You’re at a turning point in your career. Considering or planning to break away from your wirehouse or IBD. You probably have questions. And maybe even a few concerns.
But Orion Advisor can help.
Introducing the Breakaway Resource center: A complete knowledge bank for advisors looking to make the next move in their career. Here you’ll find insight and advice from others who have found a proven process for building their business from the ground up.
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Jumpstart Your Journey to Independence
And Take Your Next Steps With Confidence
Breaking Away Together
Hosted by “the reformed broker”, Josh Brown, an Orion-exclusive video series featuring successful breakaway advisors with advice on overcoming the hurdles to reap the rewards of independence.
Going Independent to Focus on Clients / 11:54
Pleasant Street Wealth Advisors, co-founded by Taylor Nissi and his father, focuses on using technology and listening to clients to meet their changing needs.
The Launch of Magnus Financial Group / 16:41
At Magnus Financial Group, clients can expect to create a integrated and holistic financial plan with an emphasis on tax sensitivity.
How FinTech Is Leveling the Playing Field for Independent Advisors / 18:53
Jordan Collins and Brady Ririe, the Managing Partners and Co-Founders of Divergent Wealth, started their own RIA to change the way that people engage with advisors.
Taking the Leap of Faith to Become Independent / 11:23
Mike Fauser, the Owner and Principal Advisor with the Fauser Group, is passionate about financial planning for each client.
What it Really Looks Like to Go Independent / 25:41
Breaking away and starting an independent RIA can sometimes be demanding, but the right technology can make a big difference.
Case Studies, eBooks and blogs with actionable insights, best practices, and other tips to help you on your journey to break away.
Want to Learn More?
For your reading pleasure, we’ve scoured the web and compiled these helpful articles on topics important to advisors making a move.
- First quarter was a seller’s market for RIAs
- Making the Break:
Successful breakaway RIA firms reveal the catalysts behind their shift to independence
- Schwab’s warning for breakaways
- Comp changes, breakaway brokers: What recruiters expect next
- Video: What this breakaway advisor learned by going indie
- Podcast: Breakaway advisor movement gains steam
- Kitces: How to pick an RIA custodian
Take Control of Your Future with FA Match
Breaking away can open up a world of new opportunities, including joining an existing RIA. Take control of your professional future with FA Match, a digital career management platform that is completely discreet, easy to use, and entirely focused on you, the advisor.
Making your next career move is as easy as 4 simple steps. Click here to find out how easy it is.
Not ready to move just yet? No problem. FA Match isn’t a solicitation service and won’t ever disclose your information to third parties, so you can be sure your information is secure until you decide to initiate a conversation.
There are over 12,600 registered investment advisors1 who have successfully gone before you—
and partners like Orion can provide the support you need to scale your business so you, too, can stand on your own two feet.