Membership
Use Cases

Start an RIA →
Launch your firm or transition clients with confidence

Grow Your RIA →
Increase productivity and profitability with proven practices & support solutions

Join Our RIA →
Benefit from an RIA affiliate model with all of the support and none of the strings

Find an Advisor →
Find fee-only fiduciary advice and investment management

Advisor Success

Community →
Gain from a network of like-minded advisors working together

Technology →
Enjoy best-in-class software for RIA owners

Education & Resources →
Guide your business to sustainable success

XYPN LIVE →
Connect and level up professional and personal growth

Case Study

Cathy Curtis grew her solo RIA to $120M AUM leveraging streamlined tech, client education, and XYPN’s supportive Network
Read more →
Ways to Join
Ways to Join

Emerald Enjoy total control over your firm with support when you need it

Sapphire Gain the advantages of a fully integrated, turnkey corporate RIA affiliate model

Emerald

Emerald →
Enjoy total control over your firm with support when you need it

Pricing →
One affordable subscription-based fee

Add-ons

Compliance Support →
Register your RIA and manage your program with confidence

Investment Management →
Tools and support for every firm and client

Bookkeeping →
Balance your books and life with this compliant solution

Member Tools & Kits →
Equip your firm with the right support at the right time

Add-On Pricing →
Support you need at a price you can afford

Sapphire

Sapphire →
Gain the advantages of a fully integrated, turnkey corporate RIA affiliate model

Pricing →
One monthly fee plus revenue percentage

Case Study

Brian became a Sapphire member to get the key compliance and operational support he needed, making it a breeze to transition over 50 clients while keeping his brand and independence intact
Read more →
Resources & Events
Topics

Starting an RIA →
Prepare and launch your independent, fee-only firm

Running an RIA →
Efficiently manage your business and client experience

Growing an RIA →
Add clients, employees, and capabilities effortlessly

Joining Our RIA →
Discover ownership without the operational overload with XYPN Sapphire

Resources & Events

Blog →

Guides & Courses →

Live & Virtual Events →

The Answer Hub →

Balanced PM Podcast →

Behind the Advisor Podcast →

XYPN LIVE →

Featured Event

Meet the 2026 XYPN AdviceTech Competition Finalists →

← Back

Membership
Ways to Join
Resources & Events

Get in touch →

Advisor Blog

/ Compliance

Recent stories

Compliance

The Future of Advisory Tech

Compliance

Beyond Your Personal Network: How to Build a Referral System That Grows With Your Firm

XYPN Makes it Possible

XYPN is the only turnkey advice and planning platform that makes it possible for fee-for-service financial advisors to build the independent firm of their dreams with complete autonomy. We do this through ongoing advocacy and access to education and training, curated technology, compliance support, community, and back-office and client support services.

Get in touch →

Read our Twitter feed

Compliance
Bookkeeping
Investment Management
Operations

Blog
Podcasts
Webinar & Virtual Events

XYPN LIVE
Industry Events
Webinars & Virtual Events
Industry Experts

Team
Careers
Partners
Contact us

Copyright © 2026 XYPN

Terms
Privacy
Sitemap