• Stop solving RIA Operations challenges alone

A Trusted Community of RIA Operations Leaders

Join a trusted community of operations leaders, with an extensive knowledgebase and toolkit built specifically for RIA operations professionals.

Why Join HIFON?

Tools and knowledge built by operations leaders. for operations leaders

Trusted by 250+ RIA Operations Leaders

HIFON is a community that understands your unique situation as an operations leader and is ready to help. Access the collective experience of hundres of RIA operations proffesionals.

  • Tap into an RIA Operations Knowledge Base Built by Peers

  • Learn Best Practices in Monthly Peer Forums

  • Get Quick Solutions to Daily Challenges

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Kara Armstong

Vice President of Finance & Operations, CapSouth Wealth Management

"Joining HIFON was the pivoting point in my career here at CapSouth and has not only changed my trajectory, but also that of our entire organization due to all that I’ve gained and shared with our leadership."

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Ayasha Jones

BlueSky Wealth Advisors

"It's exciting to be able to connect with other professionals in the same field/industry and know that you are dealing with the same challenges. It's wonderful to be able to get perspective from other similar firms and share ideas."

Common Operations Challenges:

  • Isolation as the ops leader

  • Growing complexity of RIA operations

  • No standardized industry playbook

  • Keeping up with technology options and compliance

How HIFON Helps:
Our active community provides trusted answers and validated solutions, typically within hours. Access templates, workflows, and peer insights that have worked for firms like yours.

Core Benefits of HIFON Membership:

  • 24/7 Discussion Board Get trusted answers within hours, plus access 14+ years of searchable discussions and solutions.

  • Monthly Forums Small-group discussions with peers to solve shared challenges and explore opportunities.

  • Shared Resource Library Access templates, workflows, and documented best practices built for RIA operations.

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Laura Adams

HCM Wealth Advisors

"HIFON has been a great group to be a part of.  The monthly calls are informative and a way to learn about other firms practices.  From these calls/discussion emails our firm has had one off discussions with other firms to learn about particular processes so we could learn from each other.  It has really been a way to learn collaboratively without having to leave the office!"

What Members Have to Say About HIFON

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Nicole Bonanno

Peapack Private Bank & Trust

"Before HIFON, there was no place for operations and compliance professionals to go to find out best practices and share ideas.  I find that this group provides very valuable, practical and useful information and insights that I have used at my firm."

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Taylor Bell

Colton Groome & Company

I feel like the group is HIGHLY valued to our firm. Whenever management is considering a change or new idea, they almost always want me to run it by the group to see how other firms have tackled that particular issue.

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Cathy Caddell

Murphy & Sylvest

The willingness of everyone to share knowledge and original content is amazing.  My whole firm knows this and often will ask me to leverage the group's knowledge when we are working on improving our processes.

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Manju George

Griffin Black LLC

"Hearing varying opinions and case studies for how other firms operate and the learning - this is priceless."

Casey Kimbler

Hamilton Capital, LLC

HIFON is the tool I use to gather ideas and feedback on existing procedures, technology and new ideas.  It's my sounding board on most new ideas since I can go to one place and get feedback from so many firms and members.

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Christine DeMao

Gibson Capital, LLC

I am continually amazed and appreciative of how generous the HIFON community is when it comes to sharing vendor info, contacts, best practices, workflow documents, client-facing documents, tips and tricks, and expertise in general.  Being able to leverage the wisdom of the RIA Ops community is incredibly valuable to me, and it helps me do better work for my firm and our clients.

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Jessica Searcy Kmetty

Searcy Financial Services, Inc

I believe the group is very valuable, especially when you’re trying to figure something out and need outside perspective. It’s also nice to have made some friendships with other COOs over the years.

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Casey Kimbler

Hamilton Capital, LLC

HIFON is the tool I use to gather ideas and feedback on existing procedures, technology and new ideas.  It's my sounding board on most new ideas since I can go to one place and get feedback from so many firms and members.

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Christine DeMao

Gibson Capital, LLC

I am continually amazed and appreciative of how generous the HIFON community is when it comes to sharing vendor info, contacts, best practices, workflow documents, client-facing documents, tips and tricks, and expertise in general.  Being able to leverage the wisdom of the RIA Ops community is incredibly valuable to me, and it helps me do better work for my firm and our clients.

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Jessica Searcy Kmetty

Searcy Financial Services, Inc

I believe the group is very valuable, especially when you’re trying to figure something out and need outside perspective. It’s also nice to have made some friendships with other COOs over the years.

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Kaylyn Melia Acevedo

Socius Family Office

I love HIFON. I think the group adds a ton of value and it's a great way to network and learn how others are tackling common challenges.

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Melissa Ray

Castleview Wealth Advisors

I love the discussion and it increases our ability to look at our programs from another angle.  It is nice to not have to recreate the wheel.

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Rob Caverly

Bond & Devick Wealth Partners

I think the willingness to share information, documents, and tools is fantastic. I consider HIFON my first place to go if we have a concern in our business practice or if we are looking to improve an area of our business.

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Amanda Plyley

Progressive Investment Management

It is great to have a forum to ask professional peers about vendors, policies, or how they solved a particular challenge. I also appreciate the vendor and consultant webinar opportunities. HIFON is an incredible resource, particularly for us as a small RIA.

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MaryBess Gordon

Bluestem Financial Advisors, LLC

It is wonderful to have contact with so many great professionals. There is wealth of knowledge to share and I know being a part of this network adds value for my firm and for my career.

About HIFON

In 2010, as Director of Operations at a rapidly growing RIA, I faced a challenge familiar to many: for every problem I could solve, three new ones emerged. I needed help but found no dedicated resources for RIA operations professionals.

That's why I created HIFON - to build the peer network I wished existed. What started as a small group has grown into the industry's premier operations community, helping leaders like you navigate the complexities of modern RIA operations.

- Shaun Kapusinski, Founder

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Join a Community That Empowers Operations Leaders

Connect with 200+ operations professionals and access the resources you need to excel in your role. 

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