Skip to main content

LION STREET OWNER FIRMS 


Lion Street is a leading national financial services company comprised of 175 independent Owner-Firms that specialize in design and planning for high net worth and corporate clients. Each Owner-Firm is carefully selected, held to the highest ethical standards, and approved by an Executive Committee. The term “Owner” is used, as each advisor is a stockholder in Lion Street, similar to being a partner in a law or tax firm. This model supports “Fierce Independence” compared to being an employee, broker, or member of an organization. Ownership in Lion Street is by invitation only; we have no members.

ELITE NATIONAL NETWORK OF FIERCELY INDEPENDENT OWNER-FIRMS

Being part of an elite national network creates a culture of collaboration and best practices to support each firm in providing the best solutions for its clients. Lion Street has over 175 Owner-Firms with 260+ Advisor-Owners in 140 Cities across 39 States.

OPEN ARCHITECTURE AND NO PROPRIETARY PRODUCTS

Owner-Firms leverage a state-of-the-art platform with access to all major products combined with sophisticated resources needed to design advanced solutions for high net worth and corporate clients. As one of the top national distributors, Lion Street maintains significance and scale in the marketplace for the benefit of its Owner-Firms and its clients. We do not offer any proprietary products in order to maintain complete objectivity and provide unbiased advice.

LION STREET, INC.

Lion Street headquarters is located in Austin, Texas, with more than 50 employees that support its Owner-Firms by providing the intellectual capital and resources needed to keep firms “Fiercely Independent”.