Secure Independent RIA Growth and Succession

Helping Independent RIAs Secure Their Future and Grow Their Business

Thayer Partners provides independent RIAs with comprehensive continuity planning, succession strategies, compliance support, and collaboration opportunities through our Wealth Manager Council.

Choose from three partnership tiers designed to meet your specific needs—whether you're securing business continuity, accessing back office support, or building long-term equity value without giving up control of your practice.

Comprehensive Solutions That Support Your Independence

Thayer Partners provides independent RIAs with the resources they need to thrive without giving up control. From estate and tax planning to investment management and financial planning, we deliver integrated solutions that enhance your client offerings while maintaining your autonomy.

Flexible Partnership Tiers That Grow With Your Practice

Your RIA is unique, and your partnership should be too. Start with essential continuity planning, scale up to access growth resources and back-office support, or advance to equity partnership with full platform benefits. Upgrade or adjust your tier as your business evolves—no forced sales, no loss of control, just the right level of support when you need it.

Helping Independent RIAs Secure Their Future and Grow Their Business

Comprehensive Solutions That Support Your Independence

Flexible Partnership Tiers That Grow With Your Practice

Protect Your Firm's Value