Start an RIA or Join an Existing One Comparison Chart Post author:Grier Post published:June 12, 2025 Post category:Resources Open Here This is a chart comparing some of the key categories that should be considered when making the decision to start an RIA or join and existing one. It highlights the major differences between the two options. You Might Also Like Release of Info Letter Template August 4, 2020 Protocol Spreadsheet Template August 4, 2020 Client Info Gathering Form – PDF August 4, 2020