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 infrastructure, workflow architecture, and embedded support designed for institutional advisory organizations.
- CRM Implementation
- Workflow Architecture
- Embedded Operations
- Transition Support
- Training and Governance
Supported Systems Include:
- Fidelity • Schwab • Goldman Sachs Custody Solutions • SEI
• AssetMark - Wealthbox • Redtail • Orion • Black Diamond • PreciseFP • Microsoft 365 • CRM Workflow Automation
Why Advisors Choose RAR
Operational Expertise. Technology. Execution.
Because your firm doesn’t operate like everyone else’s—your support shouldn’t either.
We place professionals already fluent in your CRM, custodian, and workflow.
Operational Experts
- Experienced with Schwab, Fidelity, LPL, Orion, Wealthbox, Redtail, Salesforce
- Matched to your technology stack
- Ready to contribute from day one
Proven Operating Framework
- Hundreds of documented workflows
- CRM implementation expertise
- Advisor transitions
- Operational best practices
Scalable Partnership
- Flexible staffing models
- Transition support
- CRM optimization
- Ongoing operational consulting
