Embrace your entrepreneurial spirit and keep your advice independent. tru Independence partners with financial advisors to give you the conflict-free platform, people and support you need to thrive.
Get Ready for More
You Advise, We Optimize
tru Independence stands up for the RIA’s right to freedom and stands in the gap for financial advisors who ideally desire to lead their own firm, but want guidance, expertise, and support to confidentially optimize outcomes.
You own your clients and build your business your way with full control over your profitability.
Your potential unshackled with cutting edge advisor technology sourced, implemented and ready for work.
Your brand, story and marketing services fully compliant and ready to support your growth.
“The proactive, lets-figure-it-out, approach was a total paradigm shift for our team and now we can never go back.”
CFP®, CPWA®, Partner, Vestia
“Thanks to tru Independence, working on HR and payroll is one of the easiest parts of my job.”
Kelly V. Aimone
JD, Patron Partners
“Knowing the right things is only half the equation…being able to execute on their knowledge is the other. tru can do both.”
Partner, NBC Capital Advisors
“Like every advisory firm, this is a people business and the emotional intelligence we receive from tru mirrors the way we serve our clients.”
Partner, Catalyst Private Wealth
Who We Serve
Built to Power Independence
Gain more time for client focused work through partnering with our team. You’ll secure access to a comprehensive suite of business management solutions.
- Focus on your clients without operational distractions.
- Consistently increase your value with clients and the value of your business.
- Leave your technology and back office concerns to the experts.
- Partner with a trusted professional guide that honors your independence.
Solutions for Entrepeneurial RIA’s
You deserve a partner you can delegate your important business decisions to with confidence. Our skilled team of professionals understand RIAs to help your firm reach your full potential.
Committed to Helping You Deliver Excellence
Advisors deserve a partner to delegate technology, critical business processes, and compliances to a skilled team of professionals who understand RIA’s.
Frequently asked questions
Everything you need to know about working with tru
tru Independence is a services based platform that provides unconflicted, uncompromised advice for new and existing RIAs. tru Independence also has an RIA. Advisors seeking a corporate RIA can find a solution with tru Independence and advisors with an RIA already, can receive services with tru Independence.
Rest assured that tru is not competing with you for your clients’ AUM.
No RIA is exactly the same. We recognize that your business, client base and needs are unique. Because of this, we will create a customized plan specifically for you. Contact us to learn more.
We want to make sure that you have the best technology for your clients. We work to guide and support you from core business applications to CRM to financial planning software.
Our compliance team acts as your own, so you never have to worry about keeping up to date with changing regulations or guidelines. If you already have a compliance team, we can provide additional support, guidance and independent opinions.
From day one, you’ll be paired with a Business Transition Coach who will help you navigate every aspect of your firm. Once completely through transition, your Business Consultant will help you optimize to reach your goals. All of the tru Independence services teams are available to you for specific guidance and assistance. We serve you the way you serve your clients – with your best interest in mind.
Only if you want them. Our tenured investment team can provide you with unconflicted investment solutions.
Still have questions?
Can’t find the answer you’re looking for? Please chat to our friendly team.
Create an RIA Built for the Future
We’ve done all the heavy lifting so you don’t have to — get all the technology, support and guidance you need to launch and grow your firm faster.
Assets on Platform
Our firms manage over 9 billion in assets and grow faster than industry averages
Average Response Time
Our customers see a quick and transparent response time from our service team
Dedicated Team Members
Our team is wholly focused on your success and is now located around the United States to serve your needs
Eight Years of Independence
tru Independence is proudly independently owned and operated
Working with the Leading Custodians for Independent Advisors
Talk with tru Independence Today
Join today’s leading advisory firms who are powered by tru Independence.