RIA Case Studies & Client Success Stories — Fusion Financial Partners

$5B+

Assets Transitioned

Case Study · Breakaway Advisors

Record-Setting Enterprise Wirehouse Breakaway: Transitioning Over $5 Billion in Client Assets

When one of the country's highest-performing advisory teams decided to leave a global wirehouse, the challenge wasn't simply moving assets — it was recreating an institutional-level client experience from day one. Within five weeks, the team successfully transitioned the overwhelming majority of client assets, setting a record for realized AUM during the transition.

$12B

AUM at 12 Months

Case Study · Enterprise Consulting

Building Thrivent Advisor Network: Creating a National RIA Platform from the Ground Up

Fusion Financial Partners partnered with Thrivent Advisor Network leadership to help design and build the platform's strategic foundation during its formative years. Within twelve months of launch, the platform reached approximately $12 billion in assets under management and was recognized as Wealth Management Innovator of the Year.

$2B

AUM at Launch

Case Study · Family Office Independence

Building an Independent Family Office: Separating from a National Multi-Family Office

A team separating from an established national multi-family office needed institutional-quality operating design, disciplined confidentiality, and a clear transition roadmap — all while remaining focused on serving clients. Fusion helped define the capabilities the new firm would need, sequence the build, and prepare the organization for launch.

$1.8B

AUM at Launch

Case Study · RIA Carve-Out

RIA Carve-Out: Launching an Independent Firm in 60 Days

When a $1.8 billion advisory team concluded that a separately owned firm could better reflect their clients, culture, and long-term objectives, they had 60 days to make it happen. Fusion managed the full operating build — coordinating legal, custodial, compliance, and operational readiness — while the team remained focused on clients.

Enterprise

Strategic Engagement

Case Study · Enterprise Strategy

IBD Strategic Transformation: Redefining the RIA Partnership Model

A large national broker-dealer engaged Fusion to help reframe its strategic relationship with affiliated independent RIAs — shifting from transactional provider to strategic partner through enhanced private-wealth capabilities, growth support, succession planning, and capital solutions.