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.
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.
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.
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.
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.
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.
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.