An independent organization, built by advisors — for advisors.
Founded in 2011 to bring national-caliber marketing to the independent advisor who wants to stay independent.
Real relationships. Real momentum. A practice that grows.
SRO Marketing was founded in 2011 by Ali Moghaddam and Thomas Shultz in Lake Mary, Florida. The name says it: Standing Room Only. We’re independent by design — your business stays yours; we amplify it. Our mission is to help growth-minded advisors become business owners, bigger and built to last.
We back doers
We invest in advisors with genuine drive and high standards — and match it with a system worth their effort.
Your business, yours
Independent by design. We amplify what you’ve built; we never take it over.
In it together
Your growth is how we grow. We win when you win — not when we sell you leads.
Founded by advisors who’ve done it.
Ali Moghaddam
Brought national-caliber marketing to the independent advisor.
Thomas Shultz
Leads training and business-process — turning full practices into ownable businesses.
Built by advisors, for advisors.
Five quick questions — see exactly where you fit.