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Start an RIA →
Launch your firm or transition clients with confidence

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Increase productivity and profitability with proven practices & support solutions

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Benefit from an RIA affiliate model with all of the support and none of the strings

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Find fee-only fiduciary advice and investment management

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Gain from a network of like-minded advisors working together

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Guide your business to sustainable success

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Connect and level up professional and personal growth

Case Studies

Andy Panko went from careers in banking, insurance, and brokerage to running a high-efficiency practice
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Cathy Curtis grew her solo RIA to $120M AUM leveraging streamlined tech, client education, and XYPN’s supportive Network
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Ways to Join
Ways to Join

Emerald Enjoy total control over your firm with support when you need it

Sapphire Gain the advantages of a fully integrated, turnkey corporate RIA affiliate model

Emerald

Emerald →
Enjoy total control over your firm with support when you need it

Pricing →
One affordable subscription-based fee

Add-ons

Compliance Support →
Register your RIA and manage your program with confidence

Investment Management →
Enjoy asset management that manages itself

Bookkeeping →
Balance your books and life with this compliant solution

Tool Kits →
Accelerate success with these bundled options

Add-On Pricing →
Support you need at a price you can afford

Sapphire

Sapphire →
Gain the advantages of a fully integrated, turnkey corporate RIA affiliate model

Pricing →
One monthly fee plus revenue percentage

Case Study

Brian became a Sapphire member to get the key compliance and operational support he needed, making it a breeze to transition over 50 clients while keeping his brand and independence intact
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Topics

Starting an RIA →
Prepare and launch your independent, fee-only firm

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Efficiently manage your business and client experience

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Scaling an RIA →
Increase productivity and profitability with current resources

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Your Year-End Tax Planning Playbook →

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XYPN Blog

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Compliance

Compliance Considerations: 5 Things to Know About Books and Records

Compliance Considerations: 5 Things to Know About Books and Records

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