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Why Vanderbilt?

At Vanderbilt, we are committed to being the platform of choice for entrepreneurial minded, independent Advisors.

We welcome advisors and clients to come visit us, to speak with our team and to learn more about what makes Vanderbilt such a unique community.

Flexibility

Vanderbilt is committed to helping financial advisors develop their businesses on their own terms. Through our collaborative community, we seek to ensure maximum flexibility for advisors as they define their path. What business flexibility do you desire?

Breadth

The Vanderbilt team has more than 80 years of collective investment management, equity trading and execution experience. Our planning and investment platform is robust, offering advisors depth of product and planning tools designed to bring the latest innovations to clients.

Experience

With a diverse advisor community of more than 200 unique advisors and growing, Vanderbilt has the experience and processes in place to assist advisors in finding the right solutions and streamlining processes and paperwork to maximize business efficiency.

Transition Support

A collaborative atmosphere ensures that teamwork is a core attribute of Vanderbilt's transition support services. We are committed to ensuring a smooth transition and working with advisors to maximize their businesses on their own terms.

Changes are Hard

Making a move is a big undertaking. That’s why we’ve created an electronic transition process that makes it quick, easy and environmentally-friendly. At Vanderbilt, advisors will enjoy:

  • 100% paperless transition with electronically prepared documents
  • Dedicated transition manager
  • Individual training and support on all platforms needed to run your business at VFG
  • Individual training and support on Docupace & Docusign platforms
  • Signature prompts to ensure forms are submitted correctly
  • Daily and/or weekly transition updates
  • Oversight of all transition documents processed and submitted by the transition team
  • Timely follow up with product companies for quick turnaround

Frequently asked questions

At Vanderbilt, we strive to provide a unique experience to our advisors and clients. Our commitment to GRITT and to making the future brighter through collaboration, culture and ingenuity is demonstrated throughout our organization.

When advisors and clients experience Vanderbilt for the first time, they are blown away by the difference. This difference is by design. We aim to be a leader in disruptive finance, maximizing flexibility, creating opportunities and ultimately impacting the future. Here are the most frequently asked questions we receive:

Each month, we limit the number of new advisors we add to the team to ensure you receive the highest level of individual care and attention. Each new advisor is assigned an onboarding manager who plans and organizes your entire transition, allowing you more time to meet with your clients to discuss the account transfer process in a timely and stress-free fashion.

Our customized process ensures the highest level of customer service throughout your onboarding process to create a smooth, seamless, and comfortable experience. We pride ourselves on providing world-class service with a family office feel.

Making a move is a big undertaking. That’s why we’ve created an electronic transition process that makes it quick, easy, and environmentally friendly.

Yes, and in addition we have our own full service RIA from Vanderbilt Advisory Services with over 400 SMA Managers to choose from.

Vanderbilt offers a robust platform which includes multiple clearing options, an insurance division, alternative and traditional investments. To receive a comprehensive guide to Vanderbilt Financial Group contact us.

GRITT stands for Gratitude, Respect, Innovation, Teamwork, Trustworthiness. They are our core values and guiding principles. Learn more about our culture of GRITT here.

We love this question as Vanderbilt truly cares about building a community of collaboration and engagement. This is not something we see in the industry at large, and a cornerstone of how we engage internally and externally. We would welcome a conversation to show you how we engage, and can even connect you with some of our advisors.

Contact us to schedule a conversation.

Did You Know...

Vanderbilt limits the number of new advisors added to the team each month to ensure the highest level of individual care and attention. 

Each new advisor is assigned an onboarding manager who plans and organizes the entire transition, allowing you more time to meet with your clients to discuss the account transfer process in a timely and stress-free fashion.

Get in Touch! 800.676.2921

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