FA Match is an online marketplace that connects financial advisors with firms using their Advisor Match platform, which is powered by AI. The platform facilitates the recruitment and acquisition of financial advisors for firms.

FA Match

FA Match | 2,965 followers on LinkedIn. An Opportunity Exchange for Financial Advisors and Firms | Founded by industry veterans looking for a better solution, FA Match is the first dedicated career platform to help financial advisors find the best home for their book of business.

Our platform uses advanced AI technology and human touch to deliver the best match for advisors and firms to create lasting relationships that have a positive impact for both sides - because we understand that success is driven by data, integrity, and human connections.

Jim Roth

VP Recruiting at FA Match

Alexander Katsabanis

Co-Founder & CTO at FA Match

Eric Savage

Sonu Choudhary

To lead with courage is not merely to take bold steps but to do so with an unflinching resolve, a sound ethical compass and a vision of success that beckons even the most reluctant followers.

Perfectionism is so pervasive that there’s a test to measure it: the Multidimensional Perfectionism Scale.

If you have ever wondered why you didn’t get that coveted internal job that you desired, it may be due to the 9-box talent review system.

Putting family first and knowing where to draw the line - Ryan Shanks , Co-founder and CEO of FA Match , on The Customer Wins with Rich Walker Full Episode: https://lnkd.in/grRp_QSQ

Rich Walker 🏁

Here are five ways meetings could look and feel different in the future.

How are you today? Tell us what you want to hear from us. If you want to stay up-to-date with us, follow our Page.

Potential of AI in advisor transitions - Ryan Shanks , Co-founder and CEO of FA Match , on The Customer Wins with Rich Walker Full Episode: https://lnkd.in/grRp_QSQ

Calling all women financial advisors. If you want to finally align with a wealth management organization who truly supports you and who has women in a current leadership position, then let's talk. As a male ally of Females and Finance Community , I understand your concerns. Ask Sheryl Hickerson, FLMI about my integrity, ethics and desire to help women in our industry! All you have to do is scan the QR code below to call or email me. FA Match

Ryan Shanks

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Co-Founder & CTO

Human Resources

VP of Growth

Garrett Layell

Director of Customer Success

Bonnie Noble

Advisor Development Executive

Jaime Troutman

Advisor

John Kole

Sales and Support

Josh House

Co-Founder + CEO

Ryan N. Shanks

Co-Founder & CEO

New England Companies With Fewer Than 10 Employees (Top 10K)

Massachusetts Companies With Fewer Than 10 Employees (Top 10K)

Massachusetts Financial Services Companies

New England Financial Services Companies

FA Match connects experienced advisors with financial services firms equipped to help them thrive.

Longmeadow

Massachusetts

United States

North America

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