The Gateway to Institutional OCIO Solutions for Elite RIAs

Deliver More Than Portfolios. Deliver a Family Office Experience.

RIA Access gives elite RIAs access to OCIO investment platforms, estate and tax planning infrastructure, and institutional compliance support—capabilities long reserved for endowments and multi-family offices.

  • Align client portfolios with a structured, endowment-style investment framework.
    From quant-driven modeling to tactical rebalancing and manager due diligence, RIA Access connects your firm to sophisticated OCIO solutions that prioritize risk-adjusted growth and long-term resilience.

  • Bring clarity and structure to generational wealth conversations.
    OCIO planning infrastructure helps RIAs coordinate with the Family Office division of the OCIO to deliver white-labeled estate strategies, advanced trust structures, and tax-aware investment coordination—all under your advisory umbrella.

  • Navigate complex family office-level planning with regulatory confidence.
    Your firm’s internal compliance team gains access to a Tier-1 law firm & compliance framework built to support HNW & UHNW engagements—from marketing oversight to documentation alignment.

  • Delight and retain your top clients with planning depth that matches their complexity.
    From first impression to multi-generational planning, you’ll deliver a family-office-caliber experience while staying independent, fee-based, and structurally lean.

Meet Our Founder

Andrew Morris
Founder

Andrew Morris

Founder, RIA Access

Andrew Morris isn’t just building a platform—he’s carrying forward a legacy. As the founder of RIA Access, Andrew brings a rare blend of institutional fluency and entrepreneurial discipline to the independent advisory world. His mission: equip RIAs with direct access to OCIO, tax, and estate planning infrastructure once reserved for elite endowments and multi-family offices.

His roots in the industry run deep. Andrew’s late father, a pioneer in the alternative investment space, spent over three decades guiding capital through private markets and non-traditional structures. Andrew lost him at 23—but the foundation he left behind continues to fuel the work.

What sets Andrew apart isn’t just vision—it’s execution. After years of watching independent RIAs struggle to bridge the gap between fee-based advisory and institutional-grade planning, he built RIA Access to change the equation. No roll-up model. No fluff. Just access to the best—on your terms.

Stand Out Without Selling Out

RIA Access was built for independent advisors who want more for their clients—without sacrificing control.
We provide informational access to OCIO, tax, estate, and compliance solutions historically reserved for elite family offices and university endowments. Whether you're solving for succession, expanding your HNW & UHNW offerings, or just tired of fee-only commoditization—we help you scale without selling.

Let’s connect and explore how institutional-grade planning infrastructure can support your growth—on your terms.