Membership
Everything that makes independence work — without going it alone.
The Ritz Stevens network gives ambitious advisors the marketing, guidance, community, and succession access to build a firm that lasts — at a fraction of what the alternatives cost.
Going independent shouldn’t mean building every system, finding every client, and solving every problem by yourself. Membership in the Ritz Stevens network gives you the infrastructure of an established firm and the counsel of advisors who have already done it — while you keep your book, your brand, and your independence.
What’s Included
One membership. The whole platform.
Every advisor in the network gets the same backing from day one.
Marketing That Fills Your Calendar
Campaigns, content, and positioning built specifically for advisory firms — so you spend your time advising, not prospecting.
Consulting & Coaching
Direct access to people who have built, scaled, and transitioned real advisory practices — plus one-on-one coaching that turns their playbook into your action plan.
Technology & Compliance Guidance
We don’t sell you software — we help you choose it. Straight guidance on the right CRM, planning tools, and compliance providers for your firm, so your tech stack fits how you actually work.
Business & Operational Support
Practice management, workflow, and back-office guidance so the day-to-day runs without swallowing your week.
A Real Peer Community
A network of advisors who share what actually works — tactics, referrals, and honest counsel from people in the same seat.
First Look at Succession
Members are first in line when a retiring advisor’s practice becomes available — ownership opportunities most advisors never hear about.
AI Coaching
Put AI to work in your practice.
The advisors who win the next decade will be the ones who used AI well. We coach members on adopting it the right way — client communication, marketing, research, and back-office efficiency — so you capture the upside without the hype or the risk.
Who It’s For
Built for advisors at a turning point
New & Rising Advisors
Driven and dedicated, but tired of building alone. Step into structure, mentorship, and a path to ownership without starting from zero.
Advisors Leaving Their Firm
Ready to trade a broker-dealer or a boss for real independence — with the infrastructure to make the move without losing momentum.
Successors & Owners
Whether you’re stepping into a practice or preparing to hand one off, the network supports both sides of the transition.
How We’re Different
Not a rollup. Not a directory. A partner.
01
You keep ownership
We don’t buy your firm or take a percentage of your revenue. You keep your book, your brand, and your independence — we supply the infrastructure behind it.
02
Succession is built in
Most networks help you grow and stop there. We connect the advisors growing today with the practices changing hands tomorrow — the pipeline others can’t offer.
03
A fraction of the cost
One flat monthly membership — no revenue share, no percentage of your life’s work. See exactly what it costs on our pricing page.
04
We stay for the long haul
Our involvement doesn’t end at onboarding or a closing. We stay engaged as your firm grows into its next chapter.
Start Here
Talk to us first
No pressure and no cost — just a conversation about where you are and where you want to take your practice. Tell us a little about yourself and we’ll be in touch within one business day.
Good to Know
Membership questions
Do I have to be selling or buying a firm to join?
No. Succession is how many advisors find us, but membership is open to any advisor who wants the marketing, consulting, coaching, and community the network provides — whether a transition is years away or not on your radar at all.
Do I keep ownership of my practice?
Yes. Ritz Stevens does not purchase your firm or take a percentage of your revenue. You keep your clients, your brand, and full control of your business.
What does membership cost?
Successor and network membership is a flat monthly fee — a fraction of what comparable support costs elsewhere, with no revenue share. Full details are on our pricing page.
I’m at a broker-dealer. Can you help me go independent?
Yes. Many of our members are making the move to the RIA model. The network is built to give you the infrastructure and guidance to transition without losing momentum.
Do you provide the technology and compliance software?
Not directly — and neither do the big networks. What we do is help you choose. We consult on which CRM, financial-planning, and compliance providers fit your firm, so you build the right tech stack without the trial and error, and you keep your own vendor relationships.
Do you help advisors use AI?
Yes — it’s one of the fastest-growing parts of what we do. We coach members on where AI actually helps a practice (marketing, meeting prep, research, client communication, and back-office workflow) and how to adopt it responsibly, so you get the efficiency without putting client trust or compliance at risk.
How do I get started?
Book a consultation using the form above, or start your application. We’ll learn about your goals and map out whether the network is the right fit.
Ready to stop going it alone?
Join a network built to make independent advisors stronger.
Ritz Stevens 