Explore your options for independence

From the time you first wonder if independence may be right for you, our team's consulting expertise and resources can help you explore available options, supporting you at every stage of the process. Ready to get started?

Independence

What does independence mean for you?

With more available business model options than ever, we can help you find the right one for you. We'll help you find your preferred option for independence—starting from the first day you envision going independent, and every day after.

Start an RIA firm

Control all aspects of your business, own your brand and evolve your practice to match your vision for the future.

Join an established RIA firm

Gain hands-on experience before going fully independent by plugging into an existing RIA infrastructure.

Outsource part of your RIA operations

Receive an infusion of capital and get third-party support in areas like infrastructure, growth/succession, compliance, and administration.

Join an independent broker-dealer

Maintain your commission-based business and take the first step toward independence.

Becoming independent: A bold move

As you think about how to turn your ideas about independence into reality for your business, Fidelity is here to help. Find out how our consultants focus on your goals and help you evaluate strategies so you can make more informed decisions.

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.

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