From compliance to marketing, investments, and insurance — integrated support for independent advisors & RIAs.
RIA Registration
Guidance through firm structure, registration, and setup — so you launch with clarity and confidence.
Ongoing Compliance
Oversight and support that keep your firm aligned, organized, and audit-ready as you grow.
Brand & Marketing
Brand, websites, and ongoing content that build your presence and keep clients engaged.
Investment Management
Structured portfolio strategies and asset management to strengthen your investment offering.
Insurance Solutions
Annuities, life, and protection strategies to expand your capabilities and better serve clients.
YOUR PATHWAY
Choose the right path to your independence.
Whether you're launching your own RIA, joining an established platform, or growing your existing firm, SimplyRIA helps you take the next step with clarity and confidence.
LAUNCH
Start Your Own RIA
Build from the ground up — registration, compliance, and full launch support.
JOIN
Advisor Launch Pad Program
Independence with infrastructure already in place. Own your brand and clients.
SCALE
Take Your Firm Further
One connected partner replacing compliance, marketing, investments & insurance.
Stay Ahead of the Curve
Join our newsletter for ongoing compliance tips, RIA registration insights, and resources to help you grow with confidence.
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…
Whether you’re ready to build your own firm or want a supported glidepath to independence, SimplyRIA helps advisors transition with clarity, structure, and confidence.
Start Your Own RIA
Build the firm you envision—from registration to compliance and beyond. We simplify every step so you can launch with confidence and stay focused on clients.
Start Your Own RIA
Build the firm you envision—from registration to compliance and beyond. We simplify every step so you can launch with confidence and stay focused on clients.
Advisor Launch Pad Program
Grow within a supported RIA environment while preparing to go fully independent. Our Launch Pad Program provides infrastructure, compliance, and guidance every step of the way.
Advisor Launch Pad Program
Grow within a supported RIA environment while preparing to go fully independent. Our Launch Pad Program provides infrastructure, compliance, and guidance every step of the way.
Solutions Built For Every Stage of Your RIA
Solutions Built for Every Stage of Your RIA
Whether you’re launching your firm, maintaining compliance, or need targeted consulting, SimplyRIA offers advisor-driven solutions designed to meet you where you are—and help you grow with confidence.
RIA Registration Services
Launch your RIA with clarity and confidence. From filings to firm structure, we simplify the process and guide you through every step of registration and approval.
RIA Registration Services
Launch your RIA with clarity and confidence. From filings to firm structure, we simplify the process and guide you through every step of registration and approval.
Ongoing Compliance Services
Stay organized, audit-ready, and client-focused. Our compliance programs combine expert oversight, technology, and personalized support to keep your firm running smoothly.
Ongoing Compliance Services
Stay organized, audit-ready, and client-focused. Our compliance programs combine expert oversight, technology, and personalized support to keep your firm running smoothly.
Hourly Compliance Consulting Services
Get focused, on-demand support for specific compliance projects, audits, or filings. Our hourly consulting services give you expert guidance exactly when—and where—you need it.
Hourly Compliance Consulting Services
Get focused, on-demand support for specific compliance projects, audits, or filings. Our hourly consulting services give you expert guidance exactly when—and where—you need it.
Your practice
Drag to match your situation. Everything is an estimate you control.
Tier 7 · $20M–$25MAuto
Defaults to your AUM tier. Drag to model a custom rate — match my tier.
Fresh launch typically runs 4–6 months of build before you can bill. Transitioning an existing book is usually faster — try 1–2.
Defaults are industry-range illustrations, not quotes. Replace them with your own figures for a sharper read.
Your first-year advantage on the Launch Pad
$—
Estimated difference in year-one take-home.
Launch Pad · year 1 take-home$—
Own RIA, the hard way · year 1$—
What's behind the gap
Upfront launch costs you skip$—
Income you don't put on hold while building$—
Annual ops & compliance we absorb$—
The honest part: after year one, a fully independent RIA keeps more of every dollar — there's no payout split. That's the whole idea. The Launch Pad protects your cash and momentum in the early years, then becomes your glidepath to your own RIA when the math and timing favor it.