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As an independent Registered Investment Advisor (RIA), you can move forward faster. See how Chris Baker, principal of Baker & Associates in Irvine, California, grew her business and created the life she wanted by embracing the RIA model.


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Image thumbnail: Convert your accounts video

Convert your accounts (3 of 4)

Make a swift and seamless conversion of client accounts.
Image thumbnail: Strengthen your practice video

The RIA channel is accelerating
More revenue. More AUM. More advisors.
See the infographic >