The wealth platform built for independent advisors
Tell us about your firm and speak with our team about how to get your practice running and scaling on Altruist.
Trusted by 6,000+ independent advisors
Work with a custodian built to power your growth
✓ Client onboarding in minutes, not days
✓ Effortless operations firmwide
✓ AI-powered tools that fit your workflows
✓ Answers in 60 seconds or less
#1
highest-rated custodian in 2026, according to the T3/Inside Information Software 2026 Survey.
6,000+
independent advisors run their firms on Altruist.
112%
year-over-year growth based on the number of RIAs served—the fastest rate of any custodian.
$1,800 in savings per household, every year
By switching to Altruist, Lifeworks Advisors cut the overhead of running their firm by $1,800 per household, annually—and brought more services to every client, no matter the size.
Frequently Asked Questions
How long does switching custodians take?
Most firms are up and running in about 30 days. Our onboarding team handles the heavy lifting—from coordinating ACATs to walking you through every step of the process.
How is Altruist different from competitors?
The short answer: We built the platform specifically for independent advisors, not as an afterthought. Custody, trading, portfolio management, billing, and reporting all live in one place—which means fewer tools, lower costs, and less time managing systems that don’t talk to each other.
What does onboarding look like?
You’ll have a dedicated onboarding manager who guides you through account setup, data migration, and getting your clients live on the platform.*
For accounts transferring more than $10M in AUM
What account types do you support?
Individual, joint, trust, IRA, Roth IRA, SEP IRA, and more. If you have a specific account type in mind, ask us on the call.
What does pricing look like?
We use a transparent flat-fee model with no hidden costs or percentage-based custody fees. Exact pricing depends on your firm’s setup—we’ll walk through it on the call.
Can I add Altruist without a full switch?
Yes. A lot of firms start by adding Altruist as a secondary custodian to get a feel for the platform before committing fully. We’re set up to support that.
Is there a minimum AUM or advisor count?
No minimums. We work with firms at every stage, from advisors just starting out to established RIAs managing billions.
How do you handle security & compliance?
Client assets are protected through SIPC coverage, FDIC access for eligible cash, and an Asset Protection Guarantee against unauthorized activity. On the platform side, we’re SOC 2 Type 2 compliant with daily stress testing and ongoing regulatory oversight from FINRA and the SEC. For the full picture, visit our security page.