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Becoming an independent advisor
Wondering about making a move? We can support you when you first start exploring independence and every step along the way, to help you turn your vision and unique needs into reality. Ready to get started?Contact Us
The benefits of going independent
Want more control over how you can best support your clients, or thinking about how you can better attract and retain new ones? Becoming an independent advisor may help you achieve these goals, and a lot more.
Explore your options for independence
If you're considering a move to independence, a variety of paths can get you there. With your goals for your business and your life as your compass, we can help you design a journey and destination that's right for you.
Start an RIA
Do you have an entrepreneurial spirit? Forming your own registered investment advisor (RIA) firm can allow you to take control of your future, keep more of what you earn, and offer more flexibility in helping clients reach their financial goals.
From the start, confidential support you can count on
Exploring your options and becoming independent doesn't mean you have to go it alone. Fidelity's team of experienced consultants—business development, practice management, technology, investments, and more—offer confidential guidance each step of the way.
Fidelity solutions to help you explore becoming an independent RIA
Whichever business model you choose, we offer the platforms, investment products, and consulting services you need to help you achieve your goals.
- *The experience of this customer may not be representative of the experience of all customers and is not indicative of future success.