For Advisors

An RIA home, with your practice at the center.

If you are an advisor looking for an RIA home, this is what would sit around your practice at Acrylic: the services the firm offers, the oversight it works under, and where client assets are held.

Talk to us about joining See the four routes

Acrylic Financial, Inc.

Your practice Financial planning, grid reference C1 Outside managers, grid reference D2 Portfolio management, grid reference D3 Held-away assets, grid reference C4 The Acrylic MAC, grid reference B3 Oversight, grid reference B2 Custodians, grid reference D5

Key

  • Provided through the firm
  • Held outside the firm
  • The firm boundary
Fig. 1 What sits around your practice at Acrylic Financial, Inc. Every site is named from the firm's Form ADV Part 2A, brochure dated March 3, 2026, except the Acrylic MAC, which is the firm's sign-in.

Key

  • Provided through the firm
  • Held outside the firm
  • The firm boundary

Index to the map

Every site in alphabetical order, with its grid reference and where it is written down.

Custodians, grid reference D5

Client accounts are held at a custodian the firm has approved, outside the firm. Acrylic does not take physical custody of client assets. The brochure dated March 3, 2026 lists Charles Schwab & Co., Inc., Interactive Brokers LLC and Mid Atlantic Clearing & Settlement Corporation. Acrylic is independently owned and operated and not affiliated with Charles Schwab & Co., Inc. Advisor Services. Item 12 explains the limits and the conflict of directing accounts to these custodians.

Form ADV Part 2A, Items 12, 14A and 15. Read the filing

Financial planning, grid reference C1

Planning offered through the firm: investment, retirement, tax, insurance, education, and debt and credit planning.

Form ADV Part 2A, Item 4B. Read the filing

Held-away assets, grid reference C4

Ongoing advice on assets the firm does not hold or trade, such as an employer retirement plan.

Form ADV Part 2A, Item 4B, assets under advisement. Read the filing

Outside managers, grid reference D2

Where it fits a client, the firm may place some or all of their assets with a third-party investment adviser, after due diligence, and keeps watching that manager. The client then generally pays both fees.

Form ADV Part 2A, Items 4B and 5A. Read the filing

Oversight, grid reference B2

Advisory work through Acrylic is held to a fiduciary standard, under the firm's code of ethics and its chief compliance officer. Some Acrylic advisors are also registered representatives of Brooklight Place Securities, Inc., an affiliate, or licensed insurance agents, and may earn commissions in those roles. Form CRS and Form ADV Part 2A explain how.

Form ADV Part 2A, Items 4A, 5E, 10A and 11. Read the filing

Portfolio management, grid reference D3

Ongoing management to each client's investment policy statement: strategy, allocation, selection and regular monitoring, with or without discretion.

Form ADV Part 2A, Items 4B and 16. Read the filing

The Acrylic MAC, grid reference B3

The firm's sign-in for advisors, with your tools in one place.

The firm's platform, not an advisory service. See the platform

Your practice, grid reference C3

Your book, your clients and the way you work. The map is drawn around it.

The center of the map. How a move works

Four routes from here

Each locator shows the part of the map a route is about.

  1. Join Acrylic

    For advisors thinking about an RIA home: how a move works, step by step, and who you talk to at each one.

  2. Sub-advisory

    For advisors who run their own RIA: Compliance Services, Technology, Billing & Administration, and Customer Service Support.

  3. The platform

    The Acrylic MAC: one sign-in for the tools your practice uses.

  4. Consulting

    A second set of eyes on how your practice runs and grows.

Speak with Neil, Brandon or Louis.

They can walk you through what being set up with Acrylic involves, and what would change for your practice.

Talk to us about joining Read Form ADV

Advisory services through Acrylic Financial, Inc., an SEC-registered investment adviser, CRD 288263. Registration does not imply a certain level of skill or training.