Sponsored by BNY Mellon's Pershing
Today nearly twice as many advisors serve their clients from an Independent RIA than just 10 years ago.1 This whitepaper lays out the most recent trends that are defining the Independent RIA space and illuminates key factors that any individual or team should consider while making this career-defining decision. We share the stories of three RIA teams who found success using this path, while identifying best practices that helped facilitate their transition processes.
