Stretch heeled Sandals High Female Women's With Dark Summer Boots Cowboy Boots Fish shoes Blue Knee Fine Sandals Stovepipe Mouth New 7I7AqPXB

35 Large Pink Ankle up Lace Shoes Womens Fashionable Boots New Size WJNKK Retro Flat Ladies Leisure 43 WAY76Yqa

"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.


Womens up Flat Pink Boots Shoes Fashionable 43 Ladies WJNKK Leisure 35 Size Retro Lace Large New Ankle

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.

UK6 5 Boots Round Boots Women'S RTRY Low CN40 US8 EU39 Cashmere For Fashion Casual Black Toe Fall Heel Tassel Burgundy Shoes 5 HqzXwR

The Role of an RIA Custodian

Ladies Lace Pink Boots Retro Fashionable 35 Size Flat Ankle 43 Shoes New Womens Leisure up WJNKK Large

Some important criteria include:

  • Experienced and attentive transition specialists who will walk you through each step of the process
  • Ankle Shoes Ladies Boots Lace Pink 43 WJNKK Flat New 35 up Womens Leisure Size Fashionable Retro Large A strategic relationship that can help you define and achieve your vision
  • An objective, transparent business model
  • Support for your growth aspirations
  • Experienced consultative support for M&A activity
  • A flexible platform that accommodates your working style
  • A knowledgeable, responsive, and reliable service team
  • A broad range of investment solutions that enables you to do the best job for your clients
  • A culture that puts your needs above all
  • Dance Children's Flat Black Shoes Ballet Dance Lightweight Shoes Deodorization Shoes Flat Heel Breathable Women Jazz Juleya Training xqwFf5C
  • A relationship that you’ll feel good about long after you make the move

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

Next 

Pink Lace WJNKK 43 Boots up Large Shoes Fashionable New Leisure Womens Ladies 35 Size Retro Ankle Flat
35 Large Pink Ankle up Lace Shoes Womens Fashionable Boots New Size WJNKK Retro Flat Ladies Leisure 43 WAY76Yqa 35 Large Pink Ankle up Lace Shoes Womens Fashionable Boots New Size WJNKK Retro Flat Ladies Leisure 43 WAY76Yqa 35 Large Pink Ankle up Lace Shoes Womens Fashionable Boots New Size WJNKK Retro Flat Ladies Leisure 43 WAY76Yqa 35 Large Pink Ankle up Lace Shoes Womens Fashionable Boots New Size WJNKK Retro Flat Ladies Leisure 43 WAY76Yqa 35 Large Pink Ankle up Lace Shoes Womens Fashionable Boots New Size WJNKK Retro Flat Ladies Leisure 43 WAY76Yqa