Offer clients 5.10% APY with Altruist Cash
Back
Use cases
go independent
Go independent
Everything you need to become an RIA
Scale your RIA
Scale your RIA
Eliminate inefficiencies with automation
increase profitability
Increase profitability
Lower fees for you and your clients
Start up
Start up
Bring critical tech under one roof
Essential tools on a scalable, open platform.
Product
portfolio_mng
Portfolio Management
Drive better client outcomes
porfolioreporting
Portfolio Reporting
Present data effortlessly
modelmarket
Model Marketplace
Stop overpaying your TAMP
Altruist Cash nav icon
Altruist Cash
Offer industry-leading APY
user_icon
Client Experience
Exceed expectations
FeeBilling
Fee Billing
Accommodate any billing arrangement
Group
Advisor Experience
Enjoy a new standard of support
integrations
Integrations
Unlock productivity
Clearing and Custody
Eliminate your biggest pain points by partnering with the modern custodian built exclusively for RIAs.
Learn more
Blog
See all blogs
becomeRIA
Become an RIA
Launch your new firm with ease
marketing
Marketing
Grow faster with best practices
scale
Scale
Technology, process, people
advisory
Advisory
Drive better client outcomes
Company
Company Insights
Everything newsworthy at Altruist
Original content
podcast
Podcasts
Never miss an episode
Group 88541
Webinars
Catch our latest conversation
Get stellar customer service and software — all in one streamlined solution. Explore product
Case Study
Learn more
WindleWealth3
Why Windle Wealth is moving $150m to Altruist

Learn more about DJ Windle's decision to take his business from TDA to Altruist.

See for yourself
explore product
Take a self-guided tour
Get time savings and personalization without the 50+ bps price tag. Explore product
E-books
The Road to 100 Million-2
Road to $100 Million
5 strategies to accelerate your growth
Custodian Buyers Guide Nav Graphic
Custodian Buyer's Guide
Everything you need to know
RIA Launch Kit-3
RIA Launch Kit
Your guide to going independent
The 8-Week Roadmap to a Killer Financial Advisor Event-1
8-Week Advisor Event Roadmap
Plan and execute client-generating events

Become an RIA

Sign up to receive insightful, actionable,
and relevant content.

Going Independent

Going Independent: Registering your RIA with your state (or SEC)

Going Independent: Registering your RIA with your state (or SEC)

Starting an RIA requires advisors to register with the state(s) and possibly the SEC. In this article, get the facts about what you need to do.
09/01/2022
Going Independent: What does it cost to start your own RIA?

Going Independent: What does it cost to start your own RIA?

What does it really cost to start your own RIA? In this article, Altruist lays out what it could potentially cost you, so you can see if going independent is right for you. 
09/01/2022
Going Independent: How to transition clients to your new firm

Going Independent: How to transition clients to your new firm

Here's a step-by-step process of how to seamlessly transition clients to your new RIA.
09/01/2022
Going Independent: Choosing the best custodian for your RIA

Going Independent: Choosing the best custodian for your RIA

Choosing an RIA custodian is one of the biggest decisions an independent advisor has to make. Here are the key things to consider when picking a custodian.
02/03/2021
Going Independent: Building your RIA from the ground up

Going Independent: Building your RIA from the ground up

Forming an RIA from the ground up requires a lot of legwork up front. Altruist speaks with experts to help answer the most important questions about this process.
09/28/2020
Going Independent: 6 common mistakes financial advisors make on their Form ADV

Going Independent: 6 common mistakes financial advisors make on their Form ADV

Mazi Bahadori, Altruist's CCO and EVP Operations, shares the 6 common mistakes financial advisors make on their Form ADV when starting an RIA.
08/10/2020
Going Independent: Let's get back to the (business) basics for your RIA

Going Independent: Let's get back to the (business) basics for your RIA

We're diving into the world of business basics for your RIA. We'll go over everything you need to know to launch and set up an RIA.
05/12/2020
Going Independent: Everything you need to know to set up your RIA compliance program

Going Independent: Everything you need to know to set up your RIA compliance program

Advisors starting an RIA should plan ahead for compliance. There are lots of financial advisor compliance solutions, but what are the best options for your RIA?
03/23/2020
Going Independent: A guided checklist to starting your own RIA

Going Independent: A guided checklist to starting your own RIA

Altruist provides those considering going independent with an easy-to-follow RIA startup checklist of everything you may need when you are considering starting your own RIA.
01/31/2020
Going Independent: Everything you need to know to start a new RIA

