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Free guide — Vol. 04
Comparison of Advisor Models
RIA, IBD, and wirehouse models compared on independence, client alignment, economics, and operational reality.
What's inside
Most comparisons of advisor models stop at payout percentages. This one doesn't. We line up RIA, IBD, and wirehouse on the dimensions that actually matter five years in: who owns the book, who controls technology decisions, how client alignment works under fiduciary vs. suitability, and what the real operational lift looks like.
- Ownership and equity treatment, model by model
- Technology and platform autonomy compared
- Fiduciary vs. suitability under each structure
- The operational reality — what you take on, what you offload
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