Myriad Advisor Solutions

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

. Financial advisors possess a unique skill set and vast knowledge of their industry, but often lack the experience and expertise in areas such as Marketing, Technology, Human Resources, Transition Planning, Real Estate, and more that are critical to running a successful practice. Myriad specializes in providing advisors with solutions in these areas so they can operate their firms more effectively, reduce expenses, and maximize growth.

We’re just one week away from the TradePMR Synergy Conference!Myriad’s CTO, Leigh White, and Director of Compliance, Ani...
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!

Every registration, sponsorship, and swing on the course helps support the important work of the Animal Rescue League of...
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/

From all of us at Myriad, we honor and remember the courageous individuals who gave their lives in service to our countr...
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.

The way an office is designed can have a direct impact on productivity, collaboration, and overall employee experience. ...
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.

05/21/2026

Our tournament isn't just about birdies and bragging rights!

From cannon launches to chipping challenges and circle shots, every game on the course adds fun to your round while supporting a meaningful cause.

Whether you’re competing for prizes, enjoying time with friends, or simply giving back, every swing helps make an impact.

Spots are filling quickly. Register your foursome today and check out what games are offered at this year's tournament!

Link: https://events.myriadas.com/games/

Avoid the last-minute scramble of equipment delays and account setup issues by getting a head start now. Preparing in ad...
05/18/2026

Avoid the last-minute scramble of equipment delays and account setup issues by getting a head start now. Preparing in advance helps ensure your interns are set up for success from day one.

Connect with Myriad Advisor Solutions to begin the onboarding process and coordinate all necessary setup.

We’re here to help every step of the way.

AI is becoming essential for advisory firms, but success starts with the right foundation first.In her latest Advisorped...
05/15/2026

AI is becoming essential for advisory firms, but success starts with the right foundation first.

In her latest Advisorpedia feature, Danielle White shares why firms must align compliance, cybersecurity, and operations before implementing AI at scale.

The firms that win with AI will not be the fastest adopters. They will be the most prepared.

Read the full article: https://www.advisorpedia.com/advisor-tools/advisors-want-ai-but-success-depends-on-what-comes-first/?utm_source=chatgpt.com

Did you know? Your brand should feel consistent in every detail, right down to your stationery. Our marketing team can h...
05/14/2026

Did you know?

Your brand should feel consistent in every detail, right down to your stationery.

Our marketing team can help streamline the ordering process for business cards, letterhead, envelopes, notepads, presentation folders, and more to ensure everything stays polished, professional, and on-brand. From design updates to print coordination, we’re here to make it easy.

Recognition like this is earned.Congratulations to the advisory teams named to the 2026 Barron’s Top 250 Private Wealth ...
05/13/2026

Recognition like this is earned.

Congratulations to the advisory teams named to the 2026 Barron’s Top 250 Private Wealth Management Teams list. We are proud that several of these respected firms are Myriad clients.

These teams continue to set the standard through exceptional client service, leadership, and long-term vision.

Thank you for trusting Myriad to support your businesses behind the scenes while you focus on serving clients and growing your firms.

https://www.barrons.com/advisor/report/top-financial-advisors/private-wealth?page=1&

Teams are filling up fast for our upcoming golf tournament, and we’re down to limited openings!Join us for a day on the ...
05/12/2026

Teams are filling up fast for our upcoming golf tournament, and we’re down to limited openings!

Join us for a day on the course with great company, friendly competition, and an even better cause.

Spots won’t last, sign up today! https://events.myriadas.com/

05/10/2026

We’re not just supporters of small businesses — we are one.

This National Small Business Day, we’re celebrating the determination, resilience, and dedication that drive businesses like ours forward every day. We’re proud to support the advisors we serve, and grateful they trust us as their partner in growth.

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

Telephone

+15158501212

Website

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