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
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
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
