Broker dealer in Atlanta

Empowering Entrepreneur Advisors Through True Flexibility

An independent broker dealer, founded by advisors for advisors

Get the independence, flexible investments, and collaborative culture you’ve been searching for

You’ve worked hard to build a very valuable business, but your current firm is likely holding you back. That’s where we come in.

After serving as an independent advisor for more than 20 years, our founder, David Millican, launched Arkadios. The reason was simple: he experienced first-hand how broker dealers were changing the game and making decisions based on corporate goals instead of the needs of advisors like you and your clients.

Broker dealer meetingBroker dealer working

“Holos Integrated Wealth found an ideal partner in Arkadios with CEO David Millican, who built his own business through recruiting and acquisitions. We are going to continue to grow our firm, leveraging Arkadios’ experience and support, while putting our client’s financial well-being first.”

Brian Stephenson
Holos Integrated Wealth

“Arkadios checked all the boxes, advisor-owned, advisor-focused, smaller, flexible, willing to hear what we have to say and help us find solutions that are in our clients’ best interest.”

Patrick Simpkins
Proximity Financial Partners

Don’t let the fear of a tough transition keep you from making the change that’s right for you

We’re here to make your transition as easy as possible.

Making life easier

Make your life easier

Gain back your autonomy and efficiency without sacrificing technology stack, back office support, or guidance.

Today, most broker dealers implement requirements that restrict you from delivering the best services to your clients. But we’re different.

“We found in Arkadios a firm that respects and embraces the entrepreneurial spirit of being independent.”

Michael Thompson
Thompson Pratt Capital Management

The benefits of partnering with us:

Arkadios offers industry leading payouts with a multi-custodial platform for advisors.

Arkadios is a firm that operates from the advisors’ perspectives; founded by advisors for advisors.

Get answers to your operational and compliance questions in minutes and hours, not weeks and months.

Experience tailored support rather than a one-size-fits-all approach.

Greater flexibility of investment solutions for your clients with our wide product diversity.

Get access to the best-in-class advisor tools

Best-in-class advisor tools

Black Diamond

Comprehensive performance reporting system

  • Reporting
  • Rebalancing
  • Proactive Service
  • Custodial Data
  • Integration Network
  • Investor Experience
  • Portfolio management


Total Advisor Platform

  • Built to improve efficiency and productivity
  • Automated business workflows
  • Paperless platform with e-Signature
  • Cloud based vault storage
  • Faster client onboarding and reduced NIGO rates

SMArtX Advisor Solutions

Complete Managed Account Platform

  • Third party strategies
  • Performance reporting
  • Trading
  • Advisor as PM
  • Re-balancing
  • Drift Management
  • Research
  • Portfolio Construction
  • Proposals
  • Black Diamond & Wealthscape Integration
Client management solutions

Redtail CRM

  • Cost-effective, easy and tailored to today’s financial professional

Research center

  • Asset Allocation – Asset-class performance matrix, multiple asset allocation models
  • Emerging Investments – New manager recommended list and manager analysis
  • Research & Analysis – Quarterly commentaries that cover the markets, asset classes and the global economy
  • Market Commentary – Timely topics affecting the economy and capital markets. White papers and articles relating to financial planning and investment ideas

The transition shouldn’t be daunting

We understand that transitioning your clients over to a new firm always feels overwhelming. It may seem to require a lot of you, but we’re here to make it as easy as possible. We’ll ease the transition and guide you through the onboarding process so you and your clients are happy.