Registered Investment Advisor (RIA) Search Services

There’s a lot of potential in the RIA landscape – for financial advisors who get it right. If you are considering launching your own RIA or joining an existing one, you already know the pros… but are you aware of the cons?

With increasingly complex regulatory concerns and an ever-evolving landscape, the questions you need to ask – and answer – for yourself are growing in number:
  • Should I become an RIA or go Hybrid?
  • Which custodian do I use? Are there minimums?
  • Should I consider an aggregator or platform provider? How do the aggregators work, exactly?
  • What is the cost of starting my own RIA vs. joining an existing one?

These are just a few of the difficult and complex questions you’ll face. There are others you probably don’t even realize should be a consideration. Becoming an RIA can be even more complicated than changing broker-dealers. And making the wrong decision can be detrimental to your business.

Bridgemark can help you make the right decision.

Contact Bridgemark Strategies for a Confidential Consultation

I was referred to Jeff Nash of Bridgemark Strategies by an industry colleague to help our firm evaluate custodial platform options. Jeff has a deep knowledge of the industry and a vast network of industry and non-industry contacts that allows him to be incredibly effective in his approach to achieving results. Jeff’s professionalism and ability to deliver on a tight timeline has led us to engage him in multiple capacities. He has expertise in running a custodial/broker dealer RFP process, evaluating M&A opportunities for both buyers and sellers, and leading strategic planning efforts.
– Max W

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