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Victory Financial

Real Ownership. True Partnership

At Victory Financial Group, we believe alignment is key to delivering outcomes for both advisors and their clients.

 

We’ve established the first fully independent, advisor-centric, truly advisor-owned RIA platform in the country. There are no outside entanglements guiding or dictating the direction of Victory.

 

We believe that advisors who create value should own the value and have a seat at the table in decisions made about the future. Designed for entrepreneurial advisors, our platform allows you to maintain full ownership of your business while aiming to maximize growth and success through leveraging our capabilities.

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Why Independent Advisors
Choose Victory Financial Group 

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True Business
Ownership

Own the client. Own the data. Own the direction of your practice without the restrictions of traditional W2, IBD, or private equity influenced models.

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Partnership Model
with Real Equity

Earn into our profit-sharing pool and gain real economic ownership of the RIA. Our partners can approach 100% payout when combining grid revenue and profit share.

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Platform Support &
Tech That Scales

We handle the heavy lifting—from compliance to tech integration—so you can grow faster with less friction.

Top-rated advisor: find the best financial advisor for your needs

Flexible, Client-First Solutions

Access a wide range of investment and insurance products with no proprietary restrictions - so you can always honor your fiduciary duty to your clients.

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Accelerated Growth & Unrivaled Economics

Whether scaling up or starting fresh, we offer the infrastructure and economics to support long-term advisor success.

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Collaborative Advisor Community

Join a forward-thinking network that shares best practices, supports innovation, and champions each other's growth.

Two Paths to Independence

Integrated Independence

Affiliating with Victory Financial Group enables you to focus on building client relationships and driving practice growth, while we handle compliance, billing, and platform administration.

 

You'll join a collaborative, nationwide network of independent financial advisors who share insights and support each other’s success.

Supported Independence

As you explore independence, joining an established RIA platform may not be the right fit.

 

If you are considering starting your own RIA, we understand the challenges and administrative burdens ahead. We provide solutions to help guide you through the process of establishing and operating your RIA.

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Benefits of Independence

When the concept of 'independence' is unclear, conflict is inevitable.

Our team helps you navigate the decision-making process to help you determine the right path to independence.

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Curious whether you should affiliate or launch your own RIA?

Download our guide with a real-world analysis to help you make an informed decision.

Victory Financial's
13 Steps to Independence

Independence isn’t just a transition—it’s a transformation. At Victory Financial, we’ve developed the 13 Steps to Independence, giving you a clear path to build your own independent business with confidence and control. Submit your email below, and we’ll send you the complete PDF guide.

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Kyle Wardlaw

President, VF

Thinking About Making a Change?Let's Talk.

We’re here to help you explore what’s possible. We partner with advisors to clarify the path to true independence, striving to remove complexity and unlock more opportunity at every step.

 Insights & Advisor News

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Victory Financial logo

512-763-7671

6500 River Place Blvd

Building 1, Suite 203

Austin, TX, 78730

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© Copyright 2025 Victory Financial. All rights reserved.

Appropriately licensed individuals are registered to offer Investment Advisory Services through Victory Financial Group, LLC (“VFG”), an SEC Registered Investment Adviser. VFG does not provide tax or legal advice and is not a certified public accountant. Any decisions on whether to implement any ideas on this website should be made by the client in consultation with professional financial, tax, and legal counsel. This site is published for residents of the United States only. Investment Advisor Representatives of VFG may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the VFG Compliance Department at (512) 763-7671.These materials have been independently produced by Victory Financial Group. Victory Financial Group is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Victory Financial Group provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.

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