Empowered

Our network of resources and flexible solutions allow you to fully realize your entrepreneurial dreams.

Independent

You retain full ownership of your business; you determine your direction and how fast you want to grow.

Conflict-free

We offer the world-class tools, products and services you need to serve your clients with distinction.

our services

From transition issues and back-office support to financing, platform development, and site location, we manage the details for you.

learn more

innovative benefits

From transition issues and back-office support to financing, platform development, and site location, we manage the details for you.

learn more

our network

From transition issues and back-office support to financing, platform development, and site location, we manage the details for you.

learn more
our services

From transition issues and back-office support to financing, platform development, and site location, we manage the details for you.

learn more
innovative benefits

From transition issues and back-office support to financing, platform development, and site location, we manage the details for you.

learn more
the network effect

From transition issues and back-office support to financing, platform development, and site location, we manage the details for you.

learn more

powering independence

our vision

To empower advisors of integrity to realize their entrepreneurial dreams and to transform the advisor-client relationship.

events

October 13-14, 2015

Tiburon CEO Summit XXIX

October 21-23, 2015

Dynasty Partners Summit

November 10-13, 2015

Schwab Impact 2015

December 01, 2015

Barron’s Top Women Advisors Summit

press

June 30, 2015

Former $3B Deutsche Bank Advisors Launch California RIA - wealthmanagement.com

A San Francisco-based advisory team from Deutsche Bank with $3 billion in client assets launched Intellectus Partners as [...]

read more

June 29, 2015

One of the Largest Wealth Management Teams in California, Led by David J. La Placa and Jay Casey, Launch Independent Advisory Firm: Intellectus Partners - Business Wire

Dynasty Financial Partners (“Dynasty”) today announced its partnership with Intellectus Partners [...]

read more

June 29, 2015

Deutsche Bank Loses Team Managing $3 Billion to Startup - Bloomberg Business

David J. La Placa, a wealth manager in Deutsche Bank AG’s San Francisco office, resigned on Friday with three [...]

read more

June 29, 2015

Two advisers who ran one of the largest brokerage practices in California while at Deutsche Bank Securities Inc. have jumped ship to start their own firm, according to an announcement. - Investment News

The advisers, David La Placa and Jay Casey, founded Intellectus Partners after managing some $3.2 billion at Deutsche [...]

read more