The Breakaway Advisor Movement is Booming

The landscape of financial advice is shifting dramatically. As the wealth management world evolves, more financial advisors are ditching traditional broker-dealers and wirehouses to become fully independent. In 2025, this trend shows no signs of slowing — in fact, it's accelerating. With better technology, client demand for transparency, and regulatory clarity, the appeal of independence has never been stronger.

Why Advisors Are Breaking Away in Record Numbers

Going independent isn’t just about freedom it’s about opportunity. Advisors are now able to own their book, build personal brands, earn a greater share of revenue, and design the client experience they’ve always wanted to deliver. At the same time, platforms like MktProFin make it easier than ever to find legal counsel, marketing help, custodial relationships, and compliance support and all in one place. This “support stack” gives advisors the confidence they need to make the leap.

The Pros and Cons of Going Independent

Pros

Full ownership of your client relationships

Higher payout and revenue retention

Brand and business autonomy

Flexibility with tech stack and service model

Cons

Must handle your own compliance or hire consultants

Need to budget for technology and infrastructure

Client transition risk if not handled properly

MktProFin helps mitigate these risks by offering vetted professionals in compliance, branding, IT, and 

business development.

The Year of the Independent Advisor

To helps mitigate these risks by offering vetted professionals in compliance, branding, IT, and business. This year, data from industry sources shows a record-breaking surge in RIAs, breakaway brokers, and hybrid advisors entering the market as independents. With rising discontent at legacy firms and a new generation of tech-savvy advisors coming of age, independence isn’t a trend  it’s the future's development.

                      Frequently Asked Questions (FAQ)

Q: Do I need to start an RIA to go independent?
A: Not necessarily. You can join an existing RIA or affiliate with a hybrid firm depending on your goals and licensing.

Q: What’s the biggest mistake breakaway advisors make?
A: Underestimating the time and support needed to set up operations, especially compliance and tech infrastructure.

Q: Can MktProFin help with my transition?
A: Absolutely. MktProFin connects financial professionals with top-tier vendors, consultants, and services to make going independent seamless.