Financial advisor resources

Whether you're contemplating a move, looking to evolve your firm, or exploring anywhere in between, our insights and resources can help you plan your next move and position your business for success.

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Discover more about becoming an independent advisor

No matter which phase of your journey to independence you're in, we have the insights, tools, and practical steps to help you get where you want to be.

Phase 1: Exploring independence

Find out which factors to consider when making the decision to go independent, and hear from your peers about their own experiences.



Try our RIA valuation tool

Thinking about becoming a registered independent advisor? Use our quick and easy RIA Valuation Tool to get a read on how much you could potentially earn. Plus, get a glimpse at your 10-year growth potential—all for free.

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RIA Valuation Tool

Phase 2: Making the transition

Focus on key strategies and tactics as you make plans to move to a new firm or start your own, with help from our online tool, worksheets, and insights from advisors who've made the move to independence.




BOLD MOVES: How Amplius Wealth Advisors worked with Fidelity to go independent

Industry changes and a desire to provide more choice for clients pushed Matt Lieb and his partners at AIRE Advisors to explore their options&starting them on their path to independence.

Phase 3: Accelerating business growth

Continue growing and evolving your practice with insights and services from Fidelity—part of our ongoing support that doesn't stop just because your business is up and running.


Experience independence—with Fidelity by your side

See how we can help you go independent, and hear your peers' own stories about what made them decide to move forward on their paths to independence.


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