For independent broker-dealer advisors
You built the book. Are you getting paid like it?
Most broker-dealer advisors are leaving money on the table: in payout, in fees they never negotiated, and in transition capital they never asked for. See what yours could look like in two minutes.
Free2 minutesConfidential
This is a free estimate tool for advisors at independent broker-dealers. You get a headline transition-assistance number right away; add your contact details to unlock the full breakdown and book a confidential call.
“Most advisors have no idea what their book is worth to another firm.”
You're doing the work. Someone else is setting the terms.
We hear the same things from broker-dealer advisors again and again. If you're nodding along, you're not alone, and you have options.
- Your payout grid hasn't moved in years.Your production went up. Your share didn't.
- Fees keep showing up that you never agreed to.Platform, ticket, tech and E&O charges quietly eat into what you take home.
- Your BD got bought, and the service left with the old owners.New logo, new policies, longer hold times. Same advisor doing the work.
- Your annuity book pays you once, then nothing.Commissions you earned years ago aren't building recurring revenue today.
- You've thought about leaving, but you don't know what you'd actually get.So you stay, because guessing feels riskier than staying.
Every year you wait is another year at your old payout.
Firms compete for advisors like you with transition capital and better terms. Most advisors never find out what they'd be offered, because no one shows them the math.
Run my numbersWe're on your side of the table.
We work with a network of independent firms, RIAs and hybrid platforms. Our job is to find the one that fits your book, your clients and how you want to run your practice.
We're not recruiters for a single broker-dealer. If staying put is the right call for you, we'll tell you that too.
Independent BD
More payout, with a familiar structure for your commission business.
RIA
Fee-based, fiduciary, full ownership of the client relationship.
Hybrid
Keep a BD for commission business while running advisory through an RIA.
Same book. Different deal.
| Topic | Where you are now | Going independent |
|---|---|---|
| Payout | Set by your BD's grid | Negotiated, often higher |
| Fees you pay | Added by the BD | Clear, and part of the deal |
| Transition capital | None to stay | Often offered to move |
| Annuities | One-time commissions | Can convert to recurring advisory fees |
| Who decides | Home office | You |
Two minutes. No login.
Enter your assets and payout. See your transition assistance range and payout gap instantly.
See the full breakdown.
Transition assistance, annuity conversion and your payout next to 90%, all on one screen.
One confidential call.
We review your real book and tell you which firms make sense, if any. No obligation.
(04) Your estimate
Find out what you're leaving on the table.
Round numbers are fine. Your headline estimate appears instantly. Add your details to unlock the full breakdown.
- Transition assistance range Instant
- Annuity conversion headline Instant
- Payout vs. 90% Instant
- Full breakdown Unlocked
- Confidential call Optional
Estimates only, based on your inputs and standard assumptions. Not an offer or a guarantee of terms.
What advisors ask us first.
Is this an offer?
No. Every figure is an estimate based on your inputs and standard assumptions. Actual terms depend on a full review of your book.
Where does 90% come from?
It is an illustrative payout assumption used for this estimate, not an offer. Your actual payout depends on the firm you choose and the final agreement.
Who do you work with?
A network of independent broker-dealers, RIAs and hybrid platforms. We look for the fit for your book; we don't push one firm.
What is transition assistance?
Upfront capital paid to help you move your practice, typically structured as a forgivable note. Amounts and terms vary by firm and by book.
Why convert annuities to advisory?
Advisory annuities let you bill your advisory fee on those assets, which adds recurring fee revenue and advisory AUM instead of one-time commissions. Conversions are not right for every client and must be suitable for each one.
Does converting make my practice worth more?
Not necessarily. Your blended revenue multiple can rise, but total practice value can move either way depending on the mix of assets. We show the multiple, not a valuation.
Who sees my information?
Only our team and, with your permission, the firm you choose to talk to. See our privacy policy.
Find out what you're worth before you decide to stay.
All figures are hypothetical estimates generated from the information you enter and general assumptions. They are not an offer, commitment, or guarantee of transition assistance, payout, compensation, practice value, or any other terms. Actual terms depend on a full review of your practice and are subject to the receiving firm's approval. Annuity conversion figures are illustrative; any change to a client's annuity must be in that client's best interest. Comparisons describe typical arrangements in general terms, not any specific firm. This site does not provide investment, tax, or legal advice.