You are on our wealth management services website for advisors & wealth managers.
Browse more Fidelity websites here.
WORKING WITH US
Start an RIA
Launching your own registered investment advisor (RIA) firm gives you the opportunity to shape a business that reflects your values, priorities, and approach to serving clients. If greater independence is part of your vision, we can help you explore whether starting an RIA is the right next step.
Why own a registered investment advisory firm?
Owning an RIA can help turn your vision for independence into a business built around your goals, your clients, and your future. And with the right custodian, you can navigate the journey with confidence.
Build a business around your vision
Owning an RIA allows you to create a firm aligned with your goals and the needs of your clients. From your growth strategy to the products and services you offer, you can make decisions that support the future you're working to build.
Growth potential
Advisors report an average increase in AUM of 30% after going independent.* Although starting a firm comes with risks and rewards, as you start building equity you can attract and retain new clients—and scale and grow quickly.
Long-term valuation
Registered investment advisors can build equity in their businesses long term, which they may be able to monetize down the road. With the right planning help, you could own a major asset by the time you retire.
FEATURED INSIGHTS
The road to starting an RIA firm
How do you know if starting and owning an RIA firm may be right for you? To begin making this important decision, it helps to know what the road ahead may look like. Fidelity can be there with you every step of the way to help make the process easier.
Ready Day 1 to help you start your own RIA
Hear a new RIA owner's story of launching an independent firm and how Fidelity helped them get up and running from day one with the guidance, capabilities, and support needed to bring their vision to life.
Your browser doesn’t support video.
We wanted to start a firm where we created everything, starting from what we believe is the right thing for the client. Fidelity was comitted to helping us create our firm, from defining who we are, to introducing us to all the major companies that we needed to meet.
– Amir Monsefi, CEO, AIRE Advisors
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.
Innovative products and technology
Fidelity offers investment and retirement products and the technology platform Wealthscape with digital advice solutions and eMoney integration.
Learn more
Practice management and consulting
Fidelity provides practice management and consulting to help you build a successful business using our Five Fundamentals of a Future-Ready Firm.
Learn more
Ready to get started?
*FI Advisor Movement Study, 2021
**The experience of this customer may not be representative of the experience of all customers and is not indicative of future success.
1055206.4.0
90510A942F9F478188C8488358E99089