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RIA Model

True Independence. True Partnership. True Client Focus.

For many advisors, transitioning to an RIA model means more than a new business structure—it’s a chance to build a practice that truly aligns with their vision and values. When you operate as an RIA, you gain:

Greater independence and control over how you serve clients
Fiduciary alignment that resonates with discerning clients and builds deeper trust
Flexibility in how you structure your fees and services
A boutique feel that can set you apart and elevate the client experience

At Exemplar, we make the RIA transition smoother—providing operational support, technology resources, and a community of like-minded advisors so you can focus on what matters most: growing your business and serving your clients.

Find Your Path Today

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Why Schwab

A Trusted Partner for Your RIA Practice

When you choose the RIA route with Exemplar, Schwab becomes your custodian - providing the resources, technology, and trusted name that align with your commitment to client care and long-term success.

Here’s why advisors trust Schwab:

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Unmatched Stability & Trust: As a leading custodian, Schwab offers a legacy of financial stability and reliability that gives you and your clients confidence.

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Advanced Technology & Tools: Schwab’s platform provides intuitive technology and powerful reporting to support your daily operations and client communications.

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Advisor-Centric Service: Dedicated teams focused on advisor support, so you’re never alone when you need help.

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Client-First Approach: Schwab’s focus on transparency and client advocacy mirrors your fiduciary commitment as an RIA.

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A True Partnership: Schwab’s resources integrate seamlessly with Exemplar’s solutions - creating a powerful partnership that helps you grow, serve, and succeed.

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Crystal Lake

413 East Terra Cotta Ave
Crystal Lake, IL 60014

Total Clarity

525 Tyler Road, Suite T
St. Charles, IL 60174

Privacy Policy Disclaimer. Exemplar Financial Network 413 E. Terra Cotta Avenue (Route 176) Crystal Lake, IL 60014. Phone: 815.459.4550

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