An RIA Platform Built for Independent Financial Advisors
The Independent RIA Platform Where Advisors Keep Ownership
Independence, with Community.
Alongside is an independent RIA platform for established advisory firms that want to keep ownership of their business and their brand. Choose from a curated set of custody and technology providers, keep the service model that works for your clients, and draw on the infrastructure, compliance support, and investment resources of a cooperative of advisors building it together.
What is Alongside?
Alongside is an SEC-registered investment adviser and RIA platform for established independent financial advisory firms. Partner firms keep ownership of their businesses and their brands while accessing shared compliance, operations, technology, investment resources, growth support, and specialized client services.
Who is Alongside for?
Alongside is built for successful independent advisors and advisory teams who have outgrown their current platform, or who want greater scale without giving up ownership or control of their business. Most of the firms we partner with came to us for the same reason: they wanted the operational burden off their plate so they could serve more clients and grow faster. They stay for the people around them — a peer group of advisors running a similar race, who share what they are learning and make each other better.
Why Firms Choose
Alongside
Most of the advisors we talk to are not unhappy with their work. They are unhappy with what it costs them to do that work inside a large, managed organization. Here is what they tell us they were missing, and what Alongside does differently.
What advisors tell us they were missing
“I built the practice, but I have no stake in the platform I am building it on.”
What Alongside does
You own your firm. There is a partner path to allow participation in the economics and long-term value of the platform itself.
- Assets Under Management
- $2B+
- Partner Firms
- 7
- Financial Advisors
- 22+
- Clients Served
- 1,750+
- States
- 50
As of September 1, 2026
Our Partner Firms
It really is a partnership in growing something beyond just my business. All the affiliated firms together, we're growing something bigger than ourselves.
Advisors featured in testimonials are affiliated with Alongside, LLC and have an ownership or other economic interest in the firm. As a result, they may benefit financially from Alongside’s growth and success. Their statements reflect their individual experiences and should be considered in light of these financial interests.
What We Offer
Operations & Infrastructure
An operating platform that delivers core RIA services in a cybersecure environment, built around your service model, so your clients experience continuity, not a transition.
Compliance & Risk Management
Proactive compliance support aligned with growth: supervision, regulatory guidance, and service expansion from a team looking for ways to say yes.
Finance, Billing & Compensation
Clear visibility into your revenue, and the flexibility to allocate it across your team however you choose.
Investment Management Access
Custodial relationships with Fidelity and Schwab, private investment solutions, integrated performance reporting, trading, and model management, SMA services, OCIO access, and specialist investment resources, available to integrate with your planning method, never required to replace it.
The Collective Network
Expand what you offer clients as an extension of your brand: tax planning, accounting coordination, estate and charitable planning, insurance, business owner solutions, alternative investments, family office services, real estate, and property & casualty.
Your Stack, Your Choice
Most platforms hand you a technology stack and ask you to work with what’s available. Alongside does the opposite. You choose the tools that fit how you actually serve clients, and we integrate and support what you choose. Our team will consult with you and make recommendations based on your needs. Example technology partners include:
Custodians
- Fidelity · Schwab
Investment & Portfolio Management
- BlackDiamond · Orion
Client Relationship Management
- Redtail · WealthBox
Frequently Asked
Questions
Alongside is an RIA platform for established independent financial advisory firms seeking greater scale, support, and capabilities while retaining ownership of their businesses.
Yes. Alongside is designed to help established advisors preserve ownership while gaining the advantages of a larger RIA platform.
Yes. Partner firms operate under their existing DBA and brand within Alongside, subject to Alongside’s compliance requirements.
Yes. Partner firms select their custodian, CRM, financial planning and research tools, and business operations software from a supported menu, rather than being placed on a single required stack.
Operational infrastructure, compliance and risk management, finance and billing, investment management access, technology, and access to specialized client services through The Collective Network.
Established, values-driven independent advisory firms that want greater scale and capabilities without giving up the independence and ownership that made them successful, typically firms considering independence or recently independent, who want the operational load off their plate.
Tell us a little about your firm using the form below, and a member of our team will follow up within two business days.
Let’s talk about what independence could look like.
No pitch and no pressure, just a conversation about your firm, what you are trying to build, and whether Alongside is the right partner for it. Tell us a little about yourself and we will follow up within two business days.