WORKING WITH US

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.
PERSPECTIVE
Chart your own path in wealth management
How the evolution of business models allows advisors to take control where they want it and get support where they don't.
PERSPECTIVE
Top 5 reasons to consider going independent
Firm leaders share their motivations for choosing the path of independence.
PERSPECTIVE
Busting myths about moving to the independent advisor model
Examining the realities behind the decision to go independent.
INFOGRAPHIC
The ins and outs of advisor movement
Insights from Fidelity's 2023 Advisor Movement Research Study.
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

Worksheet

RIA activity timeline sample

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 - and they've never looked back.

Watch the video

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.
PERSPECTIVE
Creating a strategic plan to chart the course for your firm's future
A strategic planning toolkit
GUIDE
Building a strong brand
A guide to bringing your value to life for clients and prospects.
PERSPECTIVE
Five Steps to Stand Out in Every Environment
Steps to help advisors build a holistic, relationship-based business to deliver across all levels of the Advice Value Stack.

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.

Powering growth for clients
2:42
GenTrust senior leaders discuss the importance of providing holistic, differentiated solutions and how Fidelity helps them grow, drive efficiencies and deliver a better client experience.
Powering growth for clients
NOW PLAYING
Powering growth for clients
Committed to putting clients first
NOW PLAYING
Committed to putting clients first

Programs and services

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.

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Growth Hub: Powerful advisor growth strategies

Is your business ready for the next step? Let Fidelity's Growth Hub guide you on your journey, with deep insights and how-to resources designed for growth-minded advisors.

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Fidelity Alliance Network

Access discounts and special offers from third-party firms for your clients.

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Ready to get started?

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