EXCLUSIVE GUIDE

Should You Join the Wave of Advisors Leaving IBDs?

(What You Need to Know Before You Make the Switch)

Independent broker-dealers once offered a clear path forward.

But today, many Advisors are navigating increasing complexity, tighter constraints, and systems that weren’t built for how modern advisory businesses operate.

Advisors managing $50M+ are increasingly choosing a different path, one built on independence, modern infrastructure, and the ability to grow real enterprise value.

 

 

 

Get the Advisor Guide

Why Top Advisors are Choosing RFG

$7.5B

Billion AUM
AUM (As of 12/31/25)

5x

Advisor Organic Growth Rate
Compared to Industry Average

39

Days or Less to Transition 

 80% of Client Assets

*Measured in Working Days

Discover What’s Really Driving the Move Away from Broker-Dealer Models

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Why More Advisors Are Reconsidering Their IBD
Unpack what’s pushing Advisors to rethink the IBD model. Learn how compliance friction, platform limits, and consolidation may be holding you back.
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What Independence Actually Looks Like Today
Learn how Advisors are moving beyond Broker-Dealer constraints. Discover platform optionality for flexibility, support, and control.
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The Hidden Cost of Staying
From time and flexibility to long-term enterprise value, understand what your current model may be costing you over time.
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Is It Time to Explore a Switch?

Whether you’re simply exploring options or ready to take the next step, a confidential conversation can help you understand what a move could look like for your business, your clients, and your future.

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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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