2026 Firm Launch AMA: Your Guide to Starting an RIA

Thinking about launching your firm in 2026, but not sure what you don’t know yet?
You’re not alone. Starting an RIA is exciting… but it’s also a maze of decisions most advisors only make once. Let’s make those choices clearer and less overwhelming.

You’ll walk away with:

• A realistic picture of what your first 90–180 days should look like

• The compliance + registration steps first-time founders overlook

• How to build workflows that won’t break the moment you get busy

• Pricing considerations that actually fit your niche + business model

• Common “wish I’d known this sooner” insights straight from XYPN experts

• Live answers to your actual questions (bring them all)

Whether you’re officially committing to a 2026 launch or still exploring the idea, you’ll leave with direction, confidence, and a clear roadmap.