Scale Your Practice Without Sacrificing Your Independence
Join RichMark and gain institutional investment management, aligned economics, and infrastructure designed to help independent fiduciary advisors grow.
You’ve Built Something Valuable. Now You’re Carrying the Entire Burden.
As an independent fiduciary advisor, you’ve already made the difficult decision to build your own practice. You control your client relationships. You operate as a true fiduciary. You’ve created something meaningful.
But independence also comes with responsibility. Portfolio construction, investment research, operational management, and infrastructure demands consume time and energy that could otherwise be spent serving clients and growing your practice.
Many advisors reach a point where growth slows—not because of lack of opportunity, but because of limited capacity.
RichMark exists to remove those constraints.
A Platform Designed to Help Independent Advisors Scale
RichMark partners with independent fiduciary advisors to provide the institutional capabilities, investment management, and infrastructure needed to support scalable growth—while preserving the independence you’ve worked hard to build.
Institutional Investment Management
Leverage professionally constructed portfolios and strategies designed to support long-term outcomes and scalable growth.
Preserve Your Independence
Maintain full control of your client relationships and how you operate your practice. RichMark supports your growth—we do not control your business.
Superior Economics
Benefit from an above-average payout grid designed to improve long-term earning potential and align incentives.
Remove Operational Constraints
Reduce time and complexity associated with portfolio management and infrastructure so you can focus on client relationships and growth.
This Partnership Is Ideal for Advisors Who:
- Manage approximately $5M to $50M AUM and control client relationships
- Operate as independent fiduciary advisors or small RIAs
- Want to scale more efficiently without sacrificing autonomy
- Value integrity, partnership, and long-term growth