case management, and policy placement. The firm offers competitive, transparent compensation and serves as a single point of contact across the application process.

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Two partnerships are on record, tiered core.

• Vanderbilt Securities LLCcoreChannel Partner/ Reseller/ DistributorVanderbilt Securities LLC is the affiliated Broker Dealer for Advisor's Choice Insurance Brokerage Services. Securities and Advisory Services are offered through Vanderbilt Securities, LLC, a FINRA and SIPC member firm. Advisor's Choice operates as a separate entity providing insurance brokerage services to advisors affiliated with Vanderbilt.
• Over 80 Insurance CarrierscoreOthersAdvisor's Choice has partnerships with over 80 top-rated insurance carriers, providing advisors access to a broad range of insurance products and competitive options for their clients.

Scale indicators3 records

Recent moves5 records

Expansion highlights3 records

Broad incumbents

• FINEOS: FINEOS is a core insurance software provider (group/individual life, disability, absence) used by carriers and large distribution partners — adjacent to Advisor's Choice as the enterprise infrastructure layer behind multi-carrier case management and workflow tools.
• OneDigital: OneDigital is a large insurance, financial services, and HR advisory firm consolidating broker-dealer support, benefits brokerage, and wealth management — provides an aggregated benchmark for the multi-line brokerage-plus-advisory model that Advisor's Choice also enables for financial advisors.
• Crump Life Insurance Services (OneDigital): Crump, now part of OneDigital, is an established wholesaler focused on life insurance, annuities, and long-term care placement to financial professionals — a broader incumbent offering that competes for the same advisor-funded placement volume as Advisor's Choice.
• Mid Atlantic Capital: Mid Atlantic Capital is a broker-dealer and insurance affiliate serving independent advisors and RIAs with placement support — a comparable broker-dealer-anchored insurance distribution model with similar segmentation, though at meaningfully greater scale.
• Ameritas Wealth Group Insurance Services: Ameritas offers broker-dealer support, RIA services, and an affiliated insurance distribution network for advisors — a broader incumbent comparable to Advisor's Choice's role as an insurance-focused support entity to the financial-advisor channel.

Direct peers

• iPipeline: iPipeline provides an end-to-end digital insurance platform (quoting, e-application, case management, and analytics) used by carriers, broker-dealers, and advisors for life and annuity workflows — directly analogous to Advisor's Choice's Advisor Dashboard and AppointEase stack, though at much larger enterprise scale.
• Highland Capital Brokerage: Highland Capital Brokerage is an independent insurance brokerage that serves financial advisors and Registered Investment Advisors (RIAs) with multi-carrier life insurance, annuity, and disability placement — directly comparable to Advisor's Choice's advisor-focused brokerage model.
• Ash Brokerage: Ash Brokerage is a national insurance brokerage that partners with financial professionals, RIAs, and broker-dealers to provide case design, underwriting, and product placement services — overlapping substantially with Advisor's Choice's value proposition and target segments.

Regional players

• FBL Wealth Management (Farm Bureau): FBL Wealth Management pairs a broker-dealer/RIA structure with affiliated insurance placement for clients of financial advisors — an analogous advisor-channel insurance distribution model, though more regionally rooted in the Midwest.

Others

• S&P Global (Insurance Marketing Platforms): S&P Global provides market intelligence, data, and analytics used by insurance distributors and wealth managers to inform product decisions and advisor workflows — adjacent to Advisor's Choice's case management and carrier research activities rather than a direct brokerage competitor.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Advisor's Choice