Clarity for the Modern Advisor.
RIA Confidential Resource Hub is your source for the truth. Whether you're looking to go RIA or Grow your RIA. Grounded in experience, research, and advisor case studies.
Guidance on Going Independent. Support to Scale.
In partnership with industry experts
Guidance on Going Independent. Support to Scale.
Resource Hub for the Modern Advisor
Clarity in Minutes
Find your best next step fast, whether you’re exploring, planning, newly independent, or scaling.
Tools That Move You Forward
Practical assessments and decision helpers designed for real-world advisor situations.
High-Signal Education
No fluff. Just battle-tested guidance, proven patterns, and actionable proof points.
Resources
Core Resource Sample
Everything you need to navigate independence with confidence, from first questions to scale mode.
Independence Pathfinder
Navigate from curiosity to launch with clear decision paths tailored to your stage and situation.
Transition Readiness Assessment
Evaluate where you stand today and identify gaps before making the leap to independence.
Weekly Signals
Concise insight briefs highlighting trends, deal patterns, and regulatory shifts that matter.
Phase-by-Phase Roadmap
Step-by-step playbooks with checklists covering exploration, planning, launch, and scale.
RIA Calculator
Model your economics, compare scenarios, and understand the true financial impact of independence.
Client Message Builder
Craft clear, confident communications to share your independence journey with clients.
Which Best Describes You?
Considering the RIA model? Start with data-driven insights and see what independence could mean for your practice.
Growing your RIA? Access proven strategies, tools, and resources to scale your practice and maximize client value.
Stay ahead of market shifts, M&A trends, and regulatory changes shaping the wealth management landscape.
How it works
Built Like a Navigation System
Interactive calculators and decision frameworks that help you move forward with confidence.
How to Navigate: Start with a path or tool, then deepen your knowledge with the library. Share pages with your team for alignment, and bookmark the hub for continuous updates.
The Podcast That Started the Movement
Episode 01
EP – 1 – Breaking Free from the Broker Dealer Model
Transcript MUSIC INTRO 0:00 Speaker 1 0:12 Welcome to Ria. Confidential. Your source for the
Episode 02
EP – 2 – What Independence Really Looks Like!
August 20th Summary: 🎙 RIA Confidential – Episode 2: Making Independence Work Breaking away is
Episode 03
Caught in the Shuffle: The Merger Survival Series. 1 of 3
September 24th Summary: Episode 1: Caught in the Shuffle — The Merger Survival Series RIA
Advisors Are Caught in the Shuffle.
We're Here to Change That.
The wealth management industry is consolidating. Payouts are compressing. Autonomy is shrinking. Meanwhile, advisors are left without clear, unbiased information about their options. RIA Confidential was created to cut through the noise, providing research-backed insights, transparent data, and real advisor stories to help you make the best decision for your practice and your clients.
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Discover What's Inside
Top Starting Points
Explore independence paths, transition planning timelines, and “what to do first” guidance tailored to your situation.
Fastest Wins
Use tools and checklists to cut through confusion, eliminate guesswork, and reduce costly missteps.
For Growth Mode
Build operating rhythm, refine your business model, and scale with intention using proven frameworks.
Stay Ahead of the Shift
Advisor-centric insights delivered weekly.
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