Should you consider joining a “roll-up” firm?

But what exactly are they rolling up?

All of your practice?

Some of your practice?

Do they take operational control of your practice?

Is this a succession play?

As I frequently lament about the term “hybrid” as well, the term “roll-up” is often used to describe different types of RIA firms, providing very different solutions for advisors.

In this episode (#130) of the Transition To RIA question & answer series I explain several different ways “roll-up” firms are structured and when it might appeal to you.

Come take a listen!

P.S. Prefer video? You can find this entire series in video format on Youtube. Search for the TRANSITION TO RIA channel.

Show notes: https://TransitionToRIA.com/what-is-an-ria-roll-up-firm/

About Host: Brad Wales is the founder of Transition To RIA, where he helps financial advisors understand everything there is to know about WHY and HOW to transition their practice to the Registered Investment Advisor (RIA) model. Brad has 20+ years of industry experience, including direct RIA related roles in Compliance, Finance and Business Development. He has an MBA and has held the 4, 7, 24, 63 & 65 licenses. The Transition To RIA website (TransitionToRIA.com) has a large catalog of free videos, articles, whitepapers, as well as other resources to help advisors understand the RIA model and how it would apply to their unique circumstances.