Breakaway Advisor Solutions is a specialized consulting and service firm dedicated to empowering financial advisors who are leaving large wirehouses or broker-dealers to establish their own independent practices. The company provides a full suite of services covering the entire lifecycle of an RIA firm, including business entity formation, compliance and registration, technology infrastructure setup, marketing and branding, and ongoing operational support. Their mission is to simplify the complex process of going independent, allowing advisors to focus on serving their clients and building their business.

Founded in

United States