It’s time to go independent.

Leaving your employer to start your own RIA has never been this easy. Get the tools and support you need to make the transition.

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You’ll hear a thousand reasons not to start an RIA.

It’s risky, difficult, and expensive. Clients won’t follow you. There could be legal repercussions.

scale

Reality tells a different story.

In a survey¹ of advisors who left broker dealers or wirehouses to start an RIA—

64%

Say managing their own business
was easier than they anticipated

75%

Say the transition was easier
than expected

80%

Say their current quality
of life is better

Features built for breaking away

bulk transfers

Bulk Transfers

Work with our dedicated transition team to move your book of business.

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account types

Digital Account Management

Open, fund, and transfer accounts quickly, without paperwork or statements.

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ACAT transfer selection

Digital ACATs

Initiate transfers from other institutions without paperwork or statements.

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fee billing assignments

Practice Management Tools

Manage fee billing, reporting, and trading within one intuitive platform.

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model allocation

Portfolio Management Tools

Deploy strategies built with both custom portfolios and marketplace models.

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Live Chat Support

Get questions answered fast with great support from real people.

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Contact our transition specialists today

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“I wish I had done it sooner”

— #1 thing advisors say after becoming an RIA.

Transition seamlessly with guidance at every step, bulk account transfers, and hands on support.

live chat support

A modern tech stack at an unparalleled price means you can start your firm regardless of your current AUM.

all-in-one financial advisor platform

Stop leaving money on the table. Take full ownership of your revenue and build equity in your business.

Fee billing

Ditch the paperwork and exceed client expectations with lightning-fast, digital onboarding.

Altruist product screen

"If I could tell advisors that are nervous to transition one thing: with Altruist, it’s not what you are used to. It’s a whole new world."

Tyler Purcell Independent in 2005

Altruist and our affiliates did not pay for this testimonial, but we do earn revenue from financial advisors who use our platform. This customer review may not represent the experience of others and it isn’t a guarantee of results.Learn more about how Kiplinger Wealth Advisors transitioned over 500 accounts in one month.

Talk with our new RIA experts

Contact our transition specialists today

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1,500 advisors go independent every year.

Nothing is stopping you from becoming one of them.

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