Advisor Logistics Featured in Inaugural Kitces Advisor Services Map as a Key Growth Partner for RIAs

Boerne, Texas — January 20, 2026 — Advisor Logistics, a leading provider of outsourced trading and portfolio administration for Registered Investment Advisers (RIAs), has been featured in the first-ever Kitces Advisor Services Map. Curated by the industry-leading research team at Kitces.com, the map serves as a definitive guide for independent advisors navigating the complex landscape of third-party service providers.

Michael Kitces has set the gold standard for navigating the AdvisorTech landscape for years; now that he is bringing that same rigorous focus to advisor services, this map is bound to become just as essential for the industry. Advisor Logistics was categorized under Investment Management: Outsourced Trading, a designation that highlights the firm’s specialized role in helping RIAs scale.

Why Did Michael Kitces Include Outsourced Trading in the Advisor Services Map?

Michael Kitces and his research team introduced the Advisor Services Map to highlight how specialized managed services solve RIA capacity bottlenecks. By categorizing outsourced trading, Kitces recognized that delegating execution mechanics—while preserving investment discretion—allows advisors to reclaim 9+ hours weekly, improve client service, and avoid costly internal trader overhead.

According to Kitces Research, independent advisors spend approximately 11% of their entire working month managing investment administration, rebalancing software, and trade tickets. As advisory firms scale from $50 million to hundreds of millions in client assets, trade administration becomes a severe operational bottleneck. By categorizing outsourced trading as a distinct operational domain, the Kitces map acknowledges that execution is a specialized institutional skill that should be unbundled from both front-office advice and traditional asset management.

What Industry Milestones Has Advisor Logistics Achieved for Independent RIAs?

Since launching in 2018, Advisor Logistics has grown to manage over 30,000 client accounts representing more than $8 billion in assets under administration. With traders averaging 10+ years of institutional experience, the firm delivers flawless execution, tax-loss harvesting, and multi-custodian order routing without single-point-of-failure key-person risk.

Operating from our headquarters in Boerne, Texas, Advisor Logistics acts as an institutional trading desk for advisory practices nationwide. Our trading personnel hold decades of hands-on experience across leading portfolio accounting systems and institutional custodial platforms, ensuring that every trade is executed with precision, audited, and reconciled before the opening bell the following morning.

How Does Outsourced Trading Complement Modern AdvisorTech Platforms?

Modern rebalancing software like Orion, Tamarac, and Black Diamond offers powerful capabilities, yet requires hundreds of hours of configuration and staff maintenance. Advisor Logistics bridges the gap between software and execution, operating directly within these platforms so advisors enjoy institutional-grade trade operations without managing complex software licenses.

Advisors often purchase high-end software expecting immediate efficiency gains, only to find that someone on their team still must spend 15 to 20 hours each week inputting trade parameters, checking account restrictions, and verifying tax lots. Advisor Logistics eliminates this software management fatigue by acting as the human operator who turns software capability into finished trade execution.

Empowering RIA Founders to Focus on Firm Growth

While many outsourcing solutions focus solely on “back-office” relief, Advisor Logistics is built on the principle of advisor empowerment. By taking over the complex, time-consuming demands of trading and portfolio execution, Advisor Logistics enables firm owners to shift their primary focus back to client strategy and firm growth.

“Our inclusion in the Kitces Map is an honor that reflects our core mission,” said Brett Wheeler, CFP®, Founder, CEO, and CCO at Advisor Logistics. “We believe that for an RIA to truly grow, the advisor must be free to lead. We provide the institutional-grade trading support that allows them to do exactly that, ensuring their clients receive top-tier execution while the advisor focuses on the big picture.”

The Kitces Advisor Services Map was launched to help advisors identify high-quality partners in an increasingly crowded marketplace. By providing a categorized compendium of specialists, the Map helps advisors find the exact fit for their firm’s unique needs.

Why Unbundling Trading from Asset Management Matters

Historically, independent advisors who wanted to remove trading from their daily calendars had only one realistic alternative: adopting a Turnkey Asset Management Program (TAMP). However, TAMPs typically charge 20 to 50 basis points on total firm AUM and often require advisors to relinquish control over their investment philosophy by adopting off-the-shelf third-party models.

