EXCLUSIVE GUIDE

Should You Join the Wave of Advisors Leaving Broker-Dealers?

Are you asking yourself, "Is my broker-dealer still the right place to build the business I want for myself and my clients?"

You're not alone. This guide breaks down why the industry is shifting, what you gain by moving to an independent RIA platform, and how to make an informed decision about your future.

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Why RFG Advisory?

$7.0B

AUM (As of 10/14/25)

13%

Advisor Organic Growth Rate

39

Days to Transition 80% of Client Assets (On Average)

Discover What’s Really Driving the Move Away from IBDs

The industry is changing fast, and staying put could mean falling behind. This guide helps you evaluate what’s at stake and what’s possible when you take control of your future.

Spot the Warning Signs

Understand how consolidation, compliance, and outdated tech are limiting growth.

Unlock True Independence

Learn how independent RIA platforms deliver the freedom, tech, and flexibility to scale—without going it alone.

Protect Your Long-Term Value

Find out whether your IBD is helping you build real equity, or holding it back.

Don’t Wait for Your Broker-Dealer to Decide Your Future

The Advisors who thrive over the next decade will be those who take control today. Whether you’re simply exploring options or ready to make a move, this guide gives you the clarity you need to act with confidence.

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Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC ("RFG Advisory" or "RFG"), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities.

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