Building a complete independent RIA is more than a transition; it’s the foundation of your firm’s future. Whether you’re exploring independence, preparing for launch, or looking to strengthen an established practice, Myriad Advisor Solutions provides turnkey solutions for the strategy, technology, operations, marketing, compliance, and ongoing support to help you build a firm that’s designed to grow.
From your first conversation through every stage of your firm’s evolution, Myriad delivers the expertise, systems, and dedicated partnership you need to move forward with confidence.
Start Your RIA Journey
Making the move to independence is exciting-but it also comes with hundreds of decisions. From selecting custodians and registering your firm to building technology, compliance, operations, branding, and client communications, every step matters.
Myriad serves as your transition partner, helping coordinate every phase of your launch so you can focus on building the firm you’ve envisioned.
WHAT WE
HELP YOU BUILD
Create the legal and operational structure for your new firm.
Build a secure technology environment that supports advisors and staff from day one.
Develop registration documentation, policies, procedures, and supervisory workflows.
Launch your identity, website, messaging, and client communications.
Implement payroll, benefits, employee documentation, and hiring support.
Coordinate custodians, software providers, and third-party partners.
YOUR LAUNCH ROADMAP
AI and automation can be part of your firm’s foundation from day one. Myriad’s turnkey solutions help you identify opportunities to streamline processes, connect your technology, and build a more efficient operating model, so you can spend less time piecing systems together and more time building your firm.
Automate repetitive workflows to reduce manual work from the start.
Connect your technology so systems and processes work together.
Build scalable processes that can grow alongside your firm.
Put Al to work where it can improve productivity and client service.
Myriad provides turnkey solutions designed to give advisors the support and infrastructure needed for complete independence. From technology, compliance, and cybersecurity to marketing, HR, communications, and operations, our experienced team helps coordinate the moving pieces of your transition so you can build your firm without building every function from scratch.
With the right systems and support in place, you gain the freedom of full independence without the burden of managing it all yourself.
Everything Your RIA Needs
Technology and IT
Compliance
Cybersecurity
Marketing Services
Human Resources
Unified Communications
Operations
Automation
Website Design
Vendor Coordination
Cloud Infrastructure
Strategic Consulting
Let’s discuss your goals and create a launch plan designed around your vision.
Talk With An RIA Growth Specialist
YOUR FIRM HAS GROWN.
YOUR INFRASTRUCTURE SHOULD TOO.
As your RIA grows, technology, compliance, operations, marketing, and internal processes become more complex.
Instead of adding more vendors and disconnected systems, Myriad provides turnkey solutions that help create an integrated operational foundation that scales with your business.
HOW WE SUPPORT
ESTABLISHED RIAS
Helpdesk, devices, cloud infrastructure, and fintech support.
Protect your business through layered security and risk management.
Automation, oversight, workflows, documentation, and monitoring.
Brand development, websites, campaigns, social media, and advisor marketing.
Recruiting, onboarding, payroll, benefits, and employee resources.
Workflow optimization, automation, vendor management, and unified communications.
MAKE YOUR
EXISTING SYSTEMS WORK SMARTER
As your firm grows, manual processes and disconnected systems can create unnecessary work. Myriad’s turnkey AI and automation solutions work alongside your existing technology to streamline workflows, reduce operational friction, and create a more efficient foundation for growth; all without requiring you to figure it all out on your own.
Identify operational friction and opportunities to streamline workflows.
Automate repetitive tasks, so your team can focus on higher-value work.
Connect existing systems to create a more seamless technology environment.
Use Al strategically to improve efficiency, productivity, and service.
BUILT FOR COMPLETE INDEPENDENCE
Independence doesn’t mean doing everything on your own. Myriad provides turnkey solutions across technology, compliance, HR, marketing, cybersecurity, and operations. We give your firm the infrastructure and support needed to operate independently without the complexity of managing it all yourself.
With a fully integrated approach, you have the resources, expertise, and systems to build a stronger firm, reduce operational headaches, and spend more time focused on your clients and your growth.
Everything Your RIA Needs
Technology and IT
Compliance
Cybersecurity
Marketing Services
Human Resources
Unified Communications
Operations
Automation
Website Design
Vendor Coordination
Cloud Infrastructure
Strategic Consulting
Let’s identify where stronger systems, technology, and operational support can help your RIA move forward.
