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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.

Create Your Free Profile

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.

Learn More

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.

CREATE YOUR FREE PROFILE TODAY!

Looking for more personalized service? Try Concierge Consulting

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