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Ascentis Independent Advisors

EST. AUM
$2,094,861,769

CONTACTS
3

CLIENT ACCOUNTS
7,464

Firm Details

Metro area Dallas
CRD Number 322879
Website ascentis.co
Client types

Overview

Ascentis Independent Advisors, LLC is a Dallas-based Registered Investment Adviser (RIA) and the independent advisor division of Ascentis Holdings. Formerly known as Golden State Equity Partners, the firm rebranded in early 2026 following its acquisition by Ascentis Operations, LLC and the subsequent merger with ORG Partners, LLC. The firm provides a robust support platform for independent fee-based advisors (1099), offering compliance, technology, and marketing resources. Its advisory services include discretionary asset management, financial planning, and a specialized Private Direct Investments (PDI) program for accredited investors.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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