RIA Formation
For those advisors who are looking to operate under an RIA model, FirstPoint Partners can work with you to help form your new RIA firm. Whether forming an RIA or moving assets into an existing RIA, we help establish the best process for clients based on their specific situation. Our team assists in answering any questions in order to do things right the first time and helps determine your timeline and course of action. We also understand the compliance process and partner you with the appropriate legal and industry contacts to help you address and institute the appropriate procedures.