Independence. It’s your move.

Advisors have more options than ever in how they shape their business. Fidelity can help you find an independent model that provides the freedom and flexibility you want—so you can provide a better client experience. Talk with us or read our guide to get started on your move.

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Go independent on your terms

Whether you’re thinking about starting your own RIA, working with an RIA platform, or joining an existing firm, Fidelity offers the support, solutions, and service to align with your vision.

Consultative approach

We work with you to understand your goals and offer unbiased expertise to give you the capabilities and support you need for long-term growth.

Technology solutions

Our customizable tech solutions can help drive scale and efficiency, and equip you to better support clients at every stage of their journey.

Innovative products

We help you meet your clients' distinct and evolving needs with access to a wide array of investment opportunities.

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Hear from advisors who made the move

“Fidelity representatives were very, very helpful in helping us evaluate what choices we had out there. The opportunities are fantastic.” 

— Peter Bessette*, Partner, Reno Tahoe Wealth Management

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Hear from advisors who made 
the move

“We just needed more independence to serve our clients as well as grow…Fidelity led the way for us.”

— Robert Conzo, CFP®, CEO & Managing Director, The Wealth Alliance

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Hear from advisors who made the move

“[Fidelity is] a great help in terms of providing us access to a network of providers that we wouldn't be able to access on our own.”

— Zulay Labra*, Chief Operating Officer, GenTrust

Are you ready? It’s your move.

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* The experience of this customer may not be representative of the experiences of all customers and is not indicative of future success.
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