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Break Free from Broker-Dealer Shackles

If You're a Seasoned Advisor with >$25MM AUM Tired of Compliance Drudgery and Micromanagement, Discover How Invst Gives You Freedom, Support, and Growth—Without the BS.

Tired of pushing "garbage" products at a wirehouse? Frustrated that your 5-10 years of hustle isn't translating to real autonomy or higher payouts? You're not alone. At Invst, we get it—because we lived it.
 
Scott Jarred, Wall Street Journal bestselling author of FutureHack!, and Lloyd Easters, business builder and integrator, ditched the broker-dealer grind in 2016 to create an independent RIA where advisors thrive.

Watch our exclusive Video below to hear our story: From golden handcuffs to explosive growth. 

Learn how joining Invst means:

  • Freedom to run your book your way.
  • ​Higher payouts + equity options.
  • ​Cutting-edge tech stack for seamless planning delivery
  • A collaborative culture with masterminds.
  • ​Back-office support (CPAs, paraplanners) to ditch tedious tasks.
  • Guaranteed succession for long-term security.

Your Pain, Amplified 
Imagine: More time with clients, less with compliance Nazis. No more outdated portals that embarrass you in meetings. Goodbye to cultures where ideas die in silos.

Advisors like you tell us: "I want to grow my niche—entrepreneurs, families—but the firm won't let me." Or, "Payouts are fine, but equity? Ha!" Sound familiar?

The Invst Difference – Your Desires Delivered 
We started Invst in 2003 under a broker-dealer, but by 2016, Scott said enough. He walked away from a multimillion pension because integrity matters more than chains. Lloyd joined in 2015 as the perfect Visionary/Integrator yin and yang to scale like they never thought possible. 

Now? We're an independent powerhouse: 

  • Compensation & Equity: Superior payouts, plus ownership stakes for real wealth-building.
  • ​Tech & Support: Modern portals, tools, and integrations so you focus on $25-50MM growth.
  • ​Culture & Autonomy: Brain Trust masterminds; collaborate with peers who get your world.
  • Succession & Reputation: Ironclad plans for your future and roadmaps to get you there.
  • ​Niche Freedom: Open new markets with our backing.
Ready to hack your future? 
Watch the exclusive above, then book a confidential chat with Scott & Lloyd.
Your Summit Host
SCOTT JARRED
Hi, I'm...
SCOTT JARRED
CEO, Invst LLC
I know what it's like to build and grow a high energy, 10X company. I've been on the front line grinding everyday to make sure the business was successful. 

It wasn't until I implemented a proven process to run the business was I able to enjoy the four freedoms as an advisor & business owner - financial, time, purpose, & relationships. These are the same freedoms I want for you. 

Invst was built by advisors for advisors. The goal was to have an RIA optimized for advisors to best serve their clients, and to live their best life as an advisor. 

Schedule a call to see if Invst is a right fit for you. 

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Since inception, it has been our mission to educate, guide and counsel people to reach financial freedom, faster. Specializing in full-service wealth building, we help protect your life’s work, grow your wealth, and sustain your legacy.
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Please review important Disclosure Information set forth in this website. Check the background of our investment professionals on FINRA’s BrokerCheck. Invst is an independent Registered Investment Advisory firm headquartered in Indianapolis, IN with offices in Tampa, New York and New Jersey. Our mission is to educate, guide and counsel our clients to achieve their full financial potential.