The Perfect Ria
The Perfect RIA provides financial advisors with the processes, resources, and mentorship needed to deliver incredible benefit to their clients while improving profitability and creating time for what matters most. Micah Shilanski and Matthew Jarvis are CFP® professionals who independently developed the systems and processes needed to take off 6+ months out of the year while still operating a highly successful RIA. Motivated to help other advisors achieve this same level of freedom and success, Shilanski and Jarvis created a community for financial advisors who want to take their RIA to the next level.
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About The Perfect Ria
Founded
2018Estimated Revenue
$1M-$10MEmployees
11-50Funding / Mkt. Cap
$36KCategory
Industry
Financial ServicesLocation
City
Federal WayState
WashingtonCountry
United StatesThe Perfect Ria
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Tech Stack (57)
Analytics and Tracking
Widgets
Zoho SalesIQ
MemberPress
Slack
Font Awesome
Wordpress Plugins
Google Font API
Contact Form 7
Yoast Plugins
Sitelinks Search Box
Better Click To Tweet
reCAPTCHA
Metronet Profile Picture
WordPress Pro Event Calendar
CrUX Dataset
Site Kit
Google Tag Manager
US Privacy User Signal Mechanism
WordPress Download Manager
Gutenberg Blocks by WordPress Download Manager