Hybrid BD/RIA

What is a Hybrid BD/RIA?

Because it is registered as both a RIA and a broker-dealer, a Hybrid BD/RIA allows you to operate both a fee-based and commission-based practice.


Benefits of choosing a Hybrid BD/RIA

  • A Hybrid BD/RIA is the perfect solution for advisors that want the flexibility of an RIA, while maintaining their book of commission business.
  • This client-centric solution allows you to choose approaches that are right for each client.
  • Hybrid Advisors have access to a broader array of investment solutions than fee-only practices.
  • A Hybrid BD/RIA allows you to include low correlated Alternative Investments. When combined with more traditional asset classes, these Alternative Investments can enhance overall returns while lowering portfolio volatility.
  • If you have your own RIA, you can keep it. If you would like to establish your brand inside our corporate RIA to leverage our resources — such as letting us handle ongoing support, E&O insurance, technology integration, and more — we will seamlessly tailor that solution to your practice.
Wherever you are on your path to independence, our platform was built from the ground up with YOU in mind.

Learn how our Hybrid BD/RIA solution can put you back at the center of your client relationships.
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