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Your Path to Independence

Start Your RIA With Confidence

Prepare, launch, and build your dream firm with an integrated, end-to-end support system proven to help you reach sustainable success 

Chad Holmes, Founder of Formula Wealth

 

Chad Holmes, CFP® | Formula Wealth |

XYPN Member since 2020
Cathy Curtis Financial Planning 3


Cathy Curtis, CFP® | Curtis Financial | 

XYPN Member since 2020
XYPN_icon_Quote
If you're an independent-minded person, it’s totally the way to go.”
Cathy Curtis, CFP®
Founder, Curtis Financial Planning

 

267

2024 RIA registrations completed by XYPN 
 
 

3X

XYPN member firms' client base growth rate (18%) over industry average (6%)
 

90k+

Households served by XYPN member firms
 
 
The XYPN Experience

Expert Guidance Way Before Day One

Planning a new firm? Learn what to expect and get expert guidance as you prepare, launch, and build your dream RIA. With XYPN you gain:

Time Savings

Enjoy expediting your firm’s launch, doing it right the first time, reducing trial and error, and prioritizing processes that create a client experience that shows ongoing value.

Confidence

Build a sustainable business with every tool needed to succeed—all centralized in one easy-to-navigate portal

Direction

Follow clear pathways created by experts and peers who’ve been there, done that successfully 

Connection

Match with peers and experts working together to achieve a higher rate of success 

Affordability

Pay cost-effective, fixed fees that allow you to start your firm on the right financial foot

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12 Steps to True Independence with XYPN

How We Did It

How Chandler Fugate-Laus Turned Burnout Into a Purpose-Driven Practice

How Chandler Fugate-Laus Turned Burnout Into a Purpose-Driven Practice

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How Ashley Foster Turned Industry Doubts Into a Successful Niche Firm

How Ashley Foster Turned Industry Doubts Into a Successful Niche Firm

Read More →
How River Nice Built a Firm for Community, Inclusivity, Intentionality

How River Nice Built a Firm for Community, Inclusivity, Intentionality

Read More →
Case Study: How Andy Panko Built a Thriving Solo Firm

How Andy Panko Built a Thriving Solo Firm

Read More →

Your dream firm starts here

Learn from those who’ve been there, done that successfully, what it takes to start an RIA.

Get the guide →
Jon Wong, Founder and Principal Financial Planner, Layari Financial


Jonathan Wong, CFP® | Layari Financial |

XYPN Member since 2022
Compliance with Confidence

Experts Every Step of the Way

From registration to ongoing compliance management, we’ve got your back

Emerald

Enjoy support from day one. Your dedicated team of RIA compliance experts provides real-time support throughout your RIA Registration process and compliance program establishment with First-Year Compliance Foundations.

Simplify your ongoing compliance management with the help of experts by your side throughout your entire firm journey.

Learn more ↗
Sapphire

With a dedicated Chief Compliance Officer in your corner, you're free from compliance burdens from the get go. As a registered Investment Advisor Representative (IAR) of our RIA, you don’t have to manage your own compliance or solve for regulatory complexities that keep you from focusing on what you love to do. 

Learn more ↗

Want to check out your state's registration requirements?

Look Up My State →
End-to-end Resources

Working together for your success

It takes a village to raise a thriving practice.

Access the most robust and comprehensive support system designed to help you build a successful independent practice.

Emerald and Sapphire Members can both launch with complete confidence knowing they have every tool, resource, and hand-holding support they need. 

Vetted Technology

Have the due diligence done for you to evaluate, curate, and package the best-in-class tools for your trade included in your monthly fee—or customize it yourself with dozens of discounted RIA software partners.

Education & Coaching

Steer your business to sustainable success with XYPN Academy, Launch Sequence program, drop-in and 1:1 coaching, virtual and on-demand training, workshops, and educational resources including CFP® Continuing Education (CE) Credit Courses.

Back-Office Support

Build practice management processes that practically manage themselves with tech setup and training, outsourced bookkeeping, compliance, and investment Emerald Support Services, or choose complete back-office support from Sapphire. 

Community

Find your fit and plug into mastermind groups, virtual and in-person meet-ups, XYPN LIVE, launch calls, forums, member-to-member directory.

Transition Support

Kick-start your tech setup with an Emerald Launch Kit to easily transition your business or enjoy seamless client data transfer and onboarding by Sapphire support specialists.

Advocacy

Feel the impact of powerful partners having your back when it comes to fighting for the fiduciary standard and regulations that allow you to serve who you want, how you want.

powerful partners

Find Your People

Connect with your peers and leverage the strongest driver of success—supporting each other.

830+

XYPN LIVE Attendees

20+

Mastermind Groups

50+

Cities with Meet-Ups

Jason-Howell


Jason Howell, CFP® | Founder, Jason Howell Company |

XYPN Member since 2017
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How Much Does it Cost to Start an RIA?

Calculate how much runway you need to plan for with this comprehensive First-Year Budget Guide and Template.

Stop dreaming and start planning →

 

Additional Resources ↘
XYPN | Compliance Pillar Page | Entrance

Guide: RIA Registration | XYPN

Creating a First Year Budget New RIA Owners Can Stick To

Creating a First Year Budget New RIA Owners Can Stick To

LP: Your Niche and Ideal Client | Course Entrance

Your Niche and Ideal Client | Free XYPN Academy Course

Ready to move from dreaming to doing?

Let's get started →