Most advisors complete RIA registration in 30 to 90 days. Here is what each phase involves, what causes delays, and how to keep your filing on track.


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Build from the ground up — registration, compliance, and full launch support.
Independence with infrastructure already in place. Own your brand and clients.
One connected partner replacing compliance, marketing, investments & insurance.
Replace 4–6 separate vendors
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A full stack, available individually or together
Of combined RIA operating experience

Advisors evaluating their next step — whether starting their own RIA or joining a platform — who want clarity on what the path forward looks like.
Advisors leaving a broker-dealer or restructuring their business who need guidance, structure, and support to move forward with confidence.
Independent advisors focused on establishing a strong foundation, refining operations, and creating a firm designed for long-term success.
Established firms looking to grow, enhance their offering, and build a more scalable, efficient business with the right support behind them.
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.
Years of combined RIA experience
Work with professionals who've built and operated RIAs firsthand — real-world perspective across advisory, investments, insurance, and marketing, not theory.
SimplyRIA replaces the cobbled-together approach with one connected relationship — less complexity, more clarity, and support that actually works together.
Partner instead of 4–6 vendors
Ownership of brand, clients & revenue
Independence is a long-term journey. We provide personalized guidance that evolves as your firm grows — from day one through every stage that follows.