RIA Circle™ Launches, Providing a Membership Environment to Share Best Practices Across the Wealth Management Ecosystem

RIA Circle™, a wealth management peer-to-peer community designed to facilitate best practices among a diverse group of financial advisors, has launched today, creating a secure and confidential environment to facilitate advisor growth. Led by longtime financial services executive Carolyn Armitage, RIA Circle™ is a member-based organization that brings together registered investment advisors, hybrids, and investment advisor representatives to share ideas and best practices through monthly Peer Roundtable Meetings. Financial advisors who apply to and are accepted in RIA Circle™ will be placed in tailored groups based on their needs and experience. Each group will be led by a facilitator known as a Captain, who will lead the discussions each month with the agendas and support materials created by Armitage due to her extensive consulting and industry expertise. In addition to the monthly collaboration, members also have access to the full community through the Advisor Directory and connection opportunities including a bulletin board, discussion feeds, and direct messaging, as well as curated content on industry and economic news and trends. Lastly, there are 20 Strategic Collaborators who will be offering their wisdom with the RIA Circle™ community via workshops hosted throughout each month, as a value-added benefit. So far, advisors representing $64.7 billion in assets under management have been accepted into RIA Circle™, who utilize 10 different custodians and 10 independent broker-dealers.