INDEPENDENCE HUB
Understand your options for independence
Having more options can unlock new avenues of opportunity and growth. Discover how our team's unbiased, consultative approach can help you uncover the business models that best align with your unique vision of independence.
Defining independence your way, based on your goals
Not long ago, going independent meant choosing between joining a firm or starting your own. Today, a growing number of support models and providers give you the flexibility to build a business that fits your vision—your way.
Explore your options for independence
There’s no one-size-fits-all approach to becoming an independent advisor. Whether you're looking for full control or just more flexibility, there’s a model that fits your goals, lifestyle, and vision for the future.
Join an existing RIA as an employee or partner
This path offers you the benefits of independence and provides brand support—so you're not going it alone.
Affiliate with an existing RIA
Want more autonomy without being self-employed? Affiliation gives you flexibility while leveraging an established infrastructure.
Join an independent broker-dealer
Looking for more product choice and flexibility in a commission-based model? This option blends independence with support.
Partner with an equity firm
Need capital to grow or launch your firm? Shared ownership can provide financial backing while giving up some control.
Start your own RIA with outsourced support
Want to run your own firm but not handle every detail? Outsourcing lets you stay focused on clients while experts handle operations.
Launch and fully own your RIA
Ready for full control? Build your business from the ground up and own every decision, every process, and every outcome.
Chart your own path in wealth management
Discover how the evolution of business models allows you to take control where you want it and get support where you don’t.
Start an RIA
Forming your own registered investment advisor (RIA) firm can allow you to take control of your future, keep more of what you earn, and offer more flexibility in helping clients reach their financial goals.
Becoming independent: A bold move
As you think about how to turn your ideas about independence into reality for your business, Fidelity is here to help. Find out how our consultants focus on your goals and help you evaluate strategies so you can make more informed decisions.
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Get support every step of the way with Fidelity’s solutions
Whether you’re starting to explore independence, transitioning your business, or looking to optimize your RIA practice’s long-term growth, our platforms, investment products, and consulting services can 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.
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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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Ready to get started?
Let's talk about your options for independence.