Indianapolis, IN (March 26, 2025) Thurston Springer, a national registered investment advisor and full-service broker-dealer serving advisors through a comprehensive wealth management platform, is proud to announce the launch of RIA Services ExchangeTM, an innovative digital marketplace offering exclusive benefits, discounts, and savings.
“At Thurston Springer, we understand the complexities of running an independent advisory practice,” said Rick Parker, CEO. “That’s why we built RIA Services Exchange — a platform shaped by our three decades of experience walking in the same shoes as the RIAs and advisors we serve.”
The Exchange offers over 100+ products and services to address the unique needs of RIAs and independent advisors, featuring exclusive discounts of 25-55%. The offerings include affordable group health insurance; risk management and compliance services (through OCCO – Outsourced Chief Compliance Officer); sales and marketing support; tax and legal services; custody and clearing solutions; and lending, M&A, and succession planning services.
“This platform provides access to best-in-class products and services that help advisors run their businesses more effectively and, most importantly, better serve their clients,” noted John Peluso, Executive Vice President at Thurston Springer. “Whatever an independent advisor needs to achieve greater success and autonomy, it’s available here.”
RIA Services Exchange is powered by Chalice ConnectTM, a leading software provider for fully integrated digital marketplaces. This partnership ensures advisors have access to a streamlined, user-friendly solution that simplifies vendor management and enhances operational efficiency.