Strategy & modeling
Build vs. join analysis, custodian shortlist, tech map, 24–36-month pro forma.
RIA Search & Launch
The last few years have transformed the independent landscape, and the evidence is clear in the caliber of teams making the move. High performers are choosing models that pair real ownership with institutional-grade infrastructure, proving that independence is no longer an experiment. It is a serious path to scale, equity, and better client outcomes.
Trusted by +250 Partners
Independence should feel like an upgrade, not a gamble.
The question isn't whether RIA is viable, but which version of independence delivers control, equity, and scale without disrupting client experience. We help you cut through the noise, compare true economics, and design a platform that protects what you've built while unlocking what your current model cannot.
Our work is hands-on and private. We model custody choices, tech stacks, and staffing against your P&L and growth plan, then pressure-test everything against transition reality, compliance, and timing. You get leverage in negotiations, a clean sequence for your move, and an operating framework that works on day one.
This is a rigorously managed build or selection process for top teams who want freedom with infrastructure and equity with optional liquidity. We guide you end to end so you land with the right partner and the right terms.
Where we start
Questions we help you answer
The build-versus-join decision is rarely binary. We pressure-test custodian, tech, economics, and timing against your actual book.
Your move. Our expertise.
Build vs. join?
Should you launch your own RIA or plug into an established platform/aggregator for scale, equity, and shared services—and what does each path really mean for economics and control?Which custodian(s)?
One, multi-custody, or a specialist? We compare pricing models, service SLAs, integrations, and account opening/transition realities across leading options.What's the right tech stack — and in what sequence?
CRM, portfolio accounting, reporting, trading/rebalancing, planning, client portal — selected for fit and implemented in the right order so Day 1 works.How do the numbers pencil?
Net payout vs. current grid, owner P&L, staffing, vendor costs, capital needs, and optional liquidity — modeled for your book, not a generic template.Timeline, compliance, and portability?
Clean, compliant sequencing from notice to first trade; realistic asset portability assumptions and client-communication frameworks.
What we handle end-to-end
Guiding you at every step, confidentially and with full-service support.
Your move. Our expertise.
Platform & vendor selection
RFPs, demos, reference checks, pricing negotiations with custodians and core software providers.
Legal & compliance coordination
Outside counsel selection, ADV/Regs oversight plan, policies/procedures, archiving, cybersecurity framework.
Transition execution
Portability plan, client-comms playbook, account opening workflow, data migration, trading cutover.
Operating launch
Staffing design, KPI dashboarding, vendor SLAs, quarterly business reviews, and optimization sprints post-go-live.
Optional paths
Optional paths for top teams
Join a scaled RIA or platform RIA
Keep autonomy while leveraging middle/back office, billing, and supervision—evaluate economics vs. building in-house.
Multi-custody design
When it's worth it (and when it's not), including integration and ops trade-offs.
Aggregator / PE alignment
Equity, liquidity, and governance trade-offs if you want independence with capital support.
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Advisory teams transformed
$0.0B
AUM successfully moved
0%
Client referral rate
Simple next step
Request a confidential RIA options review.
We'll deliver a custodian/tech shortlist, a first-pass pro forma, and a draft transition timeline tailored to your book.
Your move. Our expertise.
Independence with infrastructure. Equity with optionality. We'll meet you wherever you are in the decision.