Experience True Independence
Discover the autonomy, flexibility, and growth potential that comes with becoming an independent Registered Investment Advisor (RIA). Evaluate Your Practice
Frustrated by the constraints of operating under a broker-dealer?
Many advisors find themselves limited by the corporate agendas and product restrictions imposed by broker-dealers, preventing them from offering truly unbiased advice and fully serving their clients’ best interests. The need to balance compliance with a fiduciary duty can often feel like a tightrope walk, leaving you unable to operate with the complete independence you desire.
We’re Here to Help
At Elite Advisor Recruitment, we specialize in matching elite financial advisors with the best independent broker-dealers. We understand the challenges you face, and we’re here to guide you through the transition to independence. With years of experience and a deep network of industry connections, we’ve helped countless advisors like you achieve greater autonomy, higher earnings, and a more fulfilling career.
Your Practice. Your Way.
Imagine the freedom to provide truly unbiased advice, the autonomy to run your practice without external pressures, and the satisfaction of operating under a fiduciary standard where your clients’ interests are always the priority. As a fully independent RIA, you can:
Achieve Complete Autonomy
Make decisions that are best for your clients without the constraints of corporate mandates or product limitations.
Build Stronger Relationships
Operate under a fiduciary standard, ensuring your clients receive advice that’s in their best interests, leading to deeper trust and long-term relationships.
Retain Full Revenue
As an RIA, you keep more of what you earn, with no broker-dealer taking a cut of your revenue.
Best In-Class Technology
Select and customize the tools that best suit your practice, without being forced to use proprietary technology that may not meet your needs.
Let’s Evaluate Your Practice
Start by evaluating your current model and see how much more autonomy you could achieve as an independent. Click below to begin your journey to true independence.
Here’s how we’ll make your transition seamless
Step 1: Evaluate Your Current Model
We’ll help you assess the limitations of your current broker-dealer affiliation and explore how much more autonomy you could achieve as a fully independent RIA.
Step 2: Develop Your RIA Practice
We’ll assist you in setting up your RIA, including choosing the right custodian, establishing your compliance framework, and selecting the best technology and tools for your practice.
Step 3: Ensure a Smooth Transition
We’ll guide you through every step of the process, ensuring a smooth transition for both you and your clients as you move to an independent RIA model.
