RIA Match Subscriber Infographic - July 2019

Mary Ann Buchanan, July 2019

Summary: Annually we report on our subscriber data to provide insights to advisors as they refine their firm’s succession and strategic growth plans. This aggregated subscriber data offers insight into the trends and goals of over 5,100 advisors. Download our latest RIA Match Infographic where we provide a snapshot view of the subscriber’s participation, trends, and goals. We hope you find useful.

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.