Q118 - Is My Practice Too Large To Join An RIA?

Transition To RIA Podcast · Jan 23, 2025 · 22m

I am often asked, “How large a practice do I need, to have my own RIA?”

Equally important is the other end of the spectrum as well, “Is my practice too large to potentially join an existing RIA?”

There are three main pathways to transition your practice to the RIA model:

Start your own RIA.

Join an existing RIA.

Utilize a solution that is essentially in the middle of these two.

There are pros/cons to all three approaches.

But is there a point where you might be too large for one of them?

In this episode of the Transition To RIA question & answer series (#118), I explain if there is a point…