Take Charge of Your Destiny and Launch With Confidence

Becoming an independent advisor is challenging, but you don’t have to go it alone. Check out our Breakaway Checklist today!

Advisor Walking
 Step-by-Step

A Checklist for Your Transition Journey

As a Breakaway Advisor or an independent Registered Investment Advisor (RIA), transitioning from a larger firm to independence is a significant move.

This process requires comprehensive planning and careful execution. 

In this guide, we provide a step-by-step checklist for the transition journey, from financial considerations to registration to everything else you need to get started.

Ready to Break Away?

Reach out to Orion today to learn how our solutions can smooth your transition, streamline your operations, and help you deliver superior client service.

Learn More

This website is intended for investment professionals only. It is not intended for use by private investors. Wealth management services provided by Orion Portfolio Solutions, LLC (“OPS”), a registered investment advisor. Orion OCIO services provided by TownSquare Capital, LLC (“TSC”), a registered investment advisor. OPS and TSC are affiliates and wholly owned subsidiaries of Orion Advisor Solutions, Inc.