What We Do

  • Match financial advisors and RIAs
  • Provide insightful resources
  • Put the power in the advisors' hands

How We’re Different

RIA Match is the only advisor matching service that is agnostic as to custodial platform or whether a deal gets done. It’s a pure approach. We created the playing field; we are not calling the plays and do not benefit from them. We put the power in the advisor’s hands. 

RIA Match's proprietary matching algorithms pair the visions and values of people and practices.  Our unique 2-way matching system ensures that not only do the profiles meet your objectives, it also makes sure your profile matches theirs.

Who We Serve 

  • Advisors seeking succession planning by adding an advisor to their firm or M&A.
  • Advisors wanting to connect with other advisors to form a contingency planning.
  • RIAs who want to grow their firms through adding new advisors.
  • Advisors interested in buying or selling their practices.
  • Breakaway brokers and wirehouse reps looking to join an existing firm.
  • Advisors in transition: those who want to enter, move within or leave the space.