We are a multi-custodial RIA tailored to independent, Series 65 or 66 advisors. Whether you are fee-based or fee-only, we provide a complementary ecosystem of platforms, services, affiliates, and technology for you to leverage, so you can focus on being a fiduciary to your clients. We take on the liability of running the RIA, while you plug-in and take advantage of our offering.
$1.6B
AUM
260+
Advisors
44
States
The administrative cost burden and compliance liability associated with running an RIA is substantial, as well as the considerable time it takes, which is time spent away from building your business. You own your book of clients and have the freedom to run your practice as you see fit with no production requirements.
Find out how our advisors take advantage of our offering, to support their business. We provide a core lineup of resources, with many ancillary options. Pick and choose what you’d like to use or bring your preferred tools to the table for a custom makeup.
Operate under your own brand and have the autonomy to work the hours you choose, anywhere in the nation.
Starting your own RIA is a costly endeavor, not only from a financial perspective. Many advisors underestimate the compliance requirements necessary and the substantial liability that comes with it.
Let us take on that burden for you, as well as manage all the service providers so you can spend your time on what matters.