GTAdams Helping Advisors Go Independent

GT Adams helps successful financial advisors understand and succeed in the independent financial advisor world.
This channel is for wirehouse and large-firm financial advisors exploring independence, including the RIA and independent broker-dealer models. Led by Tim Adams, former independent firm owner, GT Adams provides clear, real-world insight into what it takes to transition from firms like Merrill Lynch, Morgan Stanley, UBS, and Wells Fargo into independence.

Tim is no longer a practicing financial advisor. He works exclusively with experienced advisors to help them understand the independent landscape, evaluate options, avoid costly mistakes, and preserve what they’ve built while moving toward ownership, autonomy, and long-term success.

This channel is educational, not financial advice and not recruiting. It is designed for established advisors who already sense that independence is their next step.