EXCLUSIVE GUIDE

Beyond the Payout: The Real Differences Between Broker-Dealers and RIAs

This guide explores the differences between Independent Broker-Dealers (IBDs) and Registered Investment Advisors (RIAs) — and helps you determine which model truly aligns with your goals, clients, and vision for the future.

Pull back the curtain on what really drives Advisor success: true equity in your business, control over how you serve clients, and the infrastructure to scale without friction.

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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)

A Playbook for Advisors Who Want to Build Enterprise Value

Comparing payout percentages misses the bigger picture. This guide breaks down what’s beneath the surface so you can make the right call for your future.

Look Past the Grid

Understand why payout isn’t the real measure of profitability or freedom.

Uncover True Ownership

Learn how independent RIA platforms provide growth opportunity and true autonomy without all the red tape.

Build Lasting Enterprise Value

Discover how every client relationship and decision can add to your long-term equity.

Ready to Take Control of Your Growth?

If you’re questioning whether your broker-dealer is still helping you move forward, this is your moment to find out. Get the guide now to gain the clarity and confidence to make strategic decisions that protect your freedom and maximize long-term value.

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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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