Operational and Administrative Support for Independent Financial Advisors and RIAs
Experienced administrative, operations, and practice management professionals supporting RIAs on a fractional or full-time basis.

“Supporting advisors collectively overseeing more than $15 billion in client assets.”

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    Firm Overview

    Firm Structure
    Solo AdvisorSmall Team (2–5)Mid-Size RIA (6–15)Larger RIA (15+)

    Number of Clients
    Solo AdvisorSmall Team (2–5)Mid-Size RIA (6–15)Larger RIA (15+)

    Approximate AUM
    Under $50M$50M–$200M$200M–$500M$500M+

    Systems & Platforms

    Custodian
    SchwabFidelityPershingLPLRaymond JamesOther

    CRM System
    SalesforceRedtailWealthboxOtherNone

    Portfolio / TAMP / Reporting Platforms
    OrionAssetMarkSEIEnvestnetAllbridgeBlack DiamondOther

    System Integration

    How well do your systems work together today?
    Mostly automated and integratedSome integration, but manual work requiredLargely manual processesNot sure

    Operational Needs

    Primary Support Needed
    Client service & account maintenanceNew account onboarding / transfersMoney movement & distributionsCRM management / data cleanupReporting / performance trackingWorkflow optimizationTeam / vendor coordination

    Number of Systems Used Daily
    1 primary system2–3 systems4–5 systems6+ systems

    Current Operations
    Simple and structuredGrowing, with increasing complexityComplex, multi-system workflowsFragmented and inefficient

    Engagement Details

    Estimated Support Hours
    20–40 hours/month40–80 hours/month80–160 hours/monthNot sure yet

    Timeline
    ImmediateWithin 30 days1–3 monthsExploring options

    Contact Information


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