You’ve built a career on trust, integrity, and doing what’s right for your clients. But as the industry continues to evolve, you may be questioning whether your current structure still gives you the…
The Simplified Path to Independence
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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.
50
State SEC registration — immediate access
100%
Book of business ownership — always yours
$0
Setup cost to join the platform*
1
Boutique fiduciary firm — built around you
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.
Maintain the flexibility to operate your way, while gaining access to the tools, infrastructure, and guidance needed to grow and evolve your firm over time.
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 implementation
Immediate SEC registration (all 50 states)
Account transition support
Autonomy & control
Full ownership of your book of business
Flexibility in branding, website & fee structure
Independent decision-making
Operations & infrastructure
Paperless compliance systems
Back-office & administrative support
Streamlined workflows & technology
Growth & expansion
Marketing support & resources
Portfolio design & investment management
Access to advanced markets (DSTs, QOZs, 401(k) & more)
Additional benefits
No-cost setup*
Ongoing support as your firm grows
Dedicated compliance & operational guidance
* No-cost setup available for qualifying advisors. Contact us to learn more about eligibility.
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.
Already registered as an RIA?
If you've already formed your own RIA and are looking for back-office support, compliance infrastructure, or access to advanced markets — our platform accommodates that too.
Not sure if this is the right path?
The Launch Pad is one of three paths to independence at SimplyRIA. If you're unsure whether joining a platform or starting your own RIA is the better fit, we'll help you figure that out in our first conversation.
What about my existing clients?
Your book of business is 100% yours — always. We provide full account transition support to make sure the move is smooth for you and your clients.
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.
Platform onboarding
We handle registration implementation, compliance setup, and technology configuration — getting your firm up and running quickly and correctly.
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.
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.
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.
Why The Launch Pad Program
The middle path — independence without starting from scratch
The Advisor Launch Pad Program 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
SimplyRIA 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