About RIAnova Partners
RIAnova Partners was built on a proven observation: long-term retention of wealthy households relies heavily on the quality of your service. We are experienced partners who operate as a seamless extension of your team, handling onboarding, transfers, and reporting with precision.
Founder's Note
Before founding RIAnova Partners, I spent over a decade leading elite client service operations, transitioning from a major wirehouse to a multi-billion-dollar RIA. Throughout my career, listening to transitioning advisors detail their operational pain points allowed me to turn complex problem-solving into one of my core strengths. We do not wait; we actively anticipate. We never assume a process will run flawlessly from start to finish just because a case was submitted. We chase every detail until execution is complete.
RIAnova Partners is the invisible infrastructure that independent firms need to scale. We execute the critical details under your banner, ensuring you always get the credit for a premium client experience.
Chloe Sandler, CFP
Founder & CEO, RIAnova Partners
Four principles guide every partner engagement.
Client servicing is the only discipline we practice, which is exactly why we're better at it than a generalist. As an add-on, we'll flag account-level opportunities we notice, such as a missing beneficiary or a mis-titled position, straight to you; whether and how to act on it is always your call.
Every deliverable, every touchpoint is branded for your firm. Clients build trust with you.
We don't ask you to overhaul your practice. Most firms start small, whether that's a handful of households or a single hiring gap, and scale from there.
Our team has sat on your side of the table. We know what a client call sounds like when the answer is "let me check."
Let's Talk
A short conversation is usually enough to tell. No obligation, no long onboarding pitch.
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