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RIA Resource Center

Financial advisors who have chosen the registered investment advisor (RIA) path value independence and growth. We help them thrive.

About the RIA Resource Center

Welcome to the RIA Resource Center! Here, we provide valuable insights and resources for registered investment advisors (RIAs) looking to thrive and grow their practice. Discover expert tips on how to navigate the industry, learn from real-life RIA success stories, and gain valuable insights from surveys of RIAs.

Whether you're a seasoned RIA or just starting out, our comprehensive collection of resources will empower you to achieve your goals and excel in the world of independent financial advising. Explore the RIA Resource Center today and unlock the keys to success in your RIA journey.

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RIA Thrival Guide

With an entrepreneurial spirit and the grit to withstand the challenges of a startup business, the most successful independent firms have found ways not only to survive, but also to thrive. Get practical tips and workbooks to help you grow at scale.

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Small Firms on the Rise


in acquirable assets are managed by RIAs.1


Was the average decline in AUM for the largest RIA firms.1


Was the average growth rate in the smallest RIA firms.1

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Independence in Practice

Hear from leading RIAs who have leveraged The American College of Financial Services’ specialized education to achieve lasting success.

Hear Their Stories
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We have an obligation to [our clients] to make certain that we're giving them the very best product at the lowest cost that's going to get them the results that they deserve in their lives.

Cary Stamp

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The American College expands my opportunities through specialization, specifically the Retirement Income Certified Professional® designation, which allows us to help our clients in the retirement phase of their lives and assist them with a successful retirement.

Jack Schanne

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[Cary] stresses how important it is to get professional education, to develop the knowledge that you really need to best do what we do, which is serve the clients and try to be the best fiduciaries we can for those clients.

Austin Kuyrkendall


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How RIAs Clear a Path to Profitability

Against an industry backdrop that favors large firms, RIAs must focus on maximizing profit and growth to stay competitive. The solution: specialization through education. Our RIA Profitability Plan gives you a blueprint to: 1. respond to diverse client demands and help grow per-client revenue, 2. evaluate business structure and advisor recruitment, and 3. identify specialty programs to deepen your professional expertise and client relationships.

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Related Insights


1 Investment Adviser Association and National Regulatory Services. Investment Adviser Industry Snapshot 2023.