About Exemplar
At Exemplar Financial Network, we empower independent financial advisors to grow and thrive—on their own terms. Our flexible business model, powerful tools, and dedicated support team free you to build the practice you envision—whether you're growing, transitioning, or redefining your success.
“I had nightmares about my impending transition, but the team alleviated all my fears. The Exemplar Transition Team is dynamite.”
Tom P., Glen Ellyn, IL
“Exemplar knows my business, understands my needs and champions causes affecting my firm. That kind of support is why Exemplar ranks among the top Enterprises across the firm.”
Jim P., Arlington Heights IL
Affiliation Models
01
Independent Financial Advisor
Being independent doesn't mean going it alone. At Exemplar, we're your partner in building a practice that reflects your vision—while providing access to quality investment and planning solutions through LPL.
02
Registered Investment Advisor (RIA)
For many advisors, transitioning to an RIA model means more than a new business structure—it's a chance to build a practice that truly aligns with their vision and values.
03
Hybrid
The hybrid model blends the best of both worlds: the ability to offer traditional brokerage products and fee-based advisory services. This flexibility allows you to tailor your approach to each client's unique needs—whether they prefer a transactional relationship, a holistic financial plan, or a mix of both.
Real Support.
Real Solutions.
Real Independence.
"By far, the biggest impact that exemplar has had in our business is the introduction to financial planning for our clients. They've already built the systems and processes. They share with us; they coach our teams. At the end of the day, that creates efficiencies for my organization, my team, and we're able to provide a better service to our clients. From the financial standpoint, we've seen significant growth, probably 10X. They've been crucial in every aspect of our growth. ”
Eric S., Danville, IL
$5.2 Billion Brokerage and Advisory Assets*
*Includes both Brokerage, Direct and Advisory Assets, June 2025
110+ Licensed Advisors
100+ Years Combined Experience Supporting Financial Advisors
5 Financial Institution Relationships
$5.2 Billion Brokerage and Advisory Assets*
*Includes both Brokerage, Direct and Advisory Assets, June 2025