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Advisor Agent

Advance Your Financial Advisor Career With a Dedicated Agent

For advisors and teams with $100M in AUM or $1M in revenue. FA Match’s team of experienced, well-networked financial advisor agents will represent you out on the field. Let’s find the right firm and negotiate the best deal so that everybody wins – most importantly, your clients.

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What is Advisor Agent ?

Every great talent needs an agent. Advisors who enlist FA Match’s Advisor Agent™ service are paired with a financial advisor agent to help them at every step of their move – from searching for the right firm to negotiating the best deal and transitioning clients.

In addition to leveraging the Advisor MatchTM platform, our experienced agents have deep relationships at firms nationwide, including custody platforms, banks, broker-dealers, RIA’s and OSJ’s.

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"Ryan Shanks is an exceptional recruiter who in my opinion is at the top of his field. He was by my side as we walked through the long process of making a major career shift. He provided full end-to-end support in the search process, including initial screening, interview prep, offer negotiation, and post-acceptance follow-up and support."

Niza Oun-Nguyen
Breakaway Advisor | California

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"FA Match actively participated as we met with prospective RIA partner firms and led us through the due diligence process until we found the right fit. Everything happened on our schedule and at our pace. With their support, we made a well-informed decision, and our transition was very smooth. Our experience with FA Match was exceptional!"

Todd Bessey
Breakaway Advisor | Illinois

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How Our Advisor Agent Services Work

  • Get paired with the FA Match agent best positioned to meet your specific needs
  • Work side-by-side to assess your goals and create a strategic plan
  • We’ll leverage our Advisor Match™ technology to conduct a thorough search
  • Your Advisor Agent will evaluate potential firms, and once connected, will facilitate all discussions with the firm
  • We’ll work together to negotiate the perfect deal for you and your clients