Welcome Advisors
Your firm is your life’s work. Give it the future it deserves. Take the guesswork out of growth and succession by tapping into an exclusive network of matched advisors, emerging talent, and experienced industry partners. You stay in control: remain anonymous until the moment is right, or switch to the Enterprise tier to amplify your reach and dominate the conversation.
Connect directly with advisors to fast-track your goals. Post open roles, vet, and communicate with potential new hires. Engage with industry partners to gain M&A guidance and drive your success.
- Find your match
- Build your bench
- Maintain anonymity or
- Attract top-tier engagements with the Enterprise level
Find solutions for the succession and growth of your firm!
Who are Advisors?
Advisors are entrepreneurially leaders who earned their clients’ trust one client at a time. Some advisors have teamed up, many practice individually and all seek a path to growth and succession.
Solo
An individual advisor with or without support staff.
Complete autonomy and client ownership.
70% of solo advisors lack a formal succession plan. Join forces with established teams to gain the scale needed to stay competitive while securing a future for you and your clients.
Silo
A collection of independent advisors sharing space and affiliation.
Shared costs and a common culture.
Don't let a shared office create a false sense of security. Document your partnership or succession agreements now to turn your "silo" into a competitive buying powerhouse.
Ensemble
Multiple advisors with shared clients, staff, and operations.
Higher enterprise value and a more structured, competitive firm.
Only 20% of NextGen advisors can afford a buyout. Assess your internal scalability today and find culturally matched acquisitions to ensure the continued growth of the firm and your successful equity transition.
Market Leader
A scaled wealth management firm with C-suite leadership and established career paths.
Maximum enterprise value and institutional-grade scalability.
The top 200 firms control 66% of industry AUM. To remain a consolidator, you need an inorganic growth plan and access to capital that aligns with your culture.
Why join now?
The industry is facing a massive talent shortage, with McKinsey projecting a need for up to 80,000 new professionals over the next decade. Firms are no longer just looking for books to buy – they are looking for people who can serve clients, build trust and solve problems.
How RIA Match works?
Discover how RIA Match works in just three simple steps — and find your perfect match today.
Build your profile.
Use our guided profile cards to tell your story and describe your goals.
Find your connection.
Sort and filter your Career search list to refine your choices.
Network with messages.
Use our platform to engage and start discussions.
Scale your practice. Secure your legacy. Invest in your firm’s future.
Choose the path that fits your current scale and long-term vision. Whether you’re looking to find a successor or dominate your market, we provide the platform to explore opportunities anonymously until you’re ready to reveal your identity.
Basic
Free
- Create your profile.
- Get matched.
- Search advisor match list.
- Search for new hires.
- View Partner and Enterprise firms.
Professional
$99\monthly
- Create your profile.
- Get matched.
- Search advisor match list.
- Search for new hires.
- Communicate with matches and new hire candidates.
- Communicate with Partner and Enterprise firms.
Enterprise
$199\monthly
- Create your profile.
- Get matched.
- Search advisor match list.
- Search for new hires.
- Communicate with matches and new hire candidates.
- Communicate with Partner and Enterprise firms.
- Feature your brand
- Leverage your Dashboard and Engagement Reports
Contact us
Have questions or want to learn more about RIA Match?
Send us message. Our team is here to help. Let's move your business forward together.