RIA Match provides 2 types of service and levels within each type so you can make the best choice for your needs.

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. Visit RIA Match Concierge Consulting and contact us to determine what service is best for you.

We wish you continued success,

Mary Ann

Mary Ann Buchanan,  Founder