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We help financial advisors bring their vision of independence to life. Hear more about going independent directly from one of our clients: their catalyst for seeking independence, the exploration process, and how Fidelity consultants and their support at every step helped make for a successful move.
We will help you find your preferred option for independence-from the first day you envision breaking away, and every day after. Get started with our guide on how to chart your own path.
Access a range of specialized services, available through Fidelity's trusted network of independent advisors.
Fidelity ® Wealth Services provides non-discretionary financial planning and discretionary investment management through one or more Personalized Portfolios accounts for a fee. Advisory services offered by Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser.
Fidelity Go ®, Fidelity ® Wealth Services, Fidelity Managed FidFolios ® and Fidelity ® Strategic Disciplines are advisory services offered by Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser, for a fee.
RIA. A Registered Investment Adviser may be a person or company that manages investment portfolios and that may offer some financial planning services. As the name implies, they must register with the US Securities and Exchange Commission (SEC) or state agencies, and they have a fiduciary duty to their clients. CFA®.
Thinking about becoming a registered independent advisor? Use our quick and easy RIA Valuation Tool to get a read on how much you could potentially earn. Plus, get a glimpse at your 10-year growth potential—all for free.
Connect with a Fidelity advisor to build a personalized financial plan and achieve your investment goals.
To help advisors navigate the decision-making process and learn about the associated benefits, as well as address concerns of moving to an independent model, Fidelity created an Independence Hub, a central location for insights, tools, and practical steps to support advisors on their path to independence, including actionable guides for each ...
Powering the growth of RIAs. Discover why Fidelity's industry-leading insights, innovative technology, and award-winning solutions have made us the custodial choice for independent registered investment advisors (RIAs) seeking long-term value. Contact Us.