Advisor Launch Pad – Independence on Your Terms
Join SimplyRIA’s affiliate RIA, operate under your own brand, and transition to full independence when you’re ready.
The Challenge Advisors Face Going Independent
Launching an RIA means handling everything—from filings and compliance to technology, billing, and supervision. For many advisors, that leap can feel overwhelming.
Launching your own RIA can feel daunting. You want the freedom and flexibility of independence—but not the heavy lift of regulatory filings, compliance oversight, or building infrastructure from scratch.
That’s where SimplyRIA’s Advisor Launch Pad comes in. It’s designed for advisors who are ready to step away from their broker-dealer or corporate RIA, but not yet ready to handle the full operational and compliance responsibility of running their own firm.
By joining our affiliate RIA, you can build your brand, serve clients under your own DBA, and operate with autonomy—all while we manage the compliance, filings, and back-office complexity. When the time comes to go fully independent, we’ll guide your transition every step of the way.
How Our Launch Pad Program Works
A three-step pathway designed to help you grow into full independence—at your own pace.
Join Our Affiliate RIA
Connect to SimplyRIA’s established infrastructure and start serving clients right away. We handle the regulatory filings, supervision, and compliance oversight while giving you access to our custodial relationships and operational tools. You focus on building relationships—we handle the rest.
Build Your Brand & Client Base
Operate under your own DBA, with your own logo, marketing, and client experience. You shape your business identity and client service model, while we provide the compliance framework and oversight that keeps your firm protected and audit-ready.
Graduate to Independence
When you’re ready, we help you form your own RIA and transition every part of your business—registrations, accounts, and documentation—without interruption. You keep your brand, your clients, and your momentum as you move into full ownership.
Compare Your Options
See how joining SimplyRIA’s affiliate RIA compares to starting your own from day one.
Starting Your Own RIA
Registration Implementation
Account Transition Team
Immediate SEC Status (All 50 States)
Paperless Compliance Systems
Portfolio Design & Management
Back-office Admin Support
Marketing Consult & Resources
Advanced Markets (DSTs, QOZs, 401(k), and more)
No-Cost Setup*
Utilizing Advisor Launch Pad
Registration Implementation
Who the Advisor Launch Pad is For
Designed for advisors who value independence but want a guided, lower-risk path to get there.
Advisors Exploring Independence
Ready to leave a broker-dealer or corporate RIA but not yet prepared for the full compliance lift? Launch Pad gives you autonomy to serve clients while we handle filings and oversight.
Professionals Building Their Own Brand
Operate under your own DBA, logo, and marketing strategy—without forming a new RIA from day one. You control your client experience while staying protected under SimplyRIA’s compliance framework.
Teams Preparing to Launch
Grow your client base and refine your operations under a supported structure. When the time is right, transition your team into full RIA ownership with a seamless path forward.
Entrepreneurial Advisors Focused on Growth
Spend more time building relationships and less time on paperwork. Launch Pad helps you grow your business, your brand, and your equity—with compliance already covered.
