Advisory Advocates Logo
Menu
close

For Advisors

Determine the Best Direction for you
IAR or RIA?

You probably know you want to be independent and that independence is what is best for both you and your clients, but what is the best independent solution for your business?

Trying to decide whether to start your own RIA or become an IAR? Let us help you
GET STARTED

Going Independent

Going independent can be a daunting task and knowing what type of independence is best for you and your practice is a crucial decision to ensure the long term success of your firm and your clients. Advisory Advocates is uniquely positioned to help you make the best decision and provide you with all the tools and expertise needed to make this transition.

Investment Advisor Representative (IAR)

As an IAR you will be a representative of Advisory Advocates and will have access to all of our services. You will still enjoy the financial benefits of being a fee-only advisor without having to run an entire business.

Registered Investment Advisor (RIA)

As an RIA you will be the owner and operator of your own independent advisory firm. While you will be solely responsible for all decisions made, Advisory Advocates will assist in initial setup as well as with asset management.

What independent setup is best for you?

Ready to Get Started?
Whether you want to bolster your current business and add recurring income or go independent, we have a solution for you.

We are here to help. Reach out today!
Advisory Advocates Logo
Advisory Advocates is an independent firm committed to providing financial planning & advisory services to individuals with an emphasis on protecting our client assests.

Solutions

IAR & RIAAsset Management

Internal

HomeAbout UsContact Us

Quick Links

TermsDisclaimerPrivacy Policy
chevron-down