Become an RIA the easy way.

Bringing existing clients to your new firm has never been this simple. Get the tools and support to make a seamless transition.

See if you’re a fit

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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.


Reality tells a different story.

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 than expected


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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chat support message

Live Chat Support

Get questions answered fast with great support from real people.

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Contact our transition specialists today

See if you’re a fit

“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.

Insights from industry experts

Contact our transition specialists today

See if you’re a fit

Resources to help you go independent

1,500 advisors go independent every year.

Nothing is stopping you from becoming one of them.

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