Company History
Victory Financial Group was founded by a group of established financial advisors who shared a clear vision: to build an advisor-centric, advisor-owned platform that facilitates true fiduciary responsibility to serve clients and their families.
With decades of combined experience, we’ve navigated industry complexities and recognized a consistent problem: conflicts of interest are embedded in most advisor platforms.
Whether at banks, wirehouses, captive insurance firms, independent broker-dealers, or private equity-backed RIAs, advisors often face opaque barriers that misalign with client needs and treat the advisor-client relationship as commodities for shareholder profit.
We've chosen a different path - investing our life’s work into building a platform where advisors and their clients come first. We look forward to hearing your story and exploring whether our vision aligns with the future of your business.
$1B+
AUM as of 7/31/25
185%
CAGR
40+
Advisors onboarded in the last 24 months
3+
Years as the only truly advisor owned platform in the country
At Victory Financial We Believe...
Advisors should own their books of business, period
You spent decades creating and cultivating relationships. Broker-dealer, RIA, or insurance company should be able to take what you rightfully built.
Top advisors not only deserve market payouts, but they should have ownership in the firm
At Victory Financial, our partners have ownership in the platform and participate in an annual profit-sharing program.
In providing true independence
W2, IBD, and PE back models have conflicts of interest, and clients pay the price. Advisors deserve a platform that can provide solutions that suit your situation, every time.
We believe a advisor can reach their maximum potential when they share ideas and leverage infrastructure
When you affiliate with Victory Financial, we work to ensure you unlock your true potential.
We are a growing, national collective of independent, like-minded advisors who aim to serve their clients with the utmost care. If you are an entrepreneurial advisor who aligns with our values and is interested in learning more about partnership, we would love to speak with you.
To build and steward the most advisor-centric independent RIA platform in the country.

Meet The Team

512-763-7671
6500 River Place Blvd
Building 1, Suite 203
Austin, TX, 78730