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      Launch your firm or transition clients with confidence
    • Grow Your RIA →
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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

    Advisor Success

    • Community →
      Gain from a network of like-minded advisors working together
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      Enjoy best-in-class software for RIA owners
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      Guide your business to sustainable success
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      Connect and level up professional and personal growth

    Case Study

    • CathyCurtis_1200x630
      Cathy Curtis grew her solo RIA to $120M AUM leveraging streamlined tech, client education, and XYPN’s supportive Network
      Read more →
  • Ways to Join

    Ways to Join

    Emerald

    • Emerald →
      Enjoy total control over your firm with support when you need it
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      One affordable subscription-based fee

    Add-ons

    • Compliance Support →
      Register your RIA and manage your program with confidence
    • Investment Management →
      Tools and support for every firm and client
    • Bookkeeping →
      Balance your books and life with this compliant solution
    • Member Tools & Kits →
      Equip your firm with the right support at the right time
    • 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

    • Case Study Brian Muller feat img
      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
      Read more →
  • Resources & Events

    Topics

    • Starting an RIA →
      Prepare and launch your independent, fee-only firm
    • Running an RIA →
      Efficiently manage your business and client experience
    • Growing an RIA →
      Add clients, employees, and capabilities effortlessly
    • Joining Our RIA →
      Discover ownership without the operational overload with XYPN Sapphire

    Resources & Events

    • Blog →
    • Guides & Courses →
    • Live & Virtual Events →
    • The Answer Hub →
    • Balanced PM Podcast →
    • Behind the Advisor Podcast →
    • XYPN LIVE →

    Featured Event

    • Build a Brand Identity That Sets You Apart
      Build a Brand Identity That Sets You Apart  →
← Back
  • Membership

      Membership

    • Use Cases
      Start an RIA →
      Launch your firm or transition clients with confidence
      Grow Your RIA →
      Increase productivity and profitability with proven practices & support solutions
      Join Our RIA →
      Benefit from an RIA affiliate model with all of the support and none of the strings
      Find an Advisor →
      Find fee-only fiduciary advice and investment management
    • Advisor Success
      Community →
      Gain from a network of like-minded advisors working together
      Technology →
      Enjoy best-in-class software for RIA owners
      Education & Resources →
      Guide your business to sustainable success
      XYPN LIVE →
      Connect and level up professional and personal growth
    • Case Study
      CathyCurtis_1200x630 Cathy Curtis grew her solo RIA to $120M AUM leveraging streamlined tech, client education, and XYPN’s supportive Network
      Read more →
  • Ways to Join

      Ways to Join

    • 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 →
      Tools and support for every firm and client
      Bookkeeping →
      Balance your books and life with this compliant solution
      Member Tools & Kits →
      Equip your firm with the right support at the right time
      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
      Case Study Brian Muller feat img 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
      Read more →
  • Resources & Events

      Resources & Events

    • Topics
      Starting an RIA →
      Prepare and launch your independent, fee-only firm
      Running an RIA →
      Efficiently manage your business and client experience
      Growing an RIA →
      Add clients, employees, and capabilities effortlessly
      Joining Our RIA →
      Discover ownership without the operational overload with XYPN Sapphire
    • Resources & Events
      Blog →
      Guides & Courses →
      Live & Virtual Events →
      The Answer Hub →
      Balanced PM Podcast →
      Behind the Advisor Podcast →
      XYPN LIVE →
    • Featured Event
      Build a Brand Identity That Sets You Apart
      Build a Brand Identity That Sets You Apart  →
  • Get in touch →
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The latest company news, press releases, and updates from XYPN.

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XYPN Makes it Possible

XYPN is the only advisor support platform that makes it possible for independent, fee-only financial planners to build the firm of their dreams with complete autonomy. We do this through ongoing advocacy and access to education and training, curated technology, compliance support, like-minded community, and back-office and client support services.
 

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