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Find the Right Home for Your Book of Business

At FA Match, we put you in full control of your search. Our powerful Advisor Match™ technology and one-on-one coaching is designed to help you reach your personal goals.


REQUEST DEMO

It all starts with one question: What's Missing?

REQUEST DEMO

You Can Put Your Trust in Us

As an advisor, you want a firm that's going to compensate you fairly, align with your values, and support your growth. Let's work together to help you find it, while maintaining the highest level of discretion.



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Create a Profile in 10 Minutes
Tell us who you are and what criteria are most important to your search. Size? Location? Compensation structure? Transition support?
Compare Firms
FA Match carefully vets all of the firms on our platform to make sure they're in line with your standards.
Make Connections
Once (and only once) you give us explicit permission to share your information, we'll connect you with the firms that best meet your criteria.
Say Hello to Your Future
Ready to make a move? FA Match will assist you in negotiating a deal that's best for you and your clients.
FA MATCH IS FREE FOR ADVISORS
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Advisor Agent ™

Like a sports agent, where you're the athlete.

Sometimes your future goals are just too big to navigate alone. FA Match's white-glove Advisor Agent™ service enlists CEO and co-founder Ryan Shanks, a seasoned recruitment expert with 20+ years placing advisors with top-tier firms, to be your advocate and agent throughout the search.

Work side-by side to create a plan that best positions you to meet your goals. Using our Advisor Match™ technology to conduct a thorough search, Ryan will evaluate and negotiate with firms on your behalf until you find the perfect fit.



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