Top Independent Broker Dealer | Who We Are | About Us

Who we are.

Grove Point is a boutique broker-dealer specializing in personalized advisor-focused service. Led by accessible leadership and driven by a diverse community of advisors, we provide the technology and financial solutions that help you grow.


We believe that the relationship between us and our financial professional should be creative and collaborative, grounded in a mutual commitment to success. There's no bureaucracy, no closed doors, and no secrecy around the belief that we only succeed when you succeed. Here, we foster an open network of your peers to share learnings and success. We do things differently at Grove Point, and it's a difference you'll feel from day one.


Just as the grove stands apart from the forest, Grove Point stands apart from the forest-sized firms within our industry. We are a place where financial professionals can cultivate excellence – and we invite them to grow with us.

Community Snapshot

As one of the nation's most enduring independent broker-dealers and Registered Investment Advisor (RIA), we provide investment solutions, services, technologies, and assistance to financial professionals across the country.
Professional Ratio
Financial Professionals
Assets Under
10.3 years
Average Tenure
Average Production


We have some of the most committed and driven associates in the industry. We are problem-solvers and work hard to support our financial professionals so they can serve the clients and communities in which we live.

We are committed to diversity, equality, and inclusion. Our differences are one of our strengths and drive real business outcomes for us. Of course, nurturing our culture means we also have fun. We bond over our work, our play, and our giving-back efforts.

Interested in working with us? Visit our Career Page to see open positions.


Take control of your future.

Achieve your definition of success.

Join our advisor community to access relationship-driven service and the supportive alliance of our team. Ready to grow? Enter your details below to be contacted by one of our experts.