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SimplyRIA

The premier partner for Independent Advisors

Launch, join, or scale — we give independent fiduciary advisors the structure, support, and integrated capabilities to build firms that last.

Built for Advisors, By Advisors.

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Choose Your Path to Independence

LAUNCH

Start Your Own RIA

Build from the ground up — registration, compliance, and full launch support.

JOIN

Advisor Launch Pad Program

Independence with infrastructure already in place. Own your brand and clients.

SCALE

Take Your Firm Further

One connected partner replacing compliance, marketing, investments & insurance.

1

Partner

Replace 4–6 separate vendors

3

Paths

Start, join, or scale your RIA with confidence

5

Solutions

A full stack, available individually or together

50+

Years

Of combined RIA operating experience

One connected platform

Unifying a Fragmented Industry.

Every SimplyRIA service stands on its own — and works even better together. Choose only what your firm needs now, or bring it all under one roof for a more seamless, efficient way to build and grow.

h

RIA Registration

Guidance through firm structure, registration, and setup to help you launch your RIA with clarity and confidence from day one.

~

Ongoing Compliance

Ongoing oversight and support designed to keep your firm aligned, organized, and operating smoothly as you grow.

Brand & Marketing

Brand development, logos, websites, and ongoing content strategies designed to build your presence and create consistent client engagement.

Investment Management

Structured portfolio strategies and asset management support to strengthen your investment offering.

Insurance Solutions

Annuities, life, and protection strategies to expand your capabilities and better serve clients.

Stop Piecing It Together

Independence shouldn't feel complicated

With the right partner behind you, you can move forward with clarity and build a firm that works the way you want it to — no juggling vendors, no guesswork, no going it alone.

Schedule Your Discovery Call

WHO WE SERVE

The Right Support for Every Stage of Independence

Whether you’re exploring independence, making the transition, or scaling your firm, we provide the clarity, structure, and support to help you move forward.

Schedule Your Discovery Call

Exploring

Independence

Advisors evaluating their next step — whether starting their own RIA or joining a platform — who want clarity on what the path forward looks like.

Making

The Transition

Advisors leaving a broker-dealer or restructuring their business who need guidance, structure, and support to move forward with confidence.

Building

Your Firm

Independent advisors focused on establishing a strong foundation, refining operations, and creating a firm designed for long-term success.

Scaling

and Expanding

Established firms looking to grow, enhance their offering, and build a more scalable, efficient business with the right support behind them.

Schedule Your Discovery Call

Advisor Launch Pad Program

A simpler path to true independence

Starting your own RIA and joining our Launch Pad lead to the same place — your firm, your brand, your book. One route just skips the filings, the build-out, and the upfront cost. Begin under our affiliate RIA now, and launch your own when the timing is right.

Two ways to get there. You choose how.

Start from scratch

Register Your Own RIA

  • SEC or state RIA registration process
  • ADV & regulatory filings
  • Full compliance build-out
  • Upfront overhead before you earn

Start today

Advisor Launch Pad

  • Join and serve clients in days, not quarters
  • Infrastructure, custody & tech already in place
  • Grow your book under your own brand
  • Launch your own RIA when the time is right

Not a fork in the road — a head start. The Launch Pad has you advising under your own brand almost immediately, then becomes your glidepath to a fully independent RIA whenever you decide.

See If The Launch Pad Fits

WHY SIMPLYRIA

Why Advisors Choose SimplyRIA

A better way to go independent — with the experience, partnership, and structure to build a firm that lasts.

50+

Years of combined RIA experience

Built for Advisors, by Advisors

Work with professionals who've built and operated RIAs firsthand — real-world perspective across advisory, investments, insurance, and marketing, not theory.

One Partner in a Fragmented Industry

SimplyRIA replaces the cobbled-together approach with one connected relationship — less complexity, more clarity, and support that actually works together.

1

Partner instead of 4–6 vendors

100%

Ownership of brand, clients & revenue

Support That Grows With You

Independence is a long-term journey. We provide personalized guidance that evolves as your firm grows — from day one through every stage that follows.

SimplyRIA