Find Your Path To Becoming an Independent RIA

Craving more growth, freedom, and control as an advisor?

The independent RIA model might be right for you. But did you know there are many paths to independence, beyond starting your own firm, that can help you deliver on your unique vision?

To find your fit, use Schwab’s guide, which is based on decades of experience helping thousands of advisors discover their best path forward. Discover the five unique paths and answer essential questions to find the right one for you:

  • Creating your own independent RIA firm
  • Outsourcing some RIA firm operations
  • Sharing RIA firm equity ownership with a partner
  • Affiliating with an existing RIA firm
  • Joining an established RIA firm as an employee

Download our white paper now. 

And take your next step with confidence.

Related: Creating Your Own Formula for the Modern Office


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