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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.
Contact UsDiscover 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.
THOUGHT LEADERSHIP
FEATURED
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.
Try It Now
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.
WORKSHEETS
THOUGHT LEADERSHIP
VIDEO
Looking toward a new future
Industry changes and a desire to provide more client choice pushed started Matt Lieb and his partners to explore their RIA options&mash;and they've never looked back.
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.
THOUGHT LEADERSHIP
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.