A commitment to stand out.
The DAI founding principle is to act in the client's best interest. We believe advisors affiliated with DAI—and in turn their clients—benefit from our commitment to true independent advice and exceptional service. As an advisor-owned firm, we understand the needs of both clients and advisors. Our management team has 150 years of collective experience in wealth management, due diligence, compliance, and alternative investments.
Products and Services
A full-service platform built for independent advisors and the clients they serve.
- Traditional Investments
- Non-Traditional Investments
- Asset Management
- Multigenerational Wealth Planning
- Family Office
Built for independent advisors.
True Independence
As an independent broker-dealer, we believe we can be true fiduciaries for our advisors and their clients. True independence means we can choose what to focus on—unencumbered by corporate goals and profit motives that may be misaligned with client interests—so we can provide unbiased advice that puts your clients' needs first.
Due Diligence
Our investment committee utilizes a selective screening process that allows us to provide a best-in-class investment platform without the conflicts of interest of a traditional broker-dealer.
Guidance and Support
DAI advisors have readily available access to our network of industry and sector experts as well as to DAI's senior leadership—careers built on accumulating vital knowledge and valuable experience. From transition through ongoing client relationships, our team supports advisors with the tools, technology, and marketing to help their businesses thrive.
Strength comes from discipline.
From the start of your transition to DAI through every new client relationship that follows, our team is dedicated to comprehensive support—tools, technology, and tactics to help your business thrive.