The Access You Need to Compete

Realta equips entrepreneurial, high-net-worth focused advisors with a platform built to compete at the top of the market, including full product access, operational depth, and a home office invested in your success.

Private Markets & Alternative Investments

When your HNW clients ask for opportunities that most platforms can’t deliver, you can.

Realta has a long track record in alternatives and private markets, offering a product shelf significantly broader than most broker-dealers and a dedicated due diligence team that works directly with advisors.

- Oil and gas, venture capital, and structured products

- 1031 exchanges and tax-advantaged strategies including Roth IRA conversion strategies

- Custom deals, club deals, and preferred allocations from vetted sponsors

- Sponsor and product screening by a dedicated due diligence team

- One-on-one advisor prep for client meetings

- Proactive outreach on product updates, industry trends, and emerging strategies
- Private equity, private credit, real estate, infrastructure, and hedge funds

Investment Advisory Solutions

Our full advisory platform gives you the flexibility you need to serve clients the way you work best.

• Advisory managed accounts

• Model portfolios

• Separately managed accounts (SMA)

• Unified managed accounts (UMA)

• Small account solutions

• Full financial planning suite with tax capabilities

Technology & Operations

A tech stack built for advisors who want to run a sophisticated practice without operational drag.

• Integrated advisor and client platform with open architecture

• Sophisticated data management and proprietary workflows

• Virtual assistant program

• Multiple leading custody options for client accounts and assets

Home Office Support

When something matters to your practice, it reaches the right person fast.

• 7:1 advisor-to-support-staff ratio

• 250-plus years of combined operations and service team experience

• 85% of service requests resolved within 24 hours

• Direct connection with a dedicated supervisor

• C-suite accessible without layers of approval or call center routing

• Compliance built around partnership

Advisor Community

Realta marries the privilege of autonomy with the power of community.

• Selective recruiting that builds a consistent standard across the network

• Annual national conference bringing together advisors, industry leaders, and strategic partners

• Regional training and educational forums focused on alternatives, structured products, private markets, and due diligence

• Strategic Advisory Council giving advisors a direct voice in firm direction

• Platinum Advisors Conference for top producers

• Facilitated study groups and peer collaboration