Whether you are preparing to launch or strengthening a growing firm, the decisions behind the business shape your ability to serve clients, support employees, and move forward with confidence.
LAUNCH A NEW RIA
Coordinate the decisions, systems, and partners required to launch with confidence.
GROW AN EXISTING RIA
Reduce operational friction and create capacity for continued growth.
Start Your RIA Journey
Launching your own Registered Investment Advisor (RIA) firm is an exciting step toward independence. From registration and custodian selection to compliance, technology, branding, and client communications, building a successful firm requires the right strategy and support.
Myriad Advisor Solutions simplifies your RIA transition by coordinating the critical details of your launch. With experienced guidance and comprehensive support, we help you build a strong foundation so you can focus on serving clients, growing your business, and achieving your vision.
Build your firm on the right foundation from the start. Myriad helps coordinate entity formation, registrations, legal and regulatory requirements, foundational processes, and vendor relationships so you can launch with greater clarity and confidence.
Create a secure, reliable technology environment built to support your firm from day one. Myriad coordinates infrastructure, cybersecurity, devices, connectivity, business systems, integrations, and ongoing support to keep your team efficient and your technology ready to scale.
Establish a strong compliance foundation with the policies, procedures, workflows, technology, and documentation needed to support your firm. Myriad helps streamline communications review, recordkeeping, attestations, and oversight so compliance is organized from the start.
Launch a professional brand that clearly communicates who you are and what you offer. Myriad brings your logo, website, messaging, marketing collateral, and client communications together to create a consistent presence that builds trust and recognition.
Build the people infrastructure your firm needs to operate smoothly. Myriad helps coordinate payroll, benefits, onboarding, employee documentation, hiring, and HR policies so you can support your team while keeping leadership focused on clients and growth.
Bring the right partners together without managing every relationship yourself. Myriad coordinates custodians, technology providers, software vendors, and other third parties, helping align timelines, responsibilities, integrations, and implementation so your launch stays organized and on track.
YOUR LAUNCH ROADMAP
AI and automation can be part of your firm’s foundation from day one. Myriad provides turnkey solutions that 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.
Independence should give you more freedom, not more responsibility. Whether you’re launching a new RIA or growing an established firm, Myriad Advisor Solutions gives you the confidence and peace of mind that come from having the right partner by your side.
With comprehensive solutions across technology, compliance, cybersecurity, marketing, HR, and operations, we simplify the demands of running your firm so you can focus on what matters most: serving your clients, growing your business, and enjoying the independence you’ve worked to achieve.
Everything Your RIA Needs
Technology and IT
Compliance
Cybersecurity
Marketing Services
Technology and IT
Compliance
Cybersecurity
Human Resources
Unified Communications
Operations
Automation
Marketing Services
Human Resources
Unified Communications
Website Design
Vendor Coordination
Cloud Infrastructure
Strategic Consulting
Operations
Automation
Website Design
Vendor Coordination
Cloud Infrastructure
Strategic Consulting
Answers to common questions advisors ask when planning, building, and preparing to launch an independent RIA.
Starting a registered investment advisor (RIA) firm involves more than forming a business and completing registration. You also need to plan how the firm will operate—from custody, technology, cybersecurity, compliance infrastructure, insurance, staffing, and office needs to branding, client communications, data, and ongoing support.
The most effective launches treat these as connected workstreams. A clear roadmap helps identify dependencies, sequence decisions, and make sure critical systems and resources are ready when the firm opens.
Myriad helps coordinate these operational workstreams alongside the advisor’s legal, compliance, custodial, and other professional resources.
RIA transition planning should begin well before the intended launch date. The right lead time depends on your current affiliation, contractual obligations, registration process, custodian, technology, staffing, office requirements, data needs, and the complexity of the business.
Starting early creates room to make deliberate decisions, coordinate providers, build and test systems, and prepare communications without compressing everything into the final weeks before launch.
A transition roadmap should define what needs to be decided, built, tested, approved, and activated—and who owns each step.
A new RIA needs a secure, supportable technology foundation that fits its workflows from day one. That may include devices, email and productivity tools, cloud infrastructure, networking, CRM, financial planning, portfolio and billing systems, document management, e-signature, archiving, communications, cybersecurity, backup, and recovery.
The goal is not to buy every available platform. It is to build a technology stack in which the right systems work together securely, efficiently, and with room to scale.
