Arkadios Capital Adds $500 Million via Three Successful Advisor Groups in Q1

Arkadios Capital, a leading hybrid broker-dealer, added three successful advisor groups in the first quarter, representing $500 million in net new assets under advisement (AUA).

The recently onboarded advisor groups include Wealthstone Group, headquartered in Saddle Brook, N.J.; Moore Invested, based in Atlanta; and Secura Financial, operating out of Orange, Ca. Arkadios Capital attracted the teams because of its diverse portfolio of advisory services and its commitment to empowering financial advisors with the tools and resources necessary to thrive in today’s dynamic market.

“Arkadios was born out of a vision for independence and a dedication to serving advisors and their clients,” said Paul J. Pilcher, Director of Strategic Partnerships. “We are honored to welcome these esteemed advisor groups into our community, and we remain steadfast in our mission to provide unparalleled support and resources to help them succeed.”

Arkadios Capital is a dual-registered investment advisor (RIA) and broker-dealer, offering advisors the flexibility to operate fee- and commission-based practices. The firm provides access to a comprehensive suite of investment solutions across all asset classes, including alternative investments such as private equity, real estate funds, hedge funds, structured products, and more.

“We are committed to offering industry-leading resources, a multi-custodial platform and personalized support tailored to the unique needs of each advisor,” added Pilcher. “At Arkadios Capital, we operate from the advisors’ perspective, guided by principles of independence, flexibility and collaboration.”

Arkadios Capital’s exceptional performance in 2023 propelled the firm into the top ranks of Financial Advisor Magazine’s Independent Broker-Dealer list, securing a position among the top 30 firms. Additionally, the firm is in the top 10 for Revenue per Advisor, reflecting its ongoing commitment to delivering value and excellence to its advisor partners.

About Arkadios Capital
Arkadios Capital is a hybrid independent broker/dealer founded by a successful registered independent advisor for successful registered independent advisors. Specializing in supporting larger and growth-oriented wealth management firms, Arkadios has grown to more than $11B in affiliated assets and over 200 advisors with 50 offices across the United States and Puerto Rico. For more information visit