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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

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 scale 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

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

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The Answer Hub →

Balanced PM Podcast →

Behind the Advisor Podcast →

XYPN LIVE →

Featured Event

Advisor Workflows and Best Practices with Altruist →

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Network News / Technology

Recent Posts

Technology

XYPN Expands Member Benefits Through New Partnership with CurrentClient

AUGUST 20, 2026

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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