About | RIA Confidential Resource Hub

About RIA Confidential

The RIA Confidential Hub is a resource center for advisors navigating independence built to replace industry noise with clarity.

If you’re successful inside a legacy model but feeling the ground shifting under your feet, you’re not alone. We created RIA Confidential to help you understand what’s changing, evaluate your options, and build a plan that fits your business and your life. What you’ll find here: practical tools, honest analysis, and curated resources for modern independence without the hype.

Start Here

Try the RIA Calculator

Our mission

The RIA Confidential Hub supports advisors looking to transition to Independence and established RIAs with education, practical tools, and real-world guidance, so they can build and grow the firm they envision.

Our promise

We’re here to be your reliable compass, not another loud opinion feed.

That means:

What We Cover

The real-world questions we help you answer

What independence model fits me best: solo, join an RIA, hybrid, platform, or partner model?
What changes financially if I switch models?
What does a transition actually require (custody, compliance, tech stack, ops, client communication)?
What signals matter right now in wealth management (and what’s just noise)?

What You’ll Find Inside

Built to help you move from curiosity to a real plan

Tools + Calculators

Make the economics visible and compare scenarios.

Roadmaps + Checklists

Step-by-step planning resources so you don’t miss critical moves.

Resource Library

Curated guides, explainers, and frameworks across custody, compliance, ops, and growth.

Insights + Signals

Briefings designed to help you see what’s changing early — and how it affects your practice.

Podcast

Conversations and frameworks for advisors who want the truth, not the pitch.

Community (growing)

Briefings, replays, and practical education designed to reduce isolation and speed up learning.

What We Are Not

A quick note on what we don’t do

RIA Confidential is not:

Independence is personal. Our job is to help you understand the landscape and build your best next step.

How We Stay Credible

Editorial standards and transparency

Trust is everything. We aim to be clear about:

Who It’s For

If any of these sound like you, you’re in the right place

You’re exploring independence but want real numbers and real steps.
You’re already independent and want to tighten operations, improve margins, and scale.
You’re an RIA in growth mode and want better clarity around custody, tech, compliance, and partnership options.
You’re tired of being “successful” while feeling less certain about where your firm is headed.

Our Leadership

Meet your Guide

Behind the scenes, RIA Confidential is supported by a team that includes research, editorial, production, and platform development all lead by Ray Gettins, a 25 Year Industry veteran who thrives on helping advisors navigate their path to their version of ultimate success.

Ray Gettins

Your RIA Mentor

Ray brings practical experience, a high standard of integrity, and an advisor-first approach to helping independence-minded advisors evaluate options and execute cleanly.