Myriad helps advisors design, procure, configure, integrate, and support technology environments around the way the firm intends to work.
Before launch, an RIA should have the operational systems and workflows needed to support the policies and procedures established with its qualified legal and compliance professionals. Depending on the firm, this may include recordkeeping, communications archiving and review, marketing oversight, attestations, training, documentation, supervisory workflows, and reporting.
Building these processes early helps make compliance part of day-to-day operations rather than an additional layer added after the firm opens.
Myriad supports the technology, workflows, and operational infrastructure around compliance requirements while coordinating with the firm’s legal and compliance resources.
Myriad acts as an operational transition partner, helping advisors coordinate the many workstreams required to build an independent firm.
Support can include technology and cybersecurity, compliance operations, custodian and vendor coordination, data and systems planning, branding and marketing, communications, HR, payroll and benefits coordination, automation, and broader operational planning.
The value is coordination: instead of managing every provider and implementation as a separate project, the advisor has a partner helping connect the pieces into one launch plan so more attention can stay on clients and the business being built.
READY TO BUILD YOUR INDEPENDENT RIA?
Let’s discuss your vision, timeline, and the decisions required to bring your firm to life.
YOUR FIRM HAS GROWN.
YOUR INFRASTRUCTURE SHOULD TOO.
Growth shouldn’t mean more operational headaches.
Myriad Advisor Solutions helps established RIAs simplify operations, strengthen infrastructure, and build the support systems needed to grow with confidence.
As your RIA grows, are your operations keeping pace?
CHALLENGE
Administrative complexity consumes leadership capacity.
OUR SOLUTION
Coordinated support and improved workflows.
DESIRED OUTCOME
More time for clients and growth.
CHALLENGE
Disconnected systems create friction.
OUR SOLUTION
Integrated technology, communications, and support.
DESIRED OUTCOME
A more reliable operating environment.
CHALLENGE
Oversight becomes more demanding as the firm grows.
OUR SOLUTION
Practical guidance, technology, and ongoing support.
DESIRED OUTCOME
Greater organization and confidence.
CHALLENGE
The firm needs expertise without building every function internally.
OUR SOLUTION
Access to specialized Myriad teams.
DESIRED OUTCOME
Additional capacity without unnecessary overhead.
HOW WE SUPPORT
ESTABLISHED RIAS
Keep your technology secure, reliable, and ready to grow. Myriad supports helpdesk, devices, cloud infrastructure, cybersecurity, and fintech systems while reducing downtime and operational friction.
Strengthen your firm’s security with proactive monitoring, endpoint protection, vulnerability management, access controls, and risk assessments. Myriad helps protect your data, people, clients, and reputation while supporting business continuity and compliance readiness.
Build a more efficient compliance infrastructure with streamlined workflows, centralized documentation, automation, monitoring, and supervisory processes. Myriad helps improve visibility, consistency, and audit readiness without adding unnecessary administrative burden.
Build a stronger brand and marketing presence with strategy, messaging, websites, campaigns, social media, and advisor resources. Myriad brings strategy and execution together to increase visibility, strengthen relationships, and support growth.
Build the people infrastructure needed for continued growth. Myriad supports onboarding, payroll, benefits, employee documentation, and ongoing HR needs—giving leadership more time to focus on the business and its people.
Create greater capacity for growth by optimizing workflows, automating repetitive tasks, coordinating vendors, and strengthening communications. Myriad helps reduce operational friction and bring greater structure and efficiency to how your firm works.
Myriad helps RIAs stabilize what they have, improve how it works, and create the capacity required for what comes next.
MAKE YOUR
EXISTING SYSTEMS WORK SMARTER
As your firm grows, manual processes and disconnected systems can create unnecessary work. Myriad provides turnkey AI and automation solutions that work alongside your existing technology to streamline workflows, reduce operational friction, and create a more efficient foundation for growth—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.
Independence should give you more freedom, not more responsibility. Whether you’re launching a new RIA or growing an established firm, Myriad Advisor Solutions gives you the confidence and peace of mind that come from having the right partner by your side.
With comprehensive solutions across technology, compliance, cybersecurity, marketing, HR, and operations, we simplify the demands of running your firm so you can focus on what matters most: serving your clients, growing your business, and enjoying the independence you’ve worked to achieve.
