Join A RIA

Take The Plunge

Now that you’re a licensed IAR or a Registered Rep who has a 65 you’re ready to get to work. However, you’ve decided you do not want to tackle opening your own RIA. We have a list of trusted RIA partners who have built a rapport, brand, and platform ready for you to build from.

Let us assist you in finding the right fit for you!

How Does It Work?

We will align you with a partner firm that best matches your style. Once at a partner firm, its time get down to business. If the RIA office isn’t in your immediate area or you don’t want to work from an office, partner RIAs are willing to help you create a satellite office.

Increase Your Income and Preserve Your Clients

Benefits of Joining a Trusted Partner RIA:

Give your clients the benefits of A Smarter Way to Invest

Superior & transparent compensation

Begin Building Your Book Immediately

Common sense fiduciary compliance, so that you can concentrate on your clients

Back office assistance and support to onboard your clients

Comprehensive training, concepts, and support to give you the confidence and knowledge to grow your business