It’s Time to Finally Break Away from your Broker-Dealer, FMO-Based RIA or Simply get a Fresh Start!

An Exclusive Program Brought to you by SimplyRIA

Proven Launch Pad Process:

Painless Transition Process

Quick registration and gain immediate SEC status

Our back office team will facilitate entire client account transition

Working with a team that actually answers the phone

Autonomous Environment

Building a business to create the lifestyle you envision

Establish and customize your own branch office brand, logo, and email/domain/website

Client services & fee structure autonomy

A compliance department strives to say “yes”

Profit sharing opportunities for tenured Advisors

Advisor Operating System

Focus on growing your business, while we handle the minutia:

Paperless compliance

Billing & accounting

Portfolio design & management

Comprehensive integrated BGA

Advanced markets capabilities i.e. DSTs, QOZs, 401(k), etc.

White glove client service*

In-house marketing & digital media team

Proven exclusive workshop series

Innovative marketing collateral and resources

On-boarding discovery consultation and welcome package

Add sub-advisors or admin staff to your branch office

Advisor continuity planning

Constant SEC management and audit preparation

* Subject to availability and additional basis point fee. White Glove includes: portfolio blueprint analysis, portfolio comparison & investment analysis, account opening & paperwork, NIGO support, financial Planning support

Launch Your Own RIA

Should you decide and are ready to take on establishing your own RIA, we’ll do it for free**. Additionally, we will assist with:

Transition evaluation

Developing a seamless exit strategy

Maintain our integrated 3rd party services.

Outsourced ongoing compliance services through SimplyRIA

** Talk with one of our Business Development Adivsors (BDA) for more details.

The Difference Between the Traditional Method of Starting an RIA and Utilizing the Advisor Launch Pad

Ideal Launch Pad Candidate Profile

Advisors seeking a Firm with a boutique culture & mindset, autonomous environment, and a proven system to grow their practice and off-load minutia

Has an active book of clients and network of good standing business relationships that know and trust you; or, you need help in cultivating this area

Coachable, motivated, and entrepreneurial-minded with a desire to build an intrinsic value in a "Lifestyle-Based Practice", while helping more clients

Now’s the Time to Join a Boutique, Spirited, “Get it Done” Team Mentality Firm!

Are we the right fit for you… Are you the right fit for us?

Advisor Launch Pad is an exclusive program brought to you by SimplyRIA™. Created to help Independent Advisors break away from your Broker-Dealer, FMO-Based RIA or Simply get a fresh start!

Contact Us:

(810) 227-2549 |

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