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The Wunderlich Difference

Why Wunderlich?

We understand why you may not be happy at your current firm. Perhaps you want to be more than just a rep number. Maybe you want the personal attention and flexibility that come with working in a small-firm culture, and still have access to the products, resources and support of a much larger firm. Or, you simply want a firm that will get behind you, and not in your way.

Wunderlich is what a firm should be – advisor-driven, client-focused, and dedicated to helping you gather assets and grow your business through advanced technology, product innovation and a firm culture that always puts the needs of our advisors first.

To tell our story, we asked the people who know best why Wunderlich is the right firm for you: our advisors and the people who support them.

Hear what they have to say, and see the Wunderlich difference.


The freedom to grow your way.


Built on the strength of our advisors.

Company Profile

What a firm should be.


Produce more, earn more, keep more.


Your independence made stronger.


Reach out to a Manager near you.

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A firm defined by
its people.

Shawn Kenny

Financial Advisor

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