Want to Explore Our Benefits?
Contact us and choose your path.
What compelled you to become a financial advisor?
Do you have a passion for helping people make good financial decisions? Are you excited about helping them feel financially confident about their savings and how they are invested? Perhaps you find it personally rewarding to be well-aligned with your clients as a fiduciary who can give independent, objective advice.
We checked all these boxes when we started our financial advisory firm. But you can have an impact on more people and achieve your own financial goals faster without doing it all on your own. Breaking away and starting your own advisory practice doesn’t have to mean starting from scratch.
We call it independence with options. The Wealth Advisor Alliance can help you find the right path for you while keeping your options open as your journey evolves.
Affiliate as a Semi-Independent Advisor
- Affiliate as a semi-independent advisor with Forum Financial Management, an established advisory firm with $7.6 billion in AUM, which avoids the six- to 12-month delay of registering your own RIA, developing a brand strategy and independent website, and other setup costs
Become an Independent RIA
- Launch as an independent RIA with your own brand while leveraging our fully supported technology and BackOffice operations team
Become a Full Equity Partner
- As your practice grows, you can always choose a different path and may aspire to become a full equity partner in our parent company, Forum Financial Management
See the Numbers for Yourself
Try our advisor breakeven calculator to evaluate whether breaking away as an independent advisor may be right for you.
The advisor breakeven calculator is intended to serve as a basis for further discussion with the Wealth Advisor Alliance. Although great effort has been taken to provide accurate numbers and explanations, this information should not solely be relied upon for making decisions.