An Opportunity Marketplace for Financial Advisors and Firms
An Online Marketplace for Financial Advisors
Connecting Advisors with Firms using our Advisor Match Platform, powered by AI
Fast and Easy Financial Advisor Profile Setup
It takes just 10 minutes to create a search profile. Tell us about the firm you’re looking for, and FA Match will do the rest.
High-Quality Matches With Firms
Advisor MatchTM technology searches and ranks the firms that most closely meet your criteria. Our team of experienced financial advisor consultants vet for quality control.
100% Transparent Connection Process
We’re in it for the financial advisor, period. That means no hidden fees or conflicts of interests – you’re in the driver’s seat.
How Our Financial Advisor Platform Works:
1. Create Your Profile
Tell us about your financial advising experience and what criteria are most important to your search. Size? Resources? Compensation structure? Transition support?
2. Compare Firms
Once our Advisor MatchTM technology identifies financial services firms that meet your criteria, you’ll be notified of your top quality matches via a 1-3-star ranking system.
3. Make Connections
Once (and only once) you give us explicit permission to share your information, we'll connect you with your top firms. Use the Video Connect feature to set up a video call right inside the FA Match platform.
4. Shake On It
Ready to make a decision? FA Match will assist you in negotiating a deal that's best for you and your clients, and provide resources to make the transition as smooth as possible.
"FA Match made it possible for me to speak directly to the founders/CEOs and determine if the partnership would be the right fit."
Breakaway Advisor | Florida
"I’m forever grateful to Ryan and FA Match for guiding me through the most important career decision of my life."
Breakaway Advisor | California
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Advance your Career as a Financial Advisor.
FA Match is a two-way financial advisor networking platform that is optimized for advisors to connect with RIAs, broker-dealers, OSJs, and other financial services firms. Sign up now in just 10 minutes.