RIA Match

03/24/2026

A new RIA Match My Story is live.

After 13+ years in hospitality and a background in accounting, this career changer is bringing a client-first mindset into wealth management. Currently pursuing Series 65 & AAMS, they’re seeking a strong mentor and open to servicing or sales roles with growth potential.

Know a firm that values work ethic and client experience? Let’s connect.

07/29/2025

ICYMI: Read our latest article on 'Before You Buy or Sell, Build: Why Organic Growth Is the Prerequisite to Inorganic Success for RIAs'

Read latest financial advisor news from RIA Match. New articles focused on the latest RIA industry trends, outlook, and news. Your source for independent RIA content.

07/02/2025

Did you know that for a limited time RIAMatch is free? Yes, FREE! So, whether you already have an account or are new to RIAMatch, take advantage of this offer today https://www.riamatch.com/

04/22/2025

🚨 New Faces. Fresh Opportunities.
The latest RIA Match Monthly New Subscriber Update is live!
Whether you're looking to buy, sell, merge, or join an RIA firm, now’s the time to check out the newest profiles added to the platform.
🔗 Read the update and see who’s new in the match pool 👉 https://lnkd.in/eMcNesSv

04/10/2025

Our latest My Story is from a Portland OR Early Ensemble Firm with 20+ year experience in the ERISA space. View their profile and send a message. https://www.riamatch.com/Profile/729133https://www.riamatch.com/Profile/729133

03/19/2025

RIA Match’s My Story lets you showcase your unique path, goals, and vision to potential partners. Share your journey and attract the right connections. Profiles with a My Story create better subscriber engagement.

For financial advisors: succession planning, growth solutions. Search for free, pay to connect: anonymously, securely! Buy, sell, merge, join; be matched!

03/03/2025

🚀 Expand Your Network with New Advisors on RIA Match!

Fresh opportunities are waiting! We’re excited to introduce advisors who have recently joined RIA Match—ready to connect, collaborate, and grow.

🔹 View their full profiles

🔹 Send direct messages

🔹 Start conversations that could shape your future

Log in now and take the next step in your growth or succession planning.

👉 Discover New Advisors https://www.riamatch.com/Article/Blog/Discover_New_Advisors_on_RIA_Match_March_Update

P.S. Haven’t completed your profile yet? Do it today and make sure you’re in the matching pool!

02/20/2025

Take advantage of the wealth of information in the Knowledge and Insight Digest. Read curated and organized industry articles

Take advantage of the wealth of information in the Knowledge and Insight Digest at RIA Match. Curated and organized industry resources for financial planners and independent advisors.

02/06/2025

Discover New Advisors on RIA Match - Feb Update

We’re excited to share a list of advisors who have recently joined RIA Match! These new profiles represent fresh opportunities to collaborate, build relationships, and achieve your business goals.

Take a moment to log into your account to:

👉 View their full profiles.

👉 Send them a message directly through the platform.

👉 Start conversations that could lead to your next big step in growth or succession planning.

Don’t miss out—connecting with like-minded advisors has never been easier.

P.S. Haven’t completed your own profile yet? Complete it today to ensure you’re visible to others in the matching pool.

https://www.riamatch.com/

09/09/2024

Get in the Game – Q2 Update: During our software upgrade period, we have experienced a 300% increase in subscribers and 46% increase in read messages. Upgrade with no credit card required. Find other financial advisors and firms to reach your succession and growth goals. Get matched and network on our self-serve platform. https://www.riamatch.com

07/29/2024

RIAMatch software upgrade is underway! During the upgrade, all subscribers have full access for free! Upgrade with no credit card required. https://www.riamatch.com

03/15/2024

At RIA Match, we understand the challenges and complexities you face in today's competitive M&A landscape. That's why we've created a platform for you to reach your succession and growth goals.

Create your profile on RIA Match and gain access to thousands of advisors and a host of valuable benefits. Best of all, getting matches on RIA Match is completely free and it takes less than 30 minutes to get started.

Don't miss out on this opportunity to take your practice to the next level. Join the growing advisor community of Registered Investment Advisors on RIA Match and unlock new possibilities for your success. https://www.riamatch.com/Plans_and_Pricing