RIA Match Email Format
Financial ServicesVirginia, United States0-1 Employees
RIA Match is a financial services firm based in Purcellville, Virginia, founded in 2010. It operates as an M&A platform aimed at advisory firms seeking succession planning, growth, and enhanced enterprise value in wealth management. The company provides two core offerings: a proprietary platform that connects buyers and sellers, and a customizable, white-label enterprise solution for financial institutions to support advisor succession planning and growth while maintaining or expanding assets under management. The team brings more than thirty years of experience in the wealth management industry, with the founder and CEO frequently cited by major industry publications. In 2017, RIA Match launched its platform, establishing its presence in the RIA M&A space. The platform is supported by a long-term partnership with PLANet Systems Group to deliver a seamless experience for buyers and sellers.