For Independent RIAs
The partner that makes you stronger — not smaller.
FutureAdvice is the only platform purpose-built for independent RIAs who want to grow, partner, or transition without sacrificing what they've built.
Two Paths. One Platform.
Whether you're growing or transitioning — we're built for both.
Fuel your growth. Keep your firm.
We take a minority stake in your RIA — providing strategic capital, operational infrastructure, and a technology platform that eliminates the headaches holding you back. You stay in control. We make you better.
- Preserve 100% of your client relationships and culture
- Access growth capital for hiring, acquisitions, and expansion
- Plug into our technology platform on day one
- Retain majority ownership and decision-making authority
Exit on your terms. Maximize your value.
When you're ready to transition, FutureAdvice is the most sophisticated buyer in the RIA market. We understand what you've built — and we pay for it accordingly. Our process is designed to protect your clients, your team, and your legacy.
- Full-service M&A process with dedicated deal team
- Premium valuations backed by proprietary data
- Structured earnouts and equity rollovers available
- Client and staff continuity built into every deal
The RIA Landscape
The independent model is winning. We're here to make sure you win with it.
The RIA channel is the fastest-growing segment in wealth management. But most independent firms are leaving value on the table — through operational inefficiency, technology fragmentation, and a lack of strategic capital. FutureAdvice closes that gap.
$9T+
AUM managed by independent RIAs in the US
73%
of advisors cite technology as their #1 operational challenge
60%
of RIA principals have no formal succession plan
2.4x
valuation premium for RIAs with institutional infrastructure
What You Get
Everything you need. Nothing you don't.
Strategic Capital
Growth capital deployed on your timeline — for hiring, acquisitions, marketing, or infrastructure.
Technology Platform
Our proprietary platform connects your CRM, portfolio management, compliance, and billing into one seamless stack.
Operational Support
Back-office, HR, finance, and compliance infrastructure so you can focus entirely on clients.
M&A Advisory
Access to our deal pipeline for bolt-on acquisitions — with integration support built in.
Succession Clarity
A structured, documented succession plan that protects your firm's value and your clients' continuity.
Exit Optionality
When the time is right, a full-service exit process with the most sophisticated buyer in the market.
Our Process
Straightforward. Transparent. Built around you.
Initial Conversation
A confidential, no-obligation call to understand your goals, your firm, and whether FutureAdvice is the right fit.
Firm Assessment
Our team conducts a thorough review of your business — financials, technology, operations, and growth trajectory.
Proposal & Term Sheet
We present a tailored proposal — minority investment, full acquisition, or a hybrid structure — with clear, fair terms.
Diligence & Close
A streamlined diligence process designed to move quickly and close with certainty. No surprises.
Platform Integration
Our technology team integrates your operations into the FutureAdvice platform — typically within 60 days of close.
Your next chapter starts with a conversation.
We work with a select number of RIA partners each year. If you're exploring your options — whether that's a minority partner, a succession plan, or a full sale — we'd like to hear your story.