facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog external search brokercheck brokercheck Play Pause


6 Crucial Things Breakaway Advisors Need to Consider

Advisors attracted to the idea of breaking away and starting an independent RIA are often frustrated by restrictions imposed on them by their current firms. They want to serve clients in ways they think best. Powerful wealth management technology and related consulting support are making it possible for these growth-oriented advisors to strike out on their own.

Octavia Wealth Advisors Case Study

Octavia Wealth Advisors is an RIA focused on building lifelong partnerships with its clients. After 30 years in the broker-dealer space, the partners at Octavia decided to go independent. In order to accomplish this switch, they needed a powerful wealth management platform configured to their specific needs to meet their fiduciary duty to their clients.

Reporting on Private Investments

To help clients fund their retirement savings and offer investment options that are less correlated – or in some cases uncorrelated – to public markets, many advisors offer private investments to their clients. Read more.

Our 5-Year Anniversary

July has been an exciting month for our team – we celebrated 5 years of working with growth-oriented RIAs. We now serve 24 clients and have $12 billion in AUA on Envestnet’s enterprise platform.