Make the right call

We've helped thousands of advisors find their unique path to becoming independent RIAs. Let us help you start your journey today.


Let’s connect

Just enter your info to start a conversation.

Join an RIA

Yes, you can go independent and keep the comfort of being an employee. By working for an RIA, you gain many benefits of independence, without having to manage your own business.

Affiliate with an RIA

Manage a branch of an existing RIA and keep your book of business. You gain the freedom to serve your clients with the support of an established firm to handle back-office operations.

Share ownership

Equity partners can help with virtually every aspect of running your firm, from the transition process to retirement planning. They also take on a portion of the risk and share in your rewards.

Outsource firm operations

From cybersecurity to compliance, RIAs can access an ecosystem of time-saving support providers. You can offload aspects of your operations and still maintain full ownership of your firm.

Create your own RIA

Select the products, services, and technology to best serve your clients. Own your business, build equity, and choose how you grow and expand. This is your vision realized.

Next stop: Independence

We've been helping advisors operate on their terms for over 35 years. Let us help you start your journey today.

Ready to learn more?

Get a deeper understanding of the five paths you can follow to independence, in this white paper.

 
(0424-SJG2)
sizmek
1073781058
gumgum
fire