Everything Your RIA Needs
Gain the freedom to focus on your clients, grow your firm, and enjoy the independence you’ve worked to achieve, knowing Myriad is handling the complexities behind the scenes.
Technology and IT
Compliance
Cybersecurity
Marketing Services
Technology and IT
Compliance
Cybersecurity
Human Resources
Unified Communications
Operations
Automation
Marketing Services
Human Resources
Unified Communications
Website Design
Vendor Coordination
Cloud Infrastructure
Strategic Consulting
Operations
Automation
Website Design
Vendor Coordination
Cloud Infrastructure
Strategic Consulting
Practical guidance for RIAs evaluating the technology, operations, compliance infrastructure, and support needed for their next stage of growth.
Growth usually increases operational complexity before it creates obvious capacity problems. More employees, clients, locations, vendors, applications, and regulatory processes can expose weaknesses in systems that worked well when the firm was smaller.
Established RIAs should periodically evaluate whether their technology, workflows, cybersecurity, compliance operations, marketing, and people infrastructure still match the size and direction of the business.
The objective is to create an operating model that can support additional advisors, employees, clients, and capabilities without adding unnecessary friction.
Common warning signs include duplicate software, repeated manual data entry, inconsistent workflows, applications that do not integrate, recurring support issues, rising technology costs, security gaps, and employees creating workarounds for routine tasks.
As a firm grows, technology should create leverage—not more complexity. A technology assessment can help identify redundant systems, integration opportunities, security risks, automation opportunities, and platforms that no longer fit how the firm operates.
Many recurring RIA processes are candidates for automation when the steps are predictable and appropriate controls remain in place. Examples can include data movement, workflow notifications, document routing, onboarding activities, recurring compliance tasks, marketing processes, reporting, attestations, approvals, and other administrative work.
A good starting point is a high-volume process that consumes meaningful staff time and follows a repeatable sequence.
Myriad helps RIAs identify where automation and AI can reduce manual work, connect systems, and improve consistency while preserving appropriate human review.
Yes. Many RIAs scale with a combination of internal leadership and specialized outside support rather than creating a full internal department for every business function.
Outside expertise can supplement areas such as technology, cybersecurity, compliance operations, marketing, HR, communications, automation, and other operational needs. This can give the firm access to deeper capabilities while preserving flexibility as priorities change.
The right model depends on the firm’s size, internal strengths, growth plans, and which capabilities are most strategic to own directly.
READY FOR YOUR RIA’S NEXT STAGE
Let’s identify where stronger systems, technology, and operational support can help your RIA move forward.
How Myriad works with RIA owners, internal teams, and outside professionals to create a more connected operating environment.
Myriad Advisor Solutions helps independent advisors build, operate, and grow RIAs by supporting the business infrastructure behind the firm.
Capabilities include technology and IT, cybersecurity, compliance operations, marketing, human resources, unified communications, automation, transitions, vendor coordination, and strategic business support.
The difference is how those capabilities are connected: Myriad looks across systems, people, vendors, and processes so an RIA can operate with a more coordinated foundation.
Most individual vendors specialize in one function. RIAs, however, operate across interconnected functions: technology affects cybersecurity and compliance; systems affect workflows; HR affects onboarding; marketing affects communications review; and changes in one area often create work in another.
Myriad brings expertise across multiple operational disciplines and helps coordinate how those areas work together.
That can reduce the time firm leaders spend managing separate providers, troubleshooting handoffs, and determining ownership when an issue crosses systems or departments.
No. RIAs should rely on qualified legal and compliance professionals for legal advice, regulatory interpretation, registrations, and guidance specific to the firm.
Myriad supports the operational infrastructure surrounding those requirements. That can include compliance technology, workflows, archiving, monitoring, documentation, communications review processes, automation, and other systems that help firms execute established policies and procedures consistently.
Myriad can also coordinate with the firm’s legal and compliance professionals as part of a broader implementation or operating strategy.
The process starts with the business: what the firm is trying to accomplish, how it operates today, where friction exists, and what capabilities it will need next.
For a new RIA, that means identifying what must be built and coordinated before launch. For an established RIA, it means identifying where systems, processes, vendors, or internal resources may be limiting efficiency, consistency, security, or growth.
From there, Myriad can help prioritize the highest-impact needs and define the combination of services and support that fits the firm.
