FA Match is a two-way recruitment platform that is optimized for advisors to connect with RIAs, broker-dealers, OSJs, and other financial services firms.

At FA Match, we prioritize high quality matches, and in order to maintain a high level of success, we require advisors who sign up to have a minimum of $20MM in transferrable AUM, or $200,000 in revenue.

Our proprietary Advisor Match™ Technology connects firms and advisors based on mutual compatibility. In addition to matching standard search criteria like AUM, location, and experience, we dig deeper into more sustainable criteria - like long-term equity and growth opportunities, logistical needs for each party, and compensation structure.

To make your search process as intuitive as possible, we've used a 1-3-star score to rank each match, depending on how many qualifying factors stack up. You won't ever see a 0-star match; this extra layer of scrutiny eliminates the risk of "recruitment spam" and dead-end connections.

At FA Match, we believe in "Fit Over Fee" and want to make sure our pricing reflects that. That means our services are always free for advisors.

FA Match firms will pay a monthly membership fee of $200 to use the platform, and a flat $10,000 Success Fee* once an advisor is placed. That's it - plain and simple.

Your FA Match Membership Fee includes:

Ability to create your profile and join the FA Match ecosystem

Access to hundreds of quality advisor candidates via AdvisorMatch™

Access to Video Connect virtual meeting room, hosted by FA Match

Complementary bi-yearly strategy meeting with CEO Ryan Shanks - schedule your first call now!

Ongoing tools and resources delivered right to your inbox

Please Note: Firms who engage our one-on-one FA Match Propel and 90-Day Sprint programs will be charged a project-specific fee upon consultation. Contact us for more information.

FA Match works best when advisors and firms complete their profiles in their entirety. If you haven't yet matched with any firms/advisors that meet your criteria, we encourage you to check back and make sure you've completed your profile. Our CEO and co-founder, Ryan Shanks, is always available for a 1-on-1 call to help guide you through the process. You can schedule a meeting with him here.

FA Match was built from the ground-up with discretion top of mind. We understand the sensitivities and risks involved for advisors seeking new firms. That's why firms will never see your name or any other identifying information until you have both matched and agreed for us to share it.

In a time where human connection is so important, we've made it easier for firms and advisors to initiate the first meeting. Once both parties show interest in one another, they'll have access to our Video Connect feature, which provides them with a secure, virtual meeting room without having to leave the platform, exchange contact information, or coordinate external calendar invites.

For firms and advisors who want more 1-on-1 guidance, there's no need to build your own FA Match profile - we'll do that for you as part of our high-touch, high-tech Propel and Advisor Agent programs. You can contact us here for more questions about these services.