Find RIAs and advisors.
A database built by you. The self populated RIA Match database contains advisors and RIAs who are interested in connecting and communicating with each other anonymously and securely.
Search for free, pay to connect. Enter your profile and get matched for free. View your matches' limited Basic Profiles that includes the advisor's general location, AUM and goals. Join to view the in-depth Enhanced Profile and contact your matches via our internal email system.
Your anonymity is protected at all times. You are the one who reveals your identity through RIA Match's internal e-mail system when and if you are ready.
Leverage efficient tools to ensure a successful match.
Manage your Match List. You receive new match alerts via email. Come to your Match List to view a thumbnail sketch of the matching profile, the match quality rating and status updates. Take your next steps from here to view the matching profiles.
Monitor your Dashboard. Track collected intelligence at a glance. Capture new matches and messages; manage your profile; read new articles and view new products that match your goals.
Gain knowledge and insight. Take action.
Tackle information overload. Industry information is organized by your goals in the Knowledge and Insight Digest. RIA Match features an Ask the Expert section and regular webinars with industry experts to help advisors acheive their goals.
Explore the RIA Match Store for actionable products and services to build a stronger practice and ensure your successful search becomes a lasting partnership.
