The RAR Advisor Operations System™
Explore Packages & Pricing Across the Advisor Operations System
Practice Operations Desk
Ongoing Remote Operations & Administrative Support
- Start part-time or full-time with Expert Assitants on Multiple Platforms
- RAR manages hiring, payroll, oversight, and continuity
- Support across major custodians and broker dealer platforms (LPL, Schwab, Fidelity, Raymond James, and more)
Direct Placement Desk
Contract-to-Hire or Direct Hire for Long-Term Team Fit
- We match and onboard the right assistant into your firm with clarity and confidence
- This is a relationship decision — not just a hire — and we support the transition end-to-end.
CRM and Specialty Services Desk
Project-Based Operational Builds for Scaling Advisory Firms
- CRM & Workflow Implementation
- Firm Transition & Repapering Support
- Paraplanning & Planning Operations Support
COMING 2026
Introducing the Practice Management Partner Tier
Premium, invitation-only advisory tier for RIAs and Advisors seeking operational clarity and scalable executions.
Pilot access is limited and prioritized for enterprise RIAs, OSJs, and growth-oriented independent advisors.
Why Advisors Choose RAR
Boutique Attention. Institutional Strength.
- 8+ Years Supporting independant Advisors and RIAS
- Relationships with Mega RIAs and Broker Dealers Nationwide
- Flexible Packages for Admin Needs and Specialized Solutions
- Seasoned Assistants who are Experts on their Platforms
RAR is the operational partner behind high-performing independent advisory firms.
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
