Axos Advisor Services
RIA custodian operated by Axos Clearing, the former E*TRADE Advisor Services.
axosadvisorservices.comAxos Advisor Services provides custody, cash management, retirement plan and investment services to independent advisers, and says its Liberty platform is built for RIAs. Back-office services come from Axos Clearing LLC.
Axos Financial bought the business from Morgan Stanley's E*TRADE Advisor Services unit in 2021.
In the filings
84 of 8,572 wealth-focused RIAs, or 1%, name Axos as a custodian on Form ADV. See the full record.
What it does
- Custody
- Cash management
- Retirement plans
- Investment solutions
- Liberty platform
Coverage
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