Leaving your employer to start your own RIA has never been this easy. Get the tools and support you need to make the transition.
It’s risky, difficult, and expensive. Clients won’t follow you. There could be legal repercussions.
In a survey¹ of advisors who left broker dealers or wirehouses to start an RIA—
Say managing their own business
was easier than they anticipated
Say the transition was easier
Say their current quality
of life is better
Work with our dedicated transition team to move your book of business.
Open, fund, and transfer accounts quickly, without paperwork or statements.
Initiate transfers from other institutions without paperwork or statements.
Manage fee billing, reporting, and trading within one intuitive platform.
Deploy strategies built with both custom portfolios and marketplace models.
Get questions answered fast with great support from real people.
Tyler Purcell Independent in 2005
Talk with our new RIA experts
Insights from industry experts
Resources to help you go independent
This testimonial was given by current clients or investors. Neither Altruist nor its affiliates paid for this testimonial, but we do earn revenue from financial advisors who use our software, from assets invested through our broker-dealer (Altruist Financial LLC) and assets invested in models made available by our registered investment adviser (Altruist LLC). As of the date of this testimonial, the promoting advisors (J Conole, C. Castle, J. Burch) received compensation or other benefits from Altruist through the promoting advisor’s participation in one or more of Altruist’s various programs, which created a conflict of interest on the promoting advisor’s part and may have influenced the view(s) expressed by the promoting advisor. For more details on program compensation and benefits and related conflicts of interest, please visit altruist.com/RIA-testimonial. For additional information about the promoting advisor’s conflicts of interest when expressing its views about Altruist or Altruist’s affiliates, please see promoting advisor’s advisory program brochures, available at https://adviserinfo.sec.gov/.
This testimonial may not represent the experience of others and it is not a guarantee of results.