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
Product mix

How independent do you want to be?

Independence level
Business-owner responsibility

Brand and referral dependence

Brand importance
Referral importance

Support needs and transition concerns

Support model
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.
    ☰
  • 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

Optional next step
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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