Get one-on-one investment help with advisor referral

Our Advisor Direct® referral program gets you an introduction to an independent Registered Investment Advisor (RIA). If you decide to engage in their services, they will work with you to develop customized investment strategies around goals which may include portfolio management, retirement planning, and tax, trust and estate planning.

How AdvisorDirect works

  • A USB financial consultant will help you identify an independent RIA near you to arrange a face-to-face meeting
  • You’ll have a free consultation to become comfortable with their approach and discuss your financial goals
  • If it’s a good fit, they’ll work with you to create a management approach for your portfolio, including best strategies for your goals, and how involved you’ll be in the decision‐making process

Personalized service, flexible support

Your independent RIA is responsible for understanding your wealth-related needs and plans for the future, providing you with objective advice based on your goals. Whether you opt for a hands-on or hands-off approach, your RIA should provide the level of support needed to effectively create and manage your portfolio.


Your best interest in mind

Fiduciary responsibility

It's an RIA's fiduciary and legal duty to act in your best interest.

Qualification process

Every independent RIA participating in the AdvisorDirect program has met our proprietary eligibility requirements.

Straightforward pricing

With a straightforward fee structure, RIAs typically charge a percentage of your managed assets, so it’s in their best interest to make portfolio recommendations consistent with your needs and objectives.