With Advisor Pathways — our new program aimed at assisting breakaway brokers and advisors wanting to make a change — it’s never been easier to go independent, join an existing firm or sell your practice. Let us help you determine which path is right for you and give you all the support tools you need to take the next step.
Don’t let yourself be held back by a wirehouse. The advantages of running your own practice are endless:
If you’re a successful broker ready to go independent, Trust Company of America (TCA) can help you realize your full potential. We know that going out on your own can be a daunting task, which is why we provide you with all the support tools you need to make a successful transition. With TCA, you get:
TCA has partnered with RIA in a Box, the industry-leading registration and compliance firm, making it easier than ever to launch your career as an independent RIA. RIA in a Box provides you with a fully customized registration package that includes:
With RIA in a Box, you only need to spend about an hour on questionnaires, and their experts do the rest. Right now, you can also get 3 free months of basic on-going compliance support with a new registration. So don’t wait — get started with RIA in a Box today.
Running your own business can be a complete life change, and a potentially risky one. But there is an alternative option, other than staying chained to a large wirehouse.
Many advisors now opt to partner with a firm that specializes in providing a home for RIAs. You can offload the operational, compliance and accounting processes on the company, while still enjoying the freedom of running your business your way.
TCA can help put you in touch with a partner who is well-suited to your particular needs and goals. Explore Our RIA Partners page to see which firms we currently work with.
If you’ve developed a strong client base, but are looking to move on to a different career path or retire, TCA can help you make that transition while providing the best support for your clients.
We have strong relationships with a number of firms that specialize in growing through acquisitions. We can connect you to the right partner so that you can feel confident your clients are being taken care of and can sell your practice on your own terms.
The RIA Compass is our five-minute assessment that helps you chart the course of your career and determine your biggest opportunities for growth. Just answer a few quick questions about your work as an RIA and your plans for the future, and we can help you get started. Launch the RIA Compass now.