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.
How Long Does It Take to Register an RIA?
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Advisor Launch Pad
Independence with a running start.
Gain the freedom of independence with the support, structure, and resources to grow your firm with confidence — without building everything from scratch.
Fast-tracked
From approval to launch — weeks, not months.
100%
Book of business ownership — always yours
1
Boutique fiduciary firm — built around you
Transparent Payout
Advisor payout, by AUM & production level
Your Competitive Advantage
Your competitive advantage starts here.
Join a boutique fiduciary firm designed around advisors like you. With an established platform and integrated support, you can focus on building your business and serving your clients — without sacrificing independence.
Own Your Brand
Maintain and grow your personal brand, website, and client experience — without being forced into a one-size-fits-all model.
Control Your Business
Retain full ownership of your clients and book of business, with the freedom to structure your firm and make decisions independently.
Deliver Objective Advice
Operate as a fiduciary without product pressure or corporate constraints — focused entirely on your clients' best interests.
What's Included
What you gain as part of our platform.
A connected system of support designed to give you the autonomy to run your business your way — with the infrastructure to grow with confidence.
Foundation & Launch
Registration & onboarding under our SEC-registered firm
All compliance filings prepared and handled for you
Account transition support
Autonomy & Control
Full ownership of your book of business
Flexibility in branding, website & fee structure
Independent decision-making
Operations
Paperless compliance systems
Back-office & administrative support
Streamlined workflows & technology
Growth & Expansion
Marketing support & resources
Portfolio design & investment management
Advanced markets (DSTs, QOZs, 401(k) & more)
Additional Benefits
No-cost setup*
Ongoing support as your firm grows
Dedicated compliance & operational guidance
Ready to explore?
See if the Launch Pad is your fastest line to true independence.
How It Works
From decision to launch — a clear path forward.
Joining our platform is designed to be straightforward. We handle the complexity so you can focus on your clients from day one.
01
Discovery Call
We learn about your practice, your goals, and where you are in your independence journey — so we can map out the right path forward for your firm.
Goals · Practice review · Path mapping
02
Platform Onboarding
We handle registration implementation, compliance setup, and technology configuration — getting your firm up and running quickly and correctly.
Compliance setup · Technology configuration
03
Account Transition
We support the transition of your existing book of business — coordinating with custodians and guiding the process so your clients experience a seamless move.
Custodian coordination · Client transition · Account support
04
Launch & Operate
Go live with full access to our platform, infrastructure, and support team. Your brand, your clients, your decisions — backed by a complete operating foundation.
Platform access · Infrastructure · Support team
05
Grow With Ongoing Support
As your firm grows, so does our support — compliance oversight, marketing resources, advanced investment access, and a dedicated team ready when you need them.
Compliance oversight · Marketing · Advanced investments · Dedicated team
06
Start Your Own RIA
When the timing is right, transition from our platform to your own independent RIA — and we'll handle the registration for you, at no cost.* You've built the book, the brand, and the momentum; now make it fully yours, with the same team guiding the launch.
Free RIA registration* · Seamless transition · Full independence
Why the Launch Pad
The middle path — independence without starting from scratch.
The Advisor Launch Pad gives you the best of both worlds — the freedom of independence with the infrastructure of an established firm.
Staying at a Broker-Dealer
- Limited control over your fees & structure
- Platform restrictions on products & advice
- Book of business tied to the firm
- No control over your brand or client experience
- Corporate oversight limits client-first advice
Advisor Launch Pad
- Full control over fees, structure & model
- Established infrastructure — no build from scratch
- 100% ownership of your book — always
- Your brand, your client experience, your way
- True fiduciary — no product pressure, ever