INDEPENDENCE HUB

Financial advisor resources for taking your next steps

Whether you're just starting to explore independent business models or looking to scale your existing practice, our curated resources are designed to support you at every stage of your journey.

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Insights on independence to support you at every stage

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.

Explore your possibilities

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.

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Is it time to redefine "going independent?"

Industry experts discuss how the options for independence continue to expand

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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.

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Prepare for your move

Focus on key strategies and tactics as you consider plans for making a move, with help from our online tool, worksheets, and insights from independent advisors.
Worksheets

Worksheet

RIA activity timeline sample

Accelerate your growth

We’re with you beyond launch—offering the consultative support and insights to help your business grow and evolve at every stage.
PERSPECTIVE
Creating a strategic plan to chart the course for your firm's future
A strategic planning toolkit
PERSPECTIVE
Ultra-wealth management
What it takes to find success in the ultra-high-net-worth market
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
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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
Knowing your target clients drives long-term growth
NOW PLAYING
Knowing your target clients drives long-term growth
Embracing Independence: Reno Tahoe Wealth Management's Journey
NOW PLAYING
Embracing Independence: Reno Tahoe Wealth Management's Journey
Making the move to independence
NOW PLAYING
Making the move to independence
Independence provides many opportunities
NOW PLAYING
Independence provides many opportunities

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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Related Resource

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Fidelity Alliance Network

Ready to get started?

Let's talk about your options for independence.

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