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Digital Advisor Recruitment Platform FA Match Launches Alliance with Industry Heavyweights

Founding members AdvisorAssist, LifeYield, Oranj, Orion Advisor Services, Redtail Technology and Riskalyze will help broaden access to FA Match’s proprietary advisor search tools

Springfield, MA, May 13, 2019 (GLOBE NEWSWIRE) -- FA Match, a digital recruitment platform that connects RIA firms, banks, wirehouses and independent broker-dealers with advisors seeking meaningful career transitions, today announced the launch of the FA Match Alliance. Through this partnership, the six founding members, AdvisorAssist, LifeYield, Oranj, Orion Advisor Services (“Orion”), Redtail Technology (“Redtail”) and Riskalyze will promote FA Match to advisory firms on their respective suites of services. 

The FA Match Alliance’s mission is to bring together innovators and game-changers from all corners of the industry to help drive connectivity between firms seeking top advisor talent, and advisors looking to take control of their career paths.

“Throughout my 20-year recruiting career and now at FA Match, there’s one important motto I live by and encourage firms to as well: ‘purpose before ego,’” said co-founder and CEO, Ryan Shanks. “Our purpose is to create an industry-wide culture of advisors who love what they do, at firms who have the right teams by their sides – but we can’t do it alone. That’s why we created the FA Match Alliance, so we can all lift the industry up together. I’m so honored to step up to the task with these trailblazers.”


The FA Match Alliance is open to all service providers in the financial services industry who are aligned with its mission. Every firm who joins chooses how they’d like to participate in promoting the platform to its network. Information to apply can be found at

Having recently launched in January, FA Match is a digital recruitment platform which connects purpose-driven firms with talented advisors on the basis of quantitative insights and like-minded values. Advisor profiles are free and completely anonymous until they agree to connect with a “Mutual Match.” Once both parties are connected, their first phone call is facilitated through the platform and transcription is sent to the firm for record-keeping. There is no fee to use the platform – firms pay only for successful placements.

A Word from FA Match Alliance Members:

  • Christopher Winn, CEO of AdvisorAssist: “FA match provides a critical resource in developing world-class advisory businesses by eliminating the friction associated with firm recruitment. FA Match will be a great resource to help advisors manage growth and long-term succession.”
  • Steve Zuschin, EVP, Advisor Sales at LifeYield: “Advisors play a critical role in their clients’ lives and financial successes, and at LifeYield, we’ve long emphasized that happy and effective advisors make for happy, financially healthy clients. Having the opportunity to help advisors find purpose in their careers is tremendous and will lead to measurable success for advisors and investors everywhere. FA Match is truly pioneering this space and the entire industry will reap the rewards.”
  • David Lyon, Founder, CEO of Oranj: “Career management is something that reaches all of us and is the epicenter of advisor and client success. This is a huge initiative that Oranj is thrilled to play a part in.”
  • Kyle Hiatt, EVP of Business Development at Orion Advisor Services: “Joining the FA Match Alliance will undoubtedly help our firms make their growth goals a reality by connecting them with top talent. We’re excited to support Ryan and the other founding members as we create an invaluable resource to help firms succeed.”
  • Brian McLaughlin, CEO of Redtail: “FA Match is revolutionizing how we seek and develop human capital, which is incredibly important in our people-driven industry. Joining this movement is a no-brainer and we’re proud to be a part of it.”
  • Aaron Klein, CEO of Riskalyze: “We love helping advisors empower their clients to make fearless investing decisions, and we believe our involvement with the Alliance will help advisors themselves make fearless decisions about the best firm from which to serve those clients. FA Match is bringing innovative technology to the table to help advisors stick the landing on what is arguably the most important decision they’ll ever make.”

Riskalyze and Redtail will host a webinar in partnership with FA Match on June 18th addressing the state of the advisor recruiting industry. Details to come.

For more information about FA Match, visit For media inquiries, contact

About FA Match

Founded in 2018 by industry veteran and founder of recruiting firm Finetooth Consulting, Ryan Shanks, FA Match is a digital career management platform for financial advisors. The technology combines qualitative and quantitative search criteria via its Mutual Match technology, enabling advisors to search for opportunities discreetly and on their terms. For firms, FA Match streamlines the back-end HR workflow, making the entire recruitment process efficient, organized and compliant. FA Match, LLC is headquartered in Springfield, Massachusetts. More information can be found at

Ryan Shanks
FA Match