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2300 1st Street, Suite 350, Livermore, CA 94550

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How We Help

Institution Based Advisors

As a financial advisor working within a bank or credit union, finding the right home for your business is critical. BAR Financial understands the unique challenges you face, and we offer customized solutions to help you succeed. Whether you’re looking to continue working within a financial institution or would like to open up your own office, we provide the support you need to thrive.

Countless Resources

Our team can help you access one of our affiliated banks and credit union investment programs across the country, providing you with the resources you need to offer your clients the best possible service.

Back-office Support

We offer comprehensive back-office support, advanced planning resources, compliance services, and client service systems to help you establish your practice and get up and running quickly.

Experienced Help

Our team has decades of experience working with financial advisors within institutions, and we have a deep understanding of the challenges and opportunities faced by advisors in this space.

Ongoing Support

BAR Financial is dedicated to providing financial advisors with the tools and resources they need to succeed, and we are committed to helping you build a thriving practice.

Uncomplicated Compliance

Stay compliant with our guided compliance and supervisory teams.

Growth on Your
Terms

Affiliate and grow on your terms - from hybrid to standalone RIA with our guidance.

Leads Without Prospecting

Receive screened, and qualified client leads without prospecting.

Contact Us Today

Connect with us today to learn how BAR Financial can help you achieve your goals.

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About BAR Financial

About BAR Financial

For over 30 years, BAR Financial has been helping financial advisors acquire and retain clients with innovative solutions, including back-office support, advanced planning resources, compliance, and client service systems. We also assist in business growth through systematic marketing programs, access to methods for acquiring other books of business, and BAR Academy — our comprehensive training program.

Why BAR

Personalized guidance from our dedicated team will help you navigate every stage of your journey.

We're Different

Our Team

We're a team of experienced financial professionals dedicated to helping you reach your financial goals.

Meet the Team

Contact Us

Contact us at BAR Financial to learn more about how we can help you define success on your own terms.

Contact Us Today