Become an RIA the easy way.
Take the first step towards full ownership of your revenue, personalized client service, and ideal work-life balance.
You’ll hear a thousand reasons not to start an RIA. Reality tells a different story1.
This testimonial was given by current clients or investors. Neither Altruist nor its affiliates paid for this testimonial, but we do earn revenue from financial advisors who use our software, from assets invested through our broker-dealer (Altruist Financial LLC) and assets invested in models made available by our registered investment adviser (Altruist LLC). As of the date of this testimonial, the promoting advisors (J Conole, C. Castle, J. Burch) received compensation or other benefits from Altruist through the promoting advisor’s participation in one or more of Altruist’s various programs, which created a conflict of interest on the promoting advisor’s part and may have influenced the view(s) expressed by the promoting advisor. For more details on program compensation and benefits and related conflicts of interest, please visit altruist.com/RIA-testimonial. For additional information about the promoting advisor’s conflicts of interest when expressing its views about Altruist or Altruist’s affiliates, please see promoting advisor’s advisory program brochures, available at https://adviserinfo.sec.gov/. This testimonial may not represent the experience of others and it is not a guarantee of results.
1,500 advisors go independent every year.
Altruist Corp (“Altruist”) offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Commission-free trading means $0 commission trades placed in brokerage accounts via web or mobile devices. Other fees may still apply. Please see the Altruist Financial Fee Schedule to learn more.
By using this website, you understand the information being presented is provided for informational purposes only and agree to our Terms of Use and Privacy Policy. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors.
All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. Clearing and custody of securities provided by Altruist Financial LLC. Check the background of Altruist Financial LLC on FINRA’s BrokerCheck.
Keep in mind, brokerage and other fees may apply on your client’s assets. Please see the Altruist Financial LLC Fee Schedule on altruist.com/legal to learn more.“Award Winning Custodian” claims refer to the following recognition received by Altruist: Wealth Management Wealthies | Custodian: Technology (Winner – 2023); Named to CB Insights Fintech 100 (2023); Nasdaq Fintech Trailblazer Contest (Finalist – 2023); and Named to GGV Capital’s 2024 Fintech Innovation 50. Please note: award receipt and/or listing in these publications does not guarantee results and is not meant to imply performance of any kind.
It's risky, difficult, and expensive.
Clients won't follow you.
There could be legal repercussions.
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64%
Say managing their own business was easier than they anticipated
75%
Say the transition was easier than expected
Say their current quality of life is better
80%
When you succeed, we succeed.
Bringing existing clients to your new firm has never been this simple. Get the tools and support to make a seamless transition.
Leaving a regional bank to start an RIA.
When Bjorn Amundson started RBC in 2016, he always hoped he could eventually break away and start his own RIA. It was a question of "how" not "if".
Nothing is stopping you from becoming one of them.
Become an RIA the easy way.
Take the first step towards full ownership of your revenue, personalized client service, and ideal work-life balance.
64%
Say managing their own business was easier than they anticipated
75%
Say the transition was easier than expected
Say their current quality of life is better
80%
Portfolio
Management Tools
Deploy strategies built with both custom portfolios and marketplace models.
Live Chat Support
Get questions answered fast with great support from real people.
Digital Account Management
Open, fund, and transfer accounts quickly, without paperwork or statements.
Practice
Management Tools
Manage fee billing, reporting, and trading within one intuitive platform.
Bulk Transfers
Work with our dedicated transition team to move your book of business.
Digital ACADs
Initiate transfers from other institutions without paperwork or statements.
Digital ACADs
Initiate transfers from other institutions without paperwork or statements.
Bulk Transfers
Work with our dedicated transition team to move your book of business.
Practice
Management Tools
Manage fee billing, reporting, and trading within one intuitive platform.
Digital Account Management
Open, fund, and transfer accounts quickly, without paperwork or statements.
Live Chat Support
Get questions answered fast with great support from real people.
Portfolio
Management Tools
Deploy strategies built with both custom portfolios and marketplace models.
Nothing is stopping you from becoming one of them.
1,500 advisors go independent every year.