Advisor Logistics provides an essential alternative: unbundled outsourced trading. Under this model:

• You retain 100% investment discretion: You design the asset allocations, select the underlying vehicles (ETFs, equities, mutual funds, direct indexing), and determine rebalancing tolerances.
• We execute with institutional precision: Our seasoned trade desk handles block order routing, drift monitoring, cash deployment, tax-loss harvesting, and custodial trade reconciliation across 30,000+ client accounts.
• Zero client repapering is required: Because we connect directly into your existing custodian accounts at Charles Schwab, Fidelity, Pershing, Raymond James, and Altruist, your clients never have to sign new custodial paperwork or change account structures. (For firms undergoing custodial platform changes, read our guide on switching RIA custodians without disrupting trading operations.)
• Superior economic leverage: Our scalable pricing starts at ~5 bps, giving independent wealth managers the trading power of an institutional department at a fraction of the cost of an internal hire. For a deeper financial comparison, see in-house trading vs. outsourced trading for RIAs.

Decades of Specialized Wealth Management Experience

The Kitces map highlights vendors who possess deep institutional pedigree. Advisor Logistics is led by veterans of the RIA and wealthtech sectors:

• Brett Wheeler, CFP®: Founder, CEO, and CCO with nearly two decades of financial services experience, having previously built and scaled an independent RIA from scratch to over $150 million in assets.
• Damon Deru: Managing Partner and founder of AdvisorPeak (acquired by Addepar) and TradeWarrior (acquired by Oranj/SEI), bringing unmatched innovation in rebalancing technology.
• Eric Martz: Managing Partner with a track record of founding over ten companies and scaling enterprise operations across fintech and services.
• James Wilde: Head Trader with more than 20 years of model-based trading expertise, having managed trade operations for firms scaling to $3+ billion in AUM.

Discover more details on our executive background on our About page or read our strategic playbook on what growth-oriented RIAs should look for in an outsourced trading partner.

About Advisor Logistics

Advisor Logistics provides professional outsourced trading services for RIAs. Designed to function as a seamless extension of an advisor’s investment team, Advisor Logistics handles rebalancing, trading, cash management, and execution, allowing RIAs to focus on client interaction and the strategic growth of their business.

Ready to see how an unbundled trade desk can streamline your operations? Schedule an introductory discovery call with our trading desk today.

Frequently Asked Questions

What is the Kitces Advisor Services Map?

Curated by Michael Kitces and the Kitces.com research team, the Advisor Services Map is the industry’s definitive directory of vetted third-party service providers. It categorizes specialized vendors across compliance, operations, technology, and outsourced trading to help independent RIAs evaluate premier operational partners.

Why was Advisor Logistics featured in the Kitces Advisor Services Map?

Advisor Logistics was selected under Investment Management: Outsourced Trading due to its specialized focus on helping independent wealth managers scale. The firm manages over 30,000 client accounts and $8+ billion in AUM, providing model rebalancing, tax-loss harvesting, and multi-custodian execution while leaving investment discretion with the advisor.

How does outsourced trading differ from services provided by traditional TAMPs?

Traditional Turnkey Asset Management Platforms (TAMPs) charge 20–50 basis points on AUM and require advisors to outsource investment model design. In contrast, Advisor Logistics acts as an unbundled, white-glove virtual trade desk at ~5 bps, executing the advisor’s proprietary models across Schwab, Fidelity, and Pershing.

What size RIA benefits most from outsourced trading services?

While emerging breakaways managing $20M to $50M use Advisor Logistics to avoid expensive software licenses, established firms managing $150M to $1B+ benefit most. Scaling firms eliminate key-person trader turnover, avoid $150,000 internal salaries, and reclaim 9+ hours weekly per advisor for business development.

Which custodial platforms does Advisor Logistics support for Kitces map readers?

Advisor Logistics provides 100% custodian-agnostic execution, actively trading accounts held at Charles Schwab, Fidelity Institutional, BNY Pershing, Raymond James, Goldman Sachs, and Altruist. Client accounts require zero repapering, and advisors maintain their exact custodian agreements and direct client relationships.