Proteus Strategic Partners

Strategic Insight. Lasting Impact.

Why "Proteus"?

In Greek mythology, Proteus — the Old Man of the Sea — guided seekers through transformation, granted foresight, and revealed the power of adaptability.

At Proteus Strategic Partners, we embody these same principles as we guide financial advisors and RIAs through pivotal transitions — charting the course toward greater alignment, opportunity, and growth.

By partnering closely with both advisors and firms, we provide strategic insight, cultural alignment, and opportunity assessments that keep our clients’ goals at the forefront of every decision.

Our Mission

"At Proteus, we are committed to empowering financial advisors and RIAs with strategic planning, cultural alignment, and opportunity assessment. Our focus on long-term success sets us apart, ensuring that your goals remain at the forefront of everything we do."

Scott Little, Founder & CEO

What Sets Us Apart

Objective Guidance

As an independent firm, We aren't tied to any single broker-dealer. We provide clear, unbiased direction based solely on what’s best for your business and long-term goals.

Time Savings and Simplicity

We handle the outreach, introductions, and due diligence so you can focus on serving your clients while we manage the process behind the scenes.

Personalized Fit

Every advisor’s path is unique. We take the time to understand your business, client base, and goals to guide you toward the firm that aligns best with your vision.

Broader Access to Opportunities

With our diverse relationships across many of the nation’s leading broker-dealers, we open the door to a wide range of options.

Industry Experience and Insight

With over 30 years of experience, we understand payout structures, culture, and compliance — helping you make confident, informed decisions.