1 See yourself as an RIA.
INTRODUC TION
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.
Knowing where to start can be one of the biggest
challenges. We created this two-part, step-by-step guide
to help you understand:
• If launching your own RIA makes sense for you
• How to set up your RIA
• What to look for in a strategic partner
• How we can help you be fully operational
in 90 days or less
Part
1
Part
2
Is going RIA right for me?
RIA launch guide
