Navigate one of the biggest moves of your career with support from our transition consultants. You’ll have access to a detailed playbook, legal referrals, communications support and consultation throughout the process.
Knowing where to start can be the most overwhelming part.
These are common misconceptions in the financial industry that have held back advisors from leaving their broker-dealer behind and launching an RIA.
An offer to join a new firm can come in forms you might not be expecting. Learn how to use these offers to your benefit and avoid disappointing surprises.
Get a better idea of what it will take to ensure you have everything in line to launch your own RIA.
Find the right-fit firm for you and your clients by completing due diligence, asking the right questions, negotiating the most advantageous terms for your pay-out and ensuring a smooth transition—all at no cost to you!*
We have relationships with dozens of firms across the country. As your transition partner we’ll work with you to narrow down what may be a good fit for you.
Independent RIA is seeking experienced financial advisor to join the practice and collaborate with members across the team.
Independent RIA is seeking a like-minded, experienced financial advisor to move their clients and provide logistical support for firm's core clients.
Independent firm is seeking a competent, experienced financial advisor to move their clients and take on a portion of the firm’s existing client base.
Ready to move on from your broker-dealer but not sure where to start or what you’re allowed to do in your current situation? We’ve transitioned hundreds of advisors to new broker-dealers, so we know it’s a stressful decision that you want to make carefully and with discretion. We can help—oh, and you won’t pay us a dime!*
Want to start reviewing what other firms out there may have to offer you? We have relationships across the industry for you to start researching - just a few of these are listed below.
Vantage Impact looks in detail at Burney Advisor Services, how they differentiate themselves, and what types of advisors would be a good fit.
Vantage Impact looks in detail at B. Riley Financial, how they differentiate themselves, and what types of advisors would be a good fit.
Vantage Impact looks in detail at Mariner Platform Solutions, how they differentiate themselves, and what types of advisors would be a good fit.
It might be time to start learning about other opportunities at broker-dealers or RIAs that better support your business. We can be your trusted advocate through this process—all at no cost to you.
You read that right, leveraging the Vantage Impact team costs YOU nothing—once you join, your new firm will pay us a percentage of your verified trailing 12 or assets under management.
“When I found Vantage Impact, I realized that I really didn't know that much about other opportunities across the industry. Their team put a process in place for me to help me find the next move in my career. Crazy enough, I didn't have to pay anything out of pocket for their support."
-Former Edward Jones Advisor
If making a change feels unattainable, let’s figure out what’s stopping you. It can be easy to find yourself in the “Transition Trap.” You’ve built a strong, successful book of business over the years, but you feel frustrated with your current firm. You’ve thought about leaving, but the time has never felt right—something has always gotten in your way of learning more or gathering all the information you need to make a move forward.
After helping 1,500+ financial advisors leave their firms and transition their practice over the years, we understand the complexities around this decision, how to overcome the obstacles holding you back, and the importance of getting it right. We start by helping you learn what else is out there and what you really want for the future of your business.
Bottom line: we’ll help you find a way out of the Transition Trap.
Are you feeling frustrated about your current situation, overwhelmed by all the variables, or simply curious about what else is out there?
We start by defining the challenges and vision for your practice. Then we confidentially connect you with other firms in the industry and work with you to review your best options.