Roushan Solutions
Mission Statement
Our mission is to empower financial advisors to build thriving, independent practices by connecting them with platforms, partnerships, and opportunities that align with their long-term vision for growth, service, and ownership. We are committed to delivering transparent guidance throughout the transition process—helping advisors navigate complexity, maximize enterprise value, and create businesses that better serve their clients, their families, and their futures.
Through strategic recruiting and consultative support, we aim to elevate the standard of advisor mobility by prioritizing integrity, customization, and sustainable success in every affiliation decision
TL:DR We help financial advisors find the right home to grow their business, increase their independence, and build lasting enterprise value through transparent, strategic recruiting partnerships.
Our services
Platform & Affiliation Matchmaking (RIA vs IBD vs Hybrid)
Analyze platform fees
Evaluate tech stack, product access
Match to affiliation model:
-Independent RIA
-Corporate RIA
-Hybrid BD
-W2 channel
Transition Deal Structuring & Negotiation
We will work with you to:
-Negotiate better terms
-Evaluate transition assistance offers
-Compare forgivable vs back-end bonuses
Help structure:
-Asset hurdles
-Sunset deals
-Growth bonuses
-Revenue-based comp tiers
Transition Oversight & Coordination
Customer reviews
Daniel K.
"I honestly received the best service I could have asked for. They were super professional to deal with; they met all my needs and helped me a lot."
Ron H.
"The entire experience was so easy and friendly, and the price was very reasonable. I don't know what I would have done without them."
James F.
"I can't say enough good things about the quality of this company. Highly, highly recommend using them!"
Special features
Best Quality
We guarantee your full satisfaction
Family business
A professional, personalized experience
24/7 Support
Our phone support is always available to you