FORM YOUR RIA
FORM YOUR RIA

Start Your RIA Empowering Advisors to
Build Independent Firms We partner with financial advisors to launch, grow, and operate their own independent RIA firms.
 Shared Services
to Unlock Potential Our comprehensive shared services model delivers the critical business infrastructure your firm needs to scale confidently and grow efficiently.
Services We Provide Accelerating Growth
Through Equity We connect advisors with equity partners who share their vision—unlocking capital and strategic support to drive long-term growth. Our Growth Process

We empower advisors to drive growth on their terms

Advice & Guidance

We’re not an aggregator and we’re not here to recruit. Instead, we provide expert guidance through every step of RIA formation and transition. This is your business, and we’re here to help you build it your way.

Implementation

We provide hands-on support to establish your RIA’s legal and operational foundation. With decades of experience and a proven transition roadmap, we execute every step so you can launch smoothly and stay focused on what’s next.

Ongoing Support

Our comprehensive shared services model delivers and manages the essential business functions your firm needs so you can stay focused on clients and growth. This is your business and your brand, and we’re here to support it every step of the way.

Growth

We work closely with RIAs to drive intentional, strategic growth. By leveraging our network of aligned equity partners, we help firms access the capital needed to fund M&A opportunities, advisor succession plans, and other key initiatives.

Welcome to Ascendia Partners

We work hard to make your freedom a reality.

At Ascendia, we are a seasoned partner committed to collaborating with independent financial advisors in overcoming the most critical challenges in establishing their own RIA while seizing their greatest opportunities.

With the RIA industry consolidating and “selling out” on a grand scale, the time to become independent is more apparent than ever. Don’t simply give your hard work to another RIA.

Our success is rooted in fostering deep collaboration with elite financial advisors that have spent decades preparing their firms for this moment. We back you with decades of executive financial services experience to make your freedom a reality.

Learn About Ascendia
$ 1 +
MILLION in AUM
with ascendia
indepedence

Our Mission.

We partner with independent advisors to unlock business potential and provide the freedom to grow successful RIA firms, backed by deep operational and strategic expertise.

Our Vision.

We want to reshape the future of wealth management of by empowering advisors to build enduring, high-impact RIA firms defined by integrity, freedom, and long-term success. Through strategic guidance and partnership, we help them unlock their full potential and create lasting value for the clients and communities they serve.
Explore our expertise

Shared Services for your new RIA

We deliver world-class operational support tailored to your RIA ensuring confidence, compliance, and capacity to grow.

Compliance Services
Our compliance team manages every aspect of the RIA’s formation - working directly with state regulators and the SEC to ensure a smooth launch. From initial filings to final approvals, we lead the process end to end.
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Compliance Services
Once your firm is launched, our compliance team provides ongoing oversight, training, and monitoring to help you stay fully compliant and prepared for audits or regulatory changes.
Technology Services
Our team brings deep expertise in financial services technology -helping you stay current, secure, and efficient in a rapidly evolving landscape. Need a modern tech stack? We’ve got you covered.
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Technology Services
Our team delivers comprehensive IT and networking solutions tailored to RIAs -ensuring your systems are secure, integrated, and built to scale with your firm.
Accounting & Finance
Our finance team handles the day-to-day financial operations of your RIA -from billing and payroll to payment systems and financial reporting -so you can focus on growing your business.
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Accounting & Finance
Once your firm is launched, we provide ongoing financial oversight to give you clear visibility of profitability, cash flow, and long-term sustainability.
Intelligence & Analytics
We deliver business intelligence tools and expert analysis to keep your key performance indicators on track - giving you deep visibility into the metrics that matter most.
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Intelligence & Analytics
Our enhanced analytics reveal opportunities to improve efficiency, strengthen margins, and drive profitability - giving you the insights needed to make confident, data-backed decisions.
Human Resources
Our HR experts help structure your RIA to run like a business - from onboarding and policies to recruiting, performance reviews, and long-term team development.
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Human Resources
We ensure you have the right foundations in place- from compliance and culture to scalability and retention -to support sustainable growth.
Strategic Consulting
Ascendia’s executive leaders offer strategic insight across key business moments -from mergers and acquisitions to succession planning and beyond - helping you scale with purpose and precision.
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Strategic Consulting
With decades of strategic leadership experience, our executive team empowers you to lead transformation, accelerate growth, and make decisions with clarity and conviction.
GROWING WITH OUR CLIENTS

Custom pricing built on a long-term partnership

“Our clients’ independence is at the heart of our mission. That’s why we’re fully invested in their freedom to grow. When you combine the power of an independent RIA with our shared services platform and expert coaching, the potential becomes limitless.”

________________

Ascendia Partners

01. Transparent Pricing
Our flat-fee structure eliminates guesswork—no hidden costs, and no confusing grids. Just straightforward pricing aligned with your business needs and stage of growth.
02. Long-term Alignment
We’re in this for the long haul. Our partnership model is designed to support your firm’s profitability and sustainability - scaling at your pace, with a strong P&L at the core.
03. Strategic Partnership
We help drive growth by connecting you with aligned capital partners—unlocking investment to fund initiatives like M&A, advisor succession, and expansion.
Unleash freedom, unlock potential

Competitive Advantages with Ascendia

Client Growth

We provide the infrastructure and resources to help you scale intentionally—whether through new assets, M&A, or advisor succession.

Operational Freedom

Our shared services model handles the day-to-day, giving you time to focus on clients, strategy, and what matters most.

Industry Expertise

Led by a seasoned executive team with decades of experience in wealth management, compliance, and RIA operations.

Long Term Partnership

We grow alongside you—committed to your success, profitability, and independence for the long haul.

steps to success

How we lead you to breakout performance

We bridge the gap for independent financial advisors ready to break away and claim the freedom they’ve earned. Through thoughtful analysis, tailored strategy, and expert execution, we turn your vision into a thriving, independent RIA.

1
Analysis
We take a deep, honest look at your current business to assess the feasibility of becoming an independent RIA. From financial health to operational readiness, we identify the growth drivers that will power future value and long-term success.
2
Strategy
Based on real-world experience and proven outcomes, we build a custom strategy tailored to your long term goals. We’ll position your new RIA for competitive advantage, sustainable growth, and a strong long-term foundation.
3
Execution
We execute alongside you - collaborating with your team through our shared services model. With hands-on support, financial expertise, and a focus on profitability, we help ensure your RIA operates at the highest level from day one.
Learn About our Model