Top 5 reasons to consider going independent
Firm leaders share their motivations for choosing the path of independence.
- Independence has been the fastest-growing form of advisor affiliation over the last 10 years.1
- By 2025, Cerulli Associates projects that more than a quarter of the industry's assets will be managed by advisors in RIA channels (independent and hybrid).2
- Demand for advice is increasing: 63% of investors indicate a willingness to pay for advice, up from 38% in 2009.3
- Why are so many advisors and teams opting to go independent and start their own firms?
Next steps to consider
Mergers & Acquisitions
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Independence Hub
Are you considering becoming an independent advisor? See how our support can help turn your unique vision and needs into reality.
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RIA Valuation Tool
Use our quick and easy RIA Valuation Tool to see how much you could earn if you’re thinking of becoming a registered investment advisor.
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1. Cerulli Associates, "Taking Control: Exploring Independence," June 13, 2022.
2. Cerulli Associates, "U.S. Advisor Metrics 2021: Client Acquisition in the Digital Age," February 2021.
3. Cerulli and Associates with SIFMA, "The Evolving Future of Wealth Management," November 2023.