Company History
Victory Financial Group was founded by a group of established financial advisors who shared a clear vision: build an advisor-centric, advisor-owned platform that facilitates true fiduciary responsibility to serve clients and their families.
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With decades of combined experience, we’ve navigated industry complexities and recognized a consistent problem: conflicts of interest are embedded in most advisor platforms.
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​Whether at banks, wirehouses, captive insurance firms, independent broker-dealers, or private equity-backed RIAs, advisors often face opaque barriers that misalign with client needs. They also experience the advisor-client relationship being treated as a commodity for shareholder profit.
We've chosen a different path - investing our life’s work into building a platform where advisors and their clients come first.​ We look forward to hearing your story and exploring whether our vision aligns with the future of your business.
$1B+
AUM as of 7/31/25
185%
CAGR*
40+
Advisors onboarded in the last 24 months
3+
Years as the only truly advisor owned platform in the country
At Victory Financial, We Believe...
Advisors Should Own Their Books of Business, Period
You spent decades creating and cultivating relationships. No broker-dealer, RIA, or insurance company should be able to take what you rightfully built.
In Putting Ownership
Where It Belongs
Top advisors deserve more than market payouts, they deserve a true stake in what they’re building. At Victory Financial, our partners are owners in the platform and share in its success through annual profit distributions.
In Providing True Independence
W2, IBD, and PE back models have conflicts of interest, and clients pay the price. Advisors deserve a platform that can provide solutions that suit your situation, every time.​​
Collaboration Fuels Potential
We believe advisors reach their highest potential when they can share ideas and leverage the right resources. At Victory Financial, we provide the platform, support, and community to help you unlock that potential and achieve the vision you have for your business.
We are a growing, national collective of independent, like-minded advisors who aim to serve their clients with the utmost care. If you are an entrepreneurial advisor who aligns with our values and is interested in learning more about partnership, we would love to speak with you.
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Mission
To build and steward the most advisor-centric independent RIA platform in the country.
Vision
Deliver unrivaled economics, ownership, and support to entrepreneurial independent advisors.
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