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Advisor Fit Finder

Find Your Best Affiliation Model

Rank your priorities and answer a few questions about your book, independence goals, and support needs.

Step 1 of 6 17%

Rank your priorities.

Drag these from most important to least important. Top = highest priority.

1

Transition assistance

Upfront economics and financial support during a move.

☰
2

Ongoing payout / net take-home

Long-term economics after platform costs and overhead.

☰
3

Support / ease of business

Service, infrastructure, supervision, and day-to-day simplicity.

☰
4

Ownership / enterprise value

Control, portability, succession value, and long-term monetization.

☰

Describe your book.

Revenue mix

Mostly advisory Primarily recurring advisory revenue.

Balanced mix Advisory plus meaningful brokerage/trails.

Brokerage-heavy Commissions, trades, trails, direct business, or legacy positions matter.

Planning-heavy Planning and advice drive the client relationship.

Product mix

Simple Mostly standard advisory accounts, ETFs, mutual funds, models, or SMAs.

Moderate Some brokerage, annuities, insurance, fixed income, or legacy assets.

Complex DSTs, alternatives, heavy trading, direct business, or unusual positions.

Not sure I would need a portability review.

How independent do you want to be?

Independence level

Maximum control I am comfortable owning the business, vendors, and key decisions.

Independence with infrastructure I want ownership, but still want platform support.

Independent feel, less burden I want flexibility without fully running the backend.

Employee environment Support, brand, and resources matter more than full ownership.

Business-owner responsibility

Very comfortable I can handle more autonomy and responsibility.

Moderately comfortable I want flexibility with a defined structure.

Not very comfortable I want a firm or team to handle most of it.

As little as possible I want to focus on clients, not infrastructure.

Brand and referral dependence

Brand importance

Very important Clients value a major national brand or institution.

Somewhat important Helpful, but not the main driver.

Not important Clients trust me more than the firm name.

I want my own brand My future is centered around my firm.

Referral importance

Critical I want referrals to be a major growth engine.

Helpful Nice to have, but not the main reason I would move.

Low importance I expect to drive my own growth.

Not important I do not want my model built around institutional referrals.

Support needs and transition concerns

Support model

Minimal support I am willing to build or own the infrastructure.

Platform support I want independence with real backend support.

Team / OSJ-style support I want independence with local infrastructure.

Full employee-style support I want the firm to handle most complexity.

Transition concerns

Drag these from biggest concern to lowest concern. Top = biggest concern.

1

Lower income / unexpected costs

Payout, platform fees, ticket charges, staff, tech, or transition economics.

☰
2

Client attrition

Clients not moving, confusion, paperwork friction, or disruption.

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3

Product portability

Alternatives, annuities, direct business, trails, legacy assets, or account movement.

☰
4

Compliance / supervision burden

Taking on too much responsibility, policy, supervision, or infrastructure.

☰

Final details

Approximate advisory assets under management

Approximate annual gross revenue

Optional next step

Would you like to connect with a team member at R&R Consultants?

Yes I would like someone to follow up.

No Just show my result.

Name

Phone

Current firm

Please complete the required questions on this step before continuing.

Estimated strongest fit

Independent RIA

Based on your answers, this model appears to be the strongest fit.

Confidence: Moderate

What your results suggest

Your answers were scored across independence, support, transition assistance, economics, ownership, brand, referrals, and book structure.

Your model fit ranking

Want help interpreting this?

Schedule a 20-minute fit review to compare the models that scored highest and pressure-test what would actually make sense for your practice.

This tool is for educational and directional purposes only. It does not represent a recommendation, offer, affiliation proposal, transition assistance quote, recruiting offer, legal advice, tax advice, investment advice, or due diligence conclusion.

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1) Calculator Overview

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