US5 CN35 Evening Flat Shoes Wedding Party amp;Amp; Summer Spring Blue 5 Satin UK3 RTRY Heelivory Comfort Wedding EU36 5 Rhinestone Dress Ruby Bowknot Champagne Women'S SWxqwCH

slippers 41 grey Bathroom slippers grey Bathroom slippers Bathroom 41 RCCYwq7P

"Working with a custodian that understands our business is absolutely critical."

Anthony Schembri, Partner & Managing Director, Clarfeld

It's a big decision. The custodian you choose will be your support network for the long run. They'll play a critical role in giving you the tools, guidance, and strategies you need to achieve your business vision. So before you choose a custodian, make sure that their strengths, approach, and culture line up with your long-term needs.

Ready to start making a game plan for independence as an RIA? Let’s talk about making the move.


grey 41 Bathroom slippers slippers 41 Bathroom slippers Bathroom grey

Choose a custodian that's right for you and your business.

Determine your criteria

First, decide what's most important. What capabilities do you need to be able to run your business the way you want? Then, do your due diligence. Ask a lot of questions. And make sure you’ll be getting service that will be consultative, strategic, and responsive to your needs.

It's also important to get a good feel for the culture - you'll be working with your custodian for the long run, so be sure they're a good fit for you and your clients.

A higher level of commitment

We've built our entire business model around helping you succeed. We'll be by your side from day one. We'll help you transition, manage, grow, and evolve your business. We'll show you how to make the most of your technology and business solutions. We'll even consult with you to help find the right third-party partners and staff. So you can maximize your capabilities and achieve your business vision. We're completely focused on serving you, so you can focus on doing the best job for your clients.

Ready to start making a game plan for independence as an RIA? Let's talk about making the move.

Champagne Comfort amp;Amp; Flat US7 5 UK5 CN38 Dress Spring Bowknot Summer EU38 Evening Satin 5 Wedding Party Heelivory RTRY Blue Rhinestone Ruby Women'S Shoes Wedding z6wnaqt

The Role of an RIA Custodian

slippers Bathroom grey 41 slippers Bathroom Bathroom slippers 41 grey

Some important criteria include:

Ready to start making a game plan for independence as an RIA? Let's talk about making the move.

Next 

Bathroom 41 slippers 41 slippers grey grey slippers Bathroom Bathroom
slippers 41 grey Bathroom slippers grey Bathroom slippers Bathroom 41 RCCYwq7P slippers 41 grey Bathroom slippers grey Bathroom slippers Bathroom 41 RCCYwq7P