Case Study Spotlight: Helping RIA Match Scale Advisor Community Growth and Platform Engagement

At W.M. McGuire Marketing, we believe the best marketing partnerships are built on long-term collaboration, industry expertise, and a shared vision for growth.

We’re proud to highlight our ongoing partnership with RIA Match — a platform designed to connect financial advisors and firms pursuing growth, succession planning, strategic partnerships, and long-term business opportunities.

For nearly 10 years, W.M. McGuire Marketing has worked alongside RIA Match to help strengthen brand positioning, grow advisor engagement, and support the evolution of the platform’s go-to-market strategy.

Building a Scalable Growth Engine

As RIA Match expanded, the company needed a strategic marketing partner who understood the RIA industry and could provide hands-on leadership without the need for a full-time internal marketing team.

Our work together has included:

• Developing and optimizing marketing infrastructure and communications
• Launching integrated content and engagement strategies
• Supporting advisor community growth and platform visibility
• Building scalable outreach and marketing automation systems
• Helping guide platform positioning and future growth initiatives

Today, RIA Match has grown to nearly 10,000 advisor subscribers while preparing for its next phase of expansion.

Supporting What’s Next

W.M. McGuire Marketing is now helping guide RIA Match through a broader platform update and go-to-market evolution, including the development of Enterprise, Partner, and NexGen subscriber strategies designed to support future growth and deeper industry engagement.

“W.M. McGuire Marketing has been an invaluable partner to RIA Match for nearly 10 years,” said Mary Ann Buchanan, Founder and CEO of RIA Match. “Their strategic guidance, marketing expertise, and collaborative approach have helped us build a strong brand, grow our advisor community, and position our platform for the future.”

We’re grateful for the opportunity to support innovative firms like RIA Match and help drive measurable growth through strategic marketing, communications, and engagement initiatives.

To learn more, read the Case Study here.