Contact

Join the 100’s of advisors that reach out to Transition To RIA each year. Please click on your inquiry type below to get started.

All calls are 100% confidential.

Most Common:

Discovery Call

This call is for advisors & teams with $50M – $1B AUM.

Additional Inquiry Types:

Advisor/Team with <$50M AUM

This call is for new/growing advisors.

Advisor/Team with $1B+ AUM

This call is for advisors & teams with $1B+ in AUM.

Existing RIA

RIAs that want to benchmark their IAR advisor offering with the marketplace.

Institutional Consulting

Institutional investors researching the wealth management space.

Media Inquiry

Members of media seeking comment from founder, Brad Wales.

If your inquiry is not listed above, please feel free to contact founder, Brad Wales directly at Brad@TransitionToRIA.com or 727-504-6627. No solicitations please.