There was an issue with your input
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 Us
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.
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.
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.