USA Financial is a family of independent companies that supports financial advisors and the investors they serve. Its focus is helping independent advisors build stronger, more efficient practices through practical systems, specialized expertise, and ongoing partnership. Services include coaching and consulting, compliance support, transition assistance, marketing, operations, and guidance on mergers, acquisitions, and succession.

The organization also offers investment and asset management, financial planning tools, insurance and annuity solutions, and integrated technology. Its businesses include USA Financial Exchange, which provides an open-architecture turnkey asset management platform; USA Financial Formulas, a rules-based asset manager focused on formulaic trend strategies and risk management; USA Financial Securities, a registered investment advisory firm and independent broker-dealer; and USA Financial Insurance Services, an independent field marketing organization connecting professionals with insurance products. USA Financial Advisor Advancement helps advisors develop marketing systems, build their brands, and use technology and personalized coaching to grow.

Through educational insights, events, and resources for both advisors and investors, USA Financial aims to make complex business and financial processes more manageable.