Join an RIA That Helps You Grow —
Independence Without Going Alone
Build your business your way with OneSeven’s transition, compliance, and back-office support —
so you can focus on clients, not admin.
Why Advisors Choose OneSeven
At OneSeven, we’re redefining what independence means for financial advisors.
We combine the flexibility of running your own practice with the full support of an established RIA — so you never have to choose between freedom and stability.
Advisors who join OneSeven gain access to a team, tools, and technology that make independence simple, scalable, and sustainable.
The OneSeven Transition Process
Seamless Transition Support
Our dedicated transition team guides you through every step — from transferring client accounts to setting up your new systems.
Back Office & Compliance Support
We handle the paperwork, licensing, and day-to-day admin so you can focus on clients.
Growth & Marketing Tools
Access digital marketing, business coaching, and AUM growth strategies designed for independent advisors.
Community & Collaboration
Be part of a network of like-minded advisors who share ideas, experiences, and resources for success.
A Seamless Transition to Independence
Transitioning to independence is a big decision — but it doesn’t have to be a stressful one.
At OneSeven, we make it simple. Our dedicated transition team handles the details so you can focus on your clients, not compliance paperwork or tech setup.
From planning your move to launching your new brand, we help you build a thriving independent practice — with the support and confidence you deserve.
Plan Your Transition
We start with a personalized roadmap — covering your business structure, licensing, client communications, and key milestones. You’ll know exactly what to expect before anything moves.
Move with Confidence
Our operations and compliance specialists help transfer your accounts, coordinate custodian onboarding, and configure your tech stack — so nothing slips through the cracks.
Thrive as an Independent Advisor
Once your practice is live, we stay by your side with marketing, growth, and technology support to help you scale efficiently and deliver even more value to your clients.
Keep More of What You Earn
At OneSeven, independence doesn’t mean starting from scratch — it means finally keeping more of what you work so hard to earn.
We offer competitive payouts, transparent pricing, and full access to the growth tools that help you expand your business faster.
From AUM growth coaching to marketing automation and business development support, everything we do is designed to help you scale smarter, not harder.
Independence Without Going Alone
Going independent doesn’t have to mean going it alone.
When you join OneSeven, you gain more than a platform — you gain a team that genuinely wants to see you succeed.
We believe in true partnership: you own your business, your brand, and your client relationships, while we provide the back-office, compliance, and growth resources that help your practice thrive.
It’s the best of both worlds — full control of your business with the confidence of having experts behind you every step of the way.
Built for Growth-Minded Advisors
At OneSeven, we don’t just help advisors go independent — we help them grow once they do.
Our platform integrates the tools, technology, and training that empower you to scale efficiently while maintaining complete ownership of your business.
From financial planning software to compliance support and client acquisition systems, everything you need to thrive as an independent advisor is already in place.
Work with leading solutions like Orion, Envestnet, and Tamarac — all streamlined through our platform for effortless portfolio and client management.
Our in-house specialists manage registrations, audits, and reporting — giving you time back for client work.
Access done-for-you marketing templates, digital campaigns, and business coaching to attract ideal clients and increase AUM.
Join a supportive community of high-performing advisors who share best practices and growth strategies.
You’ve built a great career — now it’s time to build it on your own terms.
At OneSeven, we make independence simple, supported, and sustainable.
Whether you’re ready to make the move now or just exploring your options, our transition team will walk you through what’s possible — with full confidentiality.
