AdvisorShare

The AdvisorShare philosophy has always been simple: We are more than an IMO. We work as an extension of our advisors’ businesses. That means helping advisors navigate product positioning, education, industry trends, and client solutions with experienced support behind them.

Before joining AdvisorShare full-time in 2020, Daniel McDonald spent years educating financial advisors across the country on fixed income alternatives and insurance product positioning. Working alongside major financial institutions and independent advisors alike, Daniel developed a reputation for helping professionals better understand product structures, pricing dynamics, and risk management strategies.

Today, he continues that mission by helping advisors evaluate solutions through an educational and transparent lens — always focused on supporting the advisor-client relationship first.

At AdvisorShare, we believe real partnership means helping advisors grow with confidence through access to experienced leadership and ongoing guidance.

AdvisorShare is built on providing advisors with better solutions—technology included.

Through our partnership with OnPointe, you gain access to tools that bring clarity to risk, retirement, and long-term planning.

Discover what’s possible with AdvisorShare.

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Is it access to better tools?

More efficient planning systems?

Stronger back-end support?

Or is it the structure you’re operating within?

AdvisorShare removes common bottlenecks so advisors can scale with intention.

Identify what’s holding you back and let’s start a conversation now.

High-level clients require high-level protection strategies.

As your clients grow in wealth, complexity increases — and so does risk.
AdvisorShare Wealth Management provides structured asset protection planning support so advisors can confidently incorporate compliant legal and financial strategies into their practice.

Swipe to see how we help you elevate your advisory approach.

More clients. More production. More responsibility. Is your structure evolving with you?
AdvisorShare helps advisors align their growth with long-term value—not just short-term commissions.

Let’s evaluate your current structure, contact now.

As advisors look to scale, transition to fee-based models, or strengthen long-term enterprise value, infrastructure matters.

AdvisorShare Wealth Management was built to provide a structured, fully supported RIA platform — designed to help you grow with confidence, clarity, and compliance.

Swipe to explore how the platform supports your next level.

Overrides. Carrier incentives. Backend revenue.

If you can’t clearly explain how your IMO is compensated, you’re not operating with full transparency.

AdvisorShare was built on a different standard—one where advisors understand the economics behind the business.

Let’s have a transparent conversation and connect with a team today to start a discussion.

AdvisorShare brings together specialized divisions under one strategic umbrella — and the OnPointe Software Suite connects it all.

Designed for clarity, efficiency, and long-term growth, OnPointe helps advisors operate with structure instead of fragmentation.

Swipe to see how the system supports your business from every angle.

Most advisors spend years growing production, building client relationships, and increasing revenue—without ever gaining ownership in the platform they’re helping scale.

At AdvisorShare, we believe that should change.

Our model is built to give advisors a stake in what they’re building—not just a payout.

Explore what ownership could look like → Learn More Today.

Ownership shouldn’t be complicated. It should be earned.

At AdvisorShare, equity isn’t reserved for executives or outside investors. It’s built into the structure of the platform — designed to reward the advisors who power it.

If you’ve ever wondered how ownership actually works here, swipe to see how we do it.