The VisionThe Platform
DFPG’s institutional quality investment platform provides advisors, and their clients, customized access to traditional asset management solutions, coupled with a differentiated suite of alternative investment selections.
Explore Our PlatformThe Experience
Advisors seeking a personal touch, and a boutique experience, will appreciate the family-like culture of DFPG. DFPG values the feedback of its advisor partners in developing systems, processes, and technology to streamline your business and practice management needs.
The Advisor ExperienceThe Transition
The selection of a registered investment advisor and/or broker-dealer partner is one of the most important decisions an advisor will make, and it all begins with the transition. DFPG’s QuickLaunch program is a plan-based system in which a dedicated transition team prepares your practice so that when registration day comes, your business is ready to launch through the transition.
The Transition ProcessStriving to Set a New Standard.
DFPG acknowledges the important role we play in the lives of all our stakeholders. Beginning with the investor, and expanding out to our social responsibility, DFPG’s core values account for how we will conduct ourselves at every touchpoint.
