Protect, manage and grow
RIA One® is a unique partner program built specifically to help RIAs and comprehensive financial advisors meet their clients’ changing needs.
ONE COMPREHENSIVE BUSINESS PARTNER
RIA One offerings
RIA One is an annual membership program designed to be straightforward and cost efficient for firms and advisors of all sizes to help you protect, manage and grow your business.
With your RIA One membership, we will work with you to build a specialized plan. Our Comprehensive Business Assessment and Action Plan will help you evaluate your business and provide a step-by-step guide on how to accomplish your business objectives. Other benefits of your membership include:
Proprietary business protection solutions
Health insurance programs for advisors
Comprehensive back-office support
Transitioning advisor services
Expertise and education
*Subject to additional costs based on your firm’s needs.
Comprehensive business assessment and action plan
RIA-friendly insurance platform
Personal lines platform
Advisor and client referrals
WHO WE WORK WITH
RIAs who will benefit from RIA One
RIA One can benefit all types of RIAs and financial advisors but will best serve those who wish to grow their business and deliver a comprehensive client experience. RIA One can be especially beneficial to RIAs who are:
$200 million+ AUM
Fee-only or hybrid
Single to multi-advisor firms
RIA One is an annual membership that is designed to be cost-efficient and straightforward. We are confident that our annual strategic business planning and access to partner benefits will save you time and money.
Firms with $200-$500 million AUM
Firms with $500 million-$1 billion AUM
Firms with $1 billion+ AUM
INTERESTED IN BECOMING AN RIA ONE PARTNER?