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Top ranking in Financial Advisor Magazine's RIA survey

Find Your Freedom With Titleist

We help advisors find freedom through independence. 


If you would like to escape the headaches of bureaucratic organizations, gain clarity on your future and optimize for business growth… you might be a right fit for our network of advisors.

Before Going Independent
Advisors Struggle With:

A frustrated Financial Advisors who wants to find a new firm

Firm Bureaucracy

A Lack of Transparency 

Real Growth Opportunities 

After Going Independent
Advisors Have: 

True Business Freedom

Clarity On Their Future

Capacity For Growth

A happy Financial Advisor
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Step 1

Explore the Titleist 
affiliation options
step 2

Experience a Transparent Due Diligence Process
step 3

Execute a Seamless Transition to Independence 

Learn About Titleist

Schedule Meeting

Schedule A Confidential Discovery Meeting

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Connect with Co-founder and Managing Partner J.B. O'Banion for a confidential discussion about how you can find your freedom as an independent advisor at Titleist.


Phone: 210-591-0452

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