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Find other financial advisors and firms to reach your succession and growth goals. Get matched and network on our self-serve platform.

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Receive expert advice and white glove service. Our consultants will crystalize your vision into a customized action plan designed to help you meet your goals.

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What Is RIA Match?

We match financial advisors and advisory firms. Choose between a low-cost or high-touch service. Network on our self-serve platform or engage a Concierge Consultant to navigate you to your succession and growth goals.

How RIA Match Works

Build Your Profile

Use our guided questionnaire to build a portrait of your firm and its goals.

Find Your Matches

Sort and filter your Match List to refine your choices.

Initiate a Dialogue

Send messages to communicate directly with your matches.

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The RIA Match Advantage

Thousands of advisors and firms come to RIA Match to search for free and pay to connect anonymously and securely.

Learn

  • Explore Industry Trends
    Read curated and organized industry articles in the Knowledge and Insight Digest.
  • Engage With Industry Leaders
    Watch our in-depth webinars to gain professional insights on valuation, growth and M&A.
  • Read Our Thought Leadership
    Gain a deeper understanding of the solutions for succession planning and growth in our blog.
  • Download White Papers and Worksheets
    Visit the RIA Match Store to access solutions shared by Subject Matter Experts.

Explore

  • Create Your Profile
    Use our easy-to-follow wizard to describe you firm and its goals.
  • Select Your Goals
    Cast your search net wide or narrow.
  • Review Your Match List
    Proprietary matching algorithms identify your best matches.
  • Sort and Filter Your Matches
    Refine your choices by distance, goals, custodian, and other criteria.
  • Find Answers in Support
    Get your platform questions answered fast with over 35 quick videos.

Act

  • Review Your Matches
    Identify their philosophy and culture fit.
  • Send Free “Indications of Interest”
    It’s like winking or poking on other social sites.
  • Send Messages to Qualified Matches
    Use our platform to network and start discussions.
  • Maintain Your Anonymity
    Identify yourself to a match in a private message if you choose.
  • Upgrade and Downgrade Monthly
    You have control and flexibility with your plan.

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