The RIA Match Platform offers low cost self-service solutions for succession planning and growth. The 3 monthly plans are the free Basic Plan, the Personal Plan ($29.95) and the Premium Plan ($49.95). Learn more at  Plans and Pricing.

RIA Match Concierge Consulting offers a suite of services for advisors and firm principals considering their potential succession plan glide path. Our services range from a white glove end to end consultation engagement to a limited consulting review.

Contact us to determine what service is best for you.

We wish you continued success,