Current research estimates that independent RIAs and dually registered firms
manage 23% of assets, an impressive market share for independently based
firms. In fact, this number is expected to rise to almost 28% by 2018. To put it
simply: there hasn’t been a better time to get into the RIA business.
However, creating an RIA is no small undertaking and requires intricate thought
and planning. This is why we here at Bridge decided to create The Complete
Checklist to Starting Your RIA.
This comprehensive checklist goes over everything you need to do
to get your RIA off the ground. Download the checklist.