Built for Breakaway Advisors

Become an RIA
the easy way.

Take the first step towards full ownership of your revenue, personalized client service, and ideal work-life balance.

See if you’re a fit

5/5 stars on G2.com as of April 2025

You’ll hear a thousand reasons not to start an RIA. Reality tells a different story.

64%

Say managing their own business was easier than
they anticipated

75%

Say the transition was easier than expected

77%

Say their current quality
of life is better

When you succeed, we succeed.

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

Fully digital account management.

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

altruist clients
Get responsive, live support.

Firms of any size and scale can expect reliable, live support from our knowledgeable customer support teams.

Digital ACATs.

Initiate transfers from other institutions without paperwork or file uploads.

Portfolio
management tools.

Deploy strategies built with both custom portfolios and marketplace models.

Practice
management tools.

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

Bulk transfers.

Get support from our expert transition team when you move your book of business.

Document Icon

Featured Article

How this advisor left a regional bank to start their RIA.

When Bjorn Amundson started RBC in 2016, he always hoped he could eventually break away and start his own RIA. It was a question of “how” not “if”.

Read more

1,500 advisors go independent every year.

Nothing is stopping you from becoming one of them.

See if you’re a fit