RIA Platform Services in USA
Find the Perfect RIA Platform for Your Practice
Choosing the right RIA platform is one of the most critical decisions you’ll make as a financial advisor. The platform you select impacts everything from your operational efficiency and client experience to your bottom line and enterprise value.
Why Your RIA Platform Choice Matters
Your platform isn’t just a service provider; it’s the foundation of your entire practice. The right platform enhances your ability to serve clients while the wrong one creates obstacles, expenses, and frustration.
Operational Excellence
Modern RIA platforms provide technology infrastructure, compliance support, custody solutions, and operational systems that allow you to focus on clients rather than administration. The best platforms minimize your administrative burden while maximizing your efficiency.Economic Impact
Platform costs vary dramatically. Between custody fees, platform charges, technology expenses, and compliance support, your platform choice can represent the difference between keeping 75% or 90% of your revenue. Over a career, this compounds into millions of dollars.Client Experience
Today’s investors expect sophisticated technology, seamless account access, and professional service. Your platform’s capabilities directly impact your ability to deliver the modern client experience that attracts and retains high-value relationships.Enterprise Value
The platform you choose affects your practice’s sellability. Advisors on scalable, well-regarded platforms typically command higher valuations because buyers recognize the operational advantages and client satisfaction these platforms deliver.
Our RIA Platform Services in USA
Comprehensive Platform Analysis
We maintain deep knowledge of every major RIA platform operating in the USA. From national custodians like Schwab, Fidelity, and Pershing to specialized turnkey platforms like Dynasty Financial Partners, HighTower, and Focus Financial, we understand each platform’s strengths, limitations, pricing structures, and ideal client profiles. Our platform analysis covers technology capabilities and integration, compliance and regulatory support, custody and clearing solutions, investment platform and product access, operational infrastructure and support, pricing and economic structures, and transition assistance and onboarding support.
Confidential Platform Comparisons
Exploring your options shouldn’t alert your current platform or disrupt your practice. We conduct confidential look-sees, allowing you to evaluate alternatives discreetly. We handle initial conversations, gather detailed information, and present comparisons without revealing your identity until you’re ready.
This confidential process gives you the freedom to explore without risk, compare multiple platforms simultaneously, understand true costs and benefits, and make informed decisions without pressure.
Negotiation and Deal Structuring
Our industry relationships and transaction experience give you negotiating leverage. We help you secure favorable pricing structures, enhanced technology packages, transition support and subsidies, competitive grid payouts, and equity opportunities where available.
We’ve structured hundreds of platform transitions and know what terms are achievable. Our expertise ensures you maximize your outcomes while minimizing transition risks.
Transition Management
Moving to a new RIA platform is complex. We guide you through every step including regulatory and compliance requirements, technology migration and integration, client communication strategies, account transfer coordination, team training and onboarding, and post-transition optimization.
Our goal is seamless execution that retains 95%+ of client assets while positioning you for enhanced growth and profitability on your new platform.
Types of RIA Platforms We Work With
National Custodian RIAs
Build your practice directly on major custodians like Schwab Advisor Services, Fidelity Institutional, or Pershing Advisor Solutions. These platforms offer maximum flexibility and economics but require you to manage more operational aspects independently.Turnkey Asset Management Platforms (TAMPs)
Access institutional investment Wealth management platform ,sophisticated technology, and comprehensive support through specialized platforms. TAMPs provide investment solutions, operational infrastructure, and compliance support, allowing you to focus primarily on client relationships.Broker-Dealer Affiliated RIA Platforms
Maintain hybrid capabilities through platforms that support both RIA and broker-dealer business. These platforms offer flexibility for advisors serving clients who need both fee-based and commission-based solutions.RIA Networks and Aggregators
Join established RIA organizations that provide shared infrastructure, collective purchasing power, and collaborative resources while maintaining your independence. These platforms balance autonomy with the benefits of being part of a larger organization.Independent Boutique Platforms
Work with specialized Wealth Management platforms serving niche markets or specific advisor profiles. These platforms often provide highly personalized support and services tailored to particular practice types or investment philosophies.Key Factors in Platform Selection
Technology and Integration
Your platform’s technology stack affects daily efficiency. We evaluate client portal capabilities, CRM integration and functionality, financial planning software, performance reporting tools, rebalancing and trading systems, document management solutions, and digital onboarding capabilities.
Compliance and Support
Regulatory compliance is non-negotiable. We assess each platform’s compliance infrastructure, regulatory filing support, annual audit assistance, continuing education resources, and responsive compliance counsel availability.
Economics and Pricing
Understanding true costs requires looking beyond headline numbers. We analyze platform fees and minimums, custody and transaction costs, technology charges, advisor payout structures, additional service fees, and total cost of ownership across different asset levels
Who We Serve
We work with financial advisors at every stage, including established advisors seeking platform upgrades, wirehouse advisors transitioning to independence, growing practices needing scalable infrastructure, advisors approaching succession planning, and teams requiring enhanced technology and support.
The Advisor Hunt Global Advantage
Complete Market Knowledge
We know every significant RIA platform in the USA. This comprehensive market knowledge ensures you see all options, not just what’s marketed most aggressively. We provide objective assessments based on your specific needs rather than our relationships or incentives.
Industry Insider Expertise
Our team includes former advisors, wholesalers, and practice builders who understand platforms from multiple perspectives. We’ve personally worked with most major platforms and know what works, what doesn’t, and which platforms excel for different practice types.
Confidential Process
Your exploration remains completely confidential. We protect your anonymity throughout the evaluation process, allowing you to make informed decisions without alerting your current platform or creating unnecessary disruption.
Transaction Experience
We’ve facilitated hundreds of platform transitions across the USA. This experience means we anticipate challenges, streamline processes, and ensure successful outcomes. Our proven methodology minimizes risk while maximizing results.
Ready to Find Your Ideal RIA Platform?
Contact Us Today
Schedule a confidential conversation about your platform needs.FAQs
How do I know if I've outgrown my current platform?
Common signs include technology limitations hampering growth, feeling underpaid relative to market rates, inadequate compliance or operational support, or platform changes that don’t align with your vision.
What's the typical timeline for platform transition?
Most transitions take 90-180 days from decision to full implementation, though timelines vary based on practice complexity and platform choices.
Will changing platforms hurt client retention?
Well-executed transitions typically retain 95%+ of assets. Clients follow advisors they trust, and modern account transfer processes minimize disruption.
How much does platform transition cost?
Costs vary but typically include $5K-$15K in regulatory fees, $10K-$30K in technology setup (often subsidized), and minimal client communication expenses. Most advisors recoup costs within 12-18 months through improved economics.
Can I evaluate platforms without my current firm being aware of it?
Yes. Our confidential process allows you to explore options discreetly. We handle initial conversations without revealing your identity until you’re ready.
What if I'm unsure which type of platform is right for me?
That’s exactly why we’re here. We help you understand the options, assess your needs, and identify platforms that align with your practice model, growth goals, and service philosophy.