We understand that becoming an RIA is a big step in your career, and we've helped transition thousands of advisors like you. Working with us, you will be able to make informed strategic decisions around how to invest in your business to ease the transition and build enterprise value from day one. In fact according to a study in 2014 by Envestnet, 77% of advisors who moved to an independent business model said they were better off financially.*
Once you're up and running, our support doesn't stop. We dedicate all of our resources toward understanding where you're coming from, and where you're going so we can bring you support, tools and resources needed to help you ensure your business thrives.
*Envestnet, Compendium of Industry Trends, April 2014.