Keep 100% of your revenue.
Launch your own wealth management firm today!
WHAT WE DO
STATE REGISTRATION
We aid you in registering your firm in respective states, maneuvering through legal complexities.
NETWORKING GROUPS
Connect with accomplished securities attorneys and learn from their experiences.
RIA LIBRARY
Access a wealth of learning materials to enhance your understanding of the wealth management industry.
ONLINE COMMUNITY
Engage in active discussions, share insights and seek advice from our supportive online community.
COMPLIANCE SUPPORT
Avoid financial threats and financial regulation mishaps with our extensive compliance support.
BUSINESS GROWTH
Grow and Learn from our advisors who have grown their RIA's from $0 to >$100M AUM.
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"This team made learning how to start my own RIA so easy."
Conner Y.
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"I could not have my RIA without the group at Advisor Freedom. My clients are much better off now."
Braden J.
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"I was afraid to start my RIA because I didn't know what to do. Advisor Freedom fixed that."
Helen T.
Welcome to Your Adventure
Advisors who said they were happy they left their current firm to start their own RIA.
-According to Fidelity’s Advisor Movement Study
FAQ
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To get everything completely filed and registered and start bringing over clients, we typically see a process of 2-4 months to be perfect.
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Yes! We have 100s of templates for you to utilize and have 1:1 sessions to get your firm up and running. We also have dozens of videos for you to watch that shows step-by-step instructions on how to fully register and launch your firm.
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You can! However, the purpose of Advisor Freedom is to give you all the resources to start your own RIA and even set it up for you. For things like your employment contracts and contracts with clients we have a network of attorneys we can connect you with.
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Absolutely! We do recommend the actual submission of filing and registration be done by you or your employee, but we give you all documents and templates and show how to submit everything to become fully registered.
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There are thousands of advisors that leave their wirehouse/broker every year. We would love to serve them all but the process of establishing every firm does take time. If you are looking to start in the next 0-6 months then you would be a perfect fit.
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We are a team of financial advisors that started our own firms and thus had to learn exactly what to do. For example, for registration in the state of Texas there are exactly 79 steps to become fully registered - and we show how to complete each one!
ABOUT
ADVISOR
FREEDOM
We are an online platform aimed at empowering individuals to launch their wealth management firm. We offer a learning platform, regulatory support, community engagement, and networking opportunities.
Our vision is to build a community of independent wealth management firms thriving on shared knowledge and mutual support. With us, you not only start your business, but also continually improve it from our community.
