RIA xChange
Secure your financial freedom now
Let us help you secure your financial independence by finding you the perfect new home as a registered independent advisor.
Welcome to RIA xChange
The RIA Freedom Academy is the ultimate learning destination for advisors who are considering a move to being an RIA. Our extensive collection of white papers, courses and podcasts are designed to help you take your comprehension to the next level. As importantly, when you feel that you are ready to make the move, the Academy will help you identify and contact suitable RIA firms so you can evaluate offers with complete anonymity.
News & Analysis
Podcasts
Seminars
Our Prediction
RIAs Share of Total Assets will Be Up 31% in 2025
Independence Is Closer Than You Think
Follow our 5 step process to evaluate whether joining a RIA firm is right for you.
Step 1: Learn about the RIA Industry and find the model that works best for you.
Step 2: Provide RIA Freedom Academy with Basic Information on Your Practice.
Step 3: RIA Freedom Academy will reach out to the appropriate firms to discern initial interest. Confidentiality is ensured. They only know you as a number.
Step 4: RIA Freedom Academy will establish initial meetings with each interested firm. Confidentiality is still ensured.
Step 5: If a match is made, engage with a lawyer who specializes helping advisors join an RIA firm.
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