Myriad Advisor Solutions
We empower independent financial advisors & entrepreneurs. Transitioning to business ownership? We can help with Tech, Telecom, HR, Marketing & more.
Do what you do BEST! Let us do the REST! Myriad Advisor Solutions strives to help financial advisors turn their entrepreneurial dreams into a reality. We assist advisors with everything associated with launching, owning, and operating an independent financial practice. We’ve designed our solutions to unburden financial advisors with the daily responsibilities associated with being a business owner
06/10/2026
Our 17th Annual Charity Golf Tournament is almost here, and there's still time to join us for a day of golf, networking, and giving back.
Every registration helps support two incredible organizations making a difference in our communities - the Animal Rescue League of Iowa and the Iowa Narcotics Officers Association.
Don't miss your opportunity to make an impact both on and off the course.
Register today before it's too late: https://events.myriadas.com/
You’ve spent years building your business; your transition plan should reflect that.
Whether your goal is growth, leadership transition, or an eventual exit, having a strategy in place today can help protect the value of what you’ve built tomorrow.
The Myriad Ascend Plan (MAP) provides a customized framework designed to help advisors as they exit to their next chapter. Led by CEPA-certified professionals, MAP is more than a one-time conversation; it’s an ongoing roadmap built around your goals, your timeline, and your legacy.
The best time to start planning isn’t when you’re ready to retire. It’s now.
06/08/2026
Technology is evolving quickly, and so are compliance expectations.
From archiving communications and secure file sharing to AI usage and remote work security, firms must ensure their technology supports both efficiency and regulatory responsibility.
As advisors continue adopting new tools, having the right compliance processes in place is more important than ever. Reach out to your team at Myriad for assistance in keeping your technology compliance-ready.
06/05/2026
This week, Leigh White and Ani Ordookhanian attended the TradePMR Synergy, connecting with industry leaders and exploring the latest innovations shaping the future of independent financial advice.
As the industry continues to evolve, staying at the forefront of technology, compliance, and advisor support is essential to helping advisors grow and thrive. We're excited to bring back new insights, ideas, and strategies that will help us continue delivering exceptional service to the advisors we support.
The competition is friendly, but the bragging rights are real!
It’s time to gather your foursome and hit the course for Myriad Advisor Solution's 17th Annual Charity Golf Tournament on June 19th. Whether you’re playing to win or just enjoying a day with colleagues and friends, every team helps support two incredible organizations making a difference in our community.
Who are you bringing to the course?
Register your team today and join us for a day of golf, networking, contests, prizes, and giving back. https://events.myriadas.com/
With Continuum Advantage, you gain access to HR solutions designed to help your business run more efficiently, so you can stay focused on growth.
Whether you need day-to-day HR support or strategic guidance, our team is here to help simplify the process and support your people every step of the way.
05/28/2026
We’re just one week away from the TradePMR Synergy Conference!
Myriad’s CTO, Leigh White, and Director of Compliance, Ani Ordookhanian, will be in Washington, D.C., connecting with advisors, sharing insights, and discussing ways firms can grow with confidence.
If you’ll be attending, we’d love to connect while we’re there!
05/27/2026
Every registration, sponsorship, and swing on the course helps support the important work of the Animal Rescue League of Iowa and the Iowa Narcotics Officers Association.
From helping animals find loving homes to supporting those who work to keep our communities safe, these organizations make a difference every day, and we’re proud to play a small part in supporting their missions.
Thank you to everyone who has already registered, sponsored, and supported this year’s event. Your participation truly makes an impact.
Join us in driving change, one swing at a time. https://events.myriadas.com/
05/25/2026
From all of us at Myriad, we honor and remember the courageous individuals who gave their lives in service to our country. Wishing you a safe and meaningful Memorial Day.
05/22/2026
The way an office is designed can have a direct impact on productivity, collaboration, and overall employee experience. From creating more flexible work environments to incorporating thoughtful design elements that support focus and wellness, businesses are rethinking how their spaces work for their teams.
If your team is considering a new office space or planning a move, Myriad can help support the process, from planning and logistics to creating a workspace that better fits your team’s needs and long-term goals.
Click here to claim your Sponsored Listing.
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Telephone
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Address
2520 SE Encompass Drive, Suite 200
Waukee, IA
50263
Opening Hours
| Monday | 7am - 5pm |
| Tuesday | 7am - 5pm |
| Wednesday | 7am - 5pm |
| Thursday | 7am - 5pm |
| Friday | 7am - 5pm |