Is going independent right for you? Explore the financial benefits.
Going independent doesn’t mean you have to go it alone. Take our quick assessment to understand your earning potential as an independent RIA. Lean on our experts to take you a step further and analyze your individualized report.
Our process guides and empowers advisors to make informed decisions about the future of their business.
"Independent and Hybrid RIA’s marketshare of assets across all channels has increased from 16.7% in 2007 to 23.3% in 2017 and is expected to grow to 28.5% by 2022." Cerulli US Advisor Metrics 2018