RAR Advisor Support
Scalable advisor support solutions for independent advisors, ensemble practices, RIAs, and enterprise organizations.
- Advisor Support
- Complex Advisor/Firm Support
- Direct Placement Solutions
- Experienced advisor support professionals
Platform Experience Includes:
- LPL • Fidelity • Schwab • Orion • Wealthbox • Redtail • Black Diamond • Holistiplan • eMoney
RAR Institutional Operations
Operational systems, workflow architecture, and embedded operations support for Insitutional advisory organizations.
- CRM Implementation
- Workflow Architecture
- Embedded Operations
- Transition Support
- SOP Development
Supported Systems Include:
- Wealthbox • Redtail • Orion • Black Diamond • PreciseFP • Microsoft 365 • CRM Workflow Automation
Why Advisors Choose RAR
Open Architecture Staffing
Because your firm doesn’t operate like everyone else’s—your support shouldn’t either.
We don’t assign generic assistants.
We place professionals already fluent in your CRM, custodian, and workflow—by design.
- Pre-matched to your exact tech stack (Redtail, Schwab, Fidelity, etc.)
- Built for independent advisors and RIAs—not general business support
- Plug-and-play integration into your existing operations
- “Integrated into your exact workflow — not trained from scratch
RAR Enterprise and Platform Support
Remote Advisor Resources provides experienced administrative and operational support for advisors operating within large RIA and enterprise platforms — designed to integrate seamlessly with firm workflows, onboarding processes, and compliance expectations.
Services are available through approved enterprise relationships or by referral.
Core Competencies
We screen and identify the technical skills, industry knowledge, and soft skills that are critical to your organization.
Automation
We use tools to automate tasks like workflows; calendar management; appointment setting; email outreach
