Join an existing firm

Get the best of both worlds when you join an RIA firm

Interested in becoming an RIA, but not totally sold on the idea of running your own business? Joining an existing RIA firm may be the right path for you. You’ll get both independence and support. Talk about having your cake and eating it too!

Potential benefits of joining an existing firm

No need to build infrastructure or manage operations
More time to focus on helping clients
Takes less time and money up-front

“By joining a firm, I have a lot of peace of mind that comes from knowing I have a team supporting me.”

—Rachel Moran, RTD Financial

Neary 1 in 5 (or 15% of) Advisors who we helped make the move to RIA decided to join an existing firm. Source: TDAI Internal analysis. September 30, 2018.