Going Independent: Everything you need to know to start a new RIA

Starting your own RIA is a big undertaking. This series is your step-by-step guide on how to start and launch your RIA.
12/07/2019
New call-to-action

State Registration

How to become an RIA in Alaska

How to become an RIA in Alaska

Starting an RIA requires registering within the state you operate. Here are the requirements for Alaska.
08/16/2023
How to become an RIA in Mississippi

How to become an RIA in Mississippi

Starting an RIA requires registering within the state you operate. Here are the requirements for Mississippi.
08/16/2023
How to become an RIA in Louisiana

How to become an RIA in Louisiana

Starting an RIA requires registering within the state you operate. Here are the requirements for Louisiana.
08/15/2023
How to become an RIA in Hawaii

How to become an RIA in Hawaii

Starting an RIA requires registering within the state you operate. Here are the requirements for Hawaii.
08/07/2023
How to become an RIA in Rhode Island

How to become an RIA in Rhode Island

Starting an RIA requires registering within the state you operate. Here are the requirements for Rhode Island.
08/07/2023
How to become an RIA in New Mexico

How to become an RIA in New Mexico

Starting an RIA requires registering within the state you operate. Here are the requirements for New Mexico.
08/07/2023
How to become an RIA in West Virginia

How to become an RIA in West Virginia

Starting an RIA requires registering within the state you operate. Here are the requirements for West Virginia.
08/02/2023
How to become an RIA in Maine

How to become an RIA in Maine

Starting an RIA requires registering within the state you operate. Here are the requirements for Maine.
08/02/2023
How to become an RIA in Nevada

How to become an RIA in Nevada

Starting an RIA requires registering within the state you operate. Here are the requirements for Nevada.
07/26/2023
How to become an RIA in Arkansas

How to become an RIA in Arkansas

Starting an RIA requires registering within the state you operate. Here are the requirements for Arkansas.
07/26/2023
How to become an RIA in Oklahoma

How to become an RIA in Oklahoma

Starting an RIA requires registering within the state you operate. Here are the requirements for Oklahoma.
07/19/2023
How to become an RIA in Connecticut

How to become an RIA in Connecticut

Starting an RIA requires registering within the state you operate. Here are the requirements for Connecticut.
07/19/2023
How to become an RIA in South Carolina

How to become an RIA in South Carolina

Starting an RIA requires registering within the state you operate. Here are the requirements for South Carolina.
07/11/2023
How to become an RIA in New Hampshire

How to become an RIA in New Hampshire

Starting an RIA requires registering within the state you operate. Here are the requirements for New Hampshire.
07/11/2023
How to become an RIA in Arizona

How to become an RIA in Arizona

Starting an RIA requires registering within the state you operate. Here are the requirements for Arizona.
06/30/2023
How to become an RIA in Alabama

How to become an RIA in Alabama

Starting an RIA requires registering within the state you operate. Here are the requirements for Alabama.
06/30/2023
How to become an RIA in Montana

How to become an RIA in Montana

Starting an RIA requires registering within the state you operate. Here are the requirements for Montana.
06/08/2023
How to become an RIA in Wyoming

How to become an RIA in Wyoming

Starting an RIA requires registering within the state you operate. Here are the requirements for Wyoming.
06/14/2023
How to become an RIA in Vermont

How to become an RIA in Vermont

Starting an RIA requires registering within the state you operate. Here are the requirements for Vermont.
06/14/2023
How to become an RIA in Delaware

How to become an RIA in Delaware

Starting an RIA requires registering within the state you operate. Here are the requirements for Delaware.
06/02/2023
How to become an RIA in Maryland

How to become an RIA in Maryland

Starting an RIA requires registering within the state you operate. Here are the requirements for Maryland.
06/02/2023
How to become an RIA in Kentucky

How to become an RIA in Kentucky

Starting an RIA requires registering within the state you operate. Here are the requirements for Kentucky.
05/23/2023
How to become an RIA in South Dakota

How to become an RIA in South Dakota

Starting an RIA requires registering within the state you operate. Here are the requirements for South Dakota.
05/23/2023
How to become an RIA in Missouri

How to become an RIA in Missouri

Starting an RIA requires registering within the state you operate. Here are the requirements for Missouri.
05/23/2023
How to become an RIA in Wisconsin

