Let's become partners.

Partner with us to maximize your industry service firm’s reach to a captive audience and streamline your lead generation through our Partner tier. Whether prospects click through to your website or reach out via our messaging system, we make the path from "reader" to "client" seamless.

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Willis Consulting, Inc.

https://willis-consulting.com
Industry Consultants

For over 26 years, Willis Consulting has served as a trusted executive search partner for growing financial firms nationwide. Led by Wall Street veteran Bill Willis and firm President Patrick Kelly, our boutique practice connects organizations with premier industry professionals across the wirehouse, hybrid, and RIA channels.

WMMcGuire Marketing

https://wmmcguire.com/
Marketing

Bill McGuire is principal of WMMcGuire Marketing, a strategic marketing partner for founder led RIAs and service providers who want senior level thinking without an agency. Message us for a complimentary website marketing audit.

Who are partners?

Wealth management’s service providers power our industry, provide crucial solutions, and dedicate their efforts to enhance the advisor’s services, fund their growth and enable their successions.

Why join now?

$12 trillion in assets is changing hands as a third of all advisors’ head toward retirement. Position your brand at the center of this inflection point and connect with advisors at the exact moment they need you.

Scale your reach. Fill your funnel. Own the moment.

Step-by-step process

How it works?

Discover how RIA Match works in just three simple steps - and fill your pipeline today.

Step 1

Build your profile.

Use our guided profile cards to tell your firm’s story and describe your value prop.

Step 1
Step 2

Find your connection.

Sort and filter your Engagement reports to prioritize outreach.

Step 2
Step 3

Network with messages.

Use our platform to engage and start discussions.

Step 3

Pricing

Join our community where premier service providers don’t just advertise — they integrate into the advisor’s world, becoming the essential foundation for the next generation of wealth management.

Please contact us for pricing.

Contact us

Have questions or want to learn more about RIA Match?

Send us a message. Our team is here to help. Let's move your business forward together.