Is going RIA right for me?
Knowing where to start can be one of the biggest challenges. Use this guide to help define your 'why'.
See yourself as an RIA.
With the right partner, it's easier than you may think.
Every year, hundreds of advisors decide to launch an RIA and never look back.
If you're ready to take control of your future and build a business that reflects your vision, we've got you covered. In our experience, more autonomy, greater control of economics, and the ability to build enterprise value while serving clients are among the primary factors driving breakaway advisors to make the transition.
Gain the freedom to design your business, set your pricing, and curate the client experience on your terms.
74% of recently independent advisors reported being able to build better, longer-term relationships with their clients after transitioning to an RIA.*
Check out the "Should I go RIA?" checklist
We've helped a number of financial advisors make the transition by providing:
- A transition team to take you from start to finish
- Integrated custody and tech platforms to help with seamless operations
- A suite of institutionally curated investment products and portfolios
- Wealth management solutions, such as personal trust services, securities-backed lending, and advanced planning resources
- A network of strategic and integrated partnerships that you can plug right into
- Practice management consultants and resources to help you optimize your business
- A community of RIAs for knowledge-sharing and networking
Read more
*Source: Schwab Advisor Services, Supported Independence Study. May 2024
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Investing involves risk including possible loss of principal.