How to become an RIA in Wisconsin

Starting an RIA requires registering within the state you operate. Here are the requirements for Wisconsin.
05/19/2023
How to become an RIA in Kansas

How to become an RIA in Kansas

Starting an RIA requires registering within the state you operate. Here are the requirements for Kansas.
05/10/2023
How to become an RIA in Ohio

How to become an RIA in Ohio

Starting an RIA requires registering within the state you operate. Here are the requirements for Ohio.
05/10/2023
How to become an RIA in Michigan

How to become an RIA in Michigan

Starting an RIA requires registering within the state you operate. Here are the requirements for Michigan.
05/02/2023
How to become an RIA in Oregon

How to become an RIA in Oregon

Starting an RIA requires registering within the state you operate. Here are the requirements for Oregon.
04/27/2023
How to become an RIA in North Dakota

How to become an RIA in North Dakota

Starting an RIA requires registering within the state where investment advisors operate. Here's what you need to know about the state of North Dakota.
03/23/2023
How to become an RIA in Iowa

How to become an RIA in Iowa

Starting an RIA requires registering within the state where investment advisors operate. Here's what you need to know about the state of Iowa.
03/23/2023
How to become an RIA in Indiana

How to become an RIA in Indiana

Starting an RIA requires registering within the state where investment advisors operate. Here's what you need to know about the state of Indiana.
02/07/2023
How to become an RIA in Georgia

How to become an RIA in Georgia

Starting an RIA requires registering within the state where investment advisors operate. Here's what you need to know about the state of Georgia.
02/07/2023
How to become an RIA in Utah

How to become an RIA in Utah

Starting an RIA requires registering within the state where investment advisors operate. Here's what you need to know about the state of Utah.
01/26/2023
How to become an RIA in Minnesota

How to become an RIA in Minnesota

Starting an RIA requires registering within the state where investment advisors operate. Here's what you need to know about the state of Minnesota.
01/26/2023
How to become an RIA in Nebraska

How to become an RIA in Nebraska

Starting an RIA requires registering within the state where investment advisors operate. Here's what you need to know about the state of Nebraska.
01/20/2023
How to become an RIA in Tennessee

How to become an RIA in Tennessee

Starting an RIA requires registering within the state where investment advisors operate. Here's what you need to know about the state of Tennessee.
01/20/2023
How to become an RIA in Washington

How to become an RIA in Washington

Starting an RIA requires registering within the state where investment advisors operate. Here's what you need to know about the state of Washington.
12/28/2022
How to become an RIA in Virginia

How to become an RIA in Virginia

Starting an RIA requires registering within the state where investment advisors operate. Here's what you need to know about the state of Virginia.
12/28/2022
How to become an RIA in North Carolina

How to become an RIA in North Carolina

Starting an RIA requires registering within the state you operate. Here are the requirements for North Carolina.
12/20/2022
How to become an RIA in Colorado

How to become an RIA in Colorado

Starting an RIA requires registering within the state where investment advisors operate. Here's what you need to know about the state of Colorado.
12/19/2022
How to become an RIA in Pennsylvania

How to become an RIA in Pennsylvania

Starting an RIA requires registering within the state where investment advisors operate. Here's what you need to know about the state of Pennsylvania.
11/08/2022
How to become an RIA in New Jersey

How to become an RIA in New Jersey

Starting an RIA requires registering within the state where investment advisors operate. Here's what you need to know about the state of New Jersey.
11/08/2022
How to become an RIA in Illinois

How to become an RIA in Illinois

Starting an RIA requires registering within the state where investment advisors operate. Here's what you need to know about the state of Illinois.
11/08/2022
How to become an RIA in Florida

How to become an RIA in Florida

Starting an RIA requires registering within the state where investment advisors operate. Here's what you need to know about the state of Florida.
11/08/2022
How to become an RIA in Massachusetts

How to become an RIA in Massachusetts

Starting an RIA requires registering within the state where investment advisors operate. Here's what you need to know about the state of Massachusetts.
11/08/2022
How to become an RIA in California

How to become an RIA in California

Starting an RIA requires registering within the state you operate. Here are the requirements for the state of California.
10/03/2022
How to become an RIA in New York

How to become an RIA in New York

Starting an RIA requires registering within the state where investment advisors operate. Here's what you need to know about the state of New York.
10/03/2022
How to become an RIA in Texas

How to become an RIA in Texas

Starting an RIA requires registering within the state where investment advisors operate. Here's what you need to know about the state of Texas.
10/03/2022