NEXT Financial Group

About NEXT Financial Group

In 1998, a group of financial advisors had a simple idea: a broker-dealer in which all advisors could take part in ownership and equity of the company. The result was NEXT Financial Group, Inc., an independent broker-dealer with a culture centered around advisors.

Today, NEXT operates under the same principles on which it was founded and has grown to become one of the industry’s most recognized independent financial services firms. To date, NEXT Representatives have acquired more than $13.5* billion in individual, business, trust and retirement plan assets. This success can be attributed to NEXT’s commitment to ensuring their Representatives have the right products and resources to meet client demands.

NEXT’s offerings include cutting-edge, flexible advisory programs that are low cost and easy to use, experienced Business Management Consultants available to all Representatives, and a wide range of marketing services from an in-house team of experts. NEXT’s services are designed to give Representatives the ability to run their practices independently and successfully—all with a superior customer service that leaves everyone feeling like family.

NEXT is owned by its advisors and staff and no shareholder owns more than 10 percent of the company. The Board of Directors is made up of six producing division managers, and all committees within NEXT are run by NEXT advisors. An eight-time Broker-Dealer of the Year award-winning* firm, NEXT encourages and empowers advisors to take the reins of their own careers and to achieve their full potential as financial professionals.

*Asset numbers are as of August 31, 2018.

*Based on a poll of registered representatives conducted by Investment Advisor magazine. Broker-dealers rated highest by their representatives are awarded “Broker-Dealer (B-D) of the Year.”

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