Welcome!
This week marks RIA Match’s 1st Year Anniversary since launch!!!
Thank you for being a part of our growth, our success and most importantly, our community.
Your engagement is awesome! You are making connections with potential partners and refining your list of RIAs to join!
Stats on your Matching Pool:
- 1,090 subscribers
- 25 new subcribers join each week
- 1,126 unique visitors last month
- 63% returning visitors/37% new visitors
- 4,751 IOIs (Indications of Interest) have been sent.
- 1,654 internal emails sent. You are communicating!
Tell another advisor about RIA Match!
What our subscribers are saying. . .“I have had the opportunity to speak with a number of folks on the site and I believe it is a great tool for advisors out there. Thank you guys for creating something that was so necessary! It has been a great experience." ~ Jon Dubravac, CEO of Avant-Garde Wealth Management “I want to let you know that I am benefiting from RIA Match. Within the first 2 weeks, I have already made contact with 2 RIA’s with whom I have started some dialogue. I gladly recommend your service to other RIA’s seeking to grow, sell or combine their firm with another one.” ~D. Dean McCormick III, CPA, Insight Wealth Strategies, LP “Having been a successful producing branch manager/advisor at a major wire house firm for many years and then making the leap to independence, I can say the results have been very rewarding for our clients and the practice. As we move forward, RIA Match gives us the potential to acquire, merge, or partner with other like- minded firms. This is a tremendous opportunity. RIA Match, and its cutting edge technology allows us to virtually prospect for the right situation in a very user friendly way being completely anonymous. Any firm wanting to buy or sell should be on this site!” ~Thomas A. Pacilio, Sr. Managing Director, Pacilio Wealth Management “I’ve used RIA Match for several months and am amazed by how many connections I’ve made with other RIA’s. Several are right in our backyard. We’ve already started a dialogue with a few. RIA Match has been a great experience that I would recommend to any RIA regardless of whether they’re looking to grow or exit their practice.” ~Paul Duval, President, Genesis Wealth Advisors, LLC “I wanted to tell you how much I enjoy your service. It is a great resource for advisors looking to make changes and is one of the most valuable tools that we use.” ~Eric Howie, CFP®, ChFC®, Managing Director, Beacon Pointe Wealth Advisors, LLC Thank you for your testimonials! |
Success on RIA Match is. . .
We wish you continued success,
Mary Ann Mary Ann Buchanan Founder, RIA Match PS Haven’t completed your profile yet? Your match could be waiting for you! Contact us if you have questions. |