Your home base for operational excellence.

Join the industry's premier forum for Leaders & Managers of RIA operations teams.


Joining HIFON is about being connected to people like you - colleagues you can talk to and engage with online anytime. Our community of operations professionals are committed to advancing our profession by supporting one another. And we’d like for you to join us.


Operations Forum

Every month you’ll have an hour-long call with a small subset of HIFON’s membership. This private study group let's you dig deep into various topics. You'll better understand what's possible and what other firms are doing right now. You’ll also have a chance to offer up your expertise to the rest of the group – making everyone better with this collaborative effort.

Discussion Board

This message board will become your go-to resource for RIA operations questions. When you’re stuck, need a tip, or just some advice from someone who's been there before, just search the database of prior topics or ask a question yourself. This is your peers helping you solve your most pressing problems.

Member Website

Our member website is designed with your needs in mind. The site is filled with content our members have asked for over the years – tools to collaborate, educate and connect you with your peers and industry best practices. Check out all of our member benefits.

Additional Member Benefits

The core of HIFON membership is peer-to-peer support in private study groups and the 24/7 discussion board. But that's not all. Here's what else you'll find inside the member-only website.

Additional Forums

Each month we rotate these additional roundtable calls that address our current and most relevant Compliance and Marketing issues affecting us. 

Vendor Webinars

Private webinars are held for members of HIFON to get an up-close in-depth look at what our industry providers are doing to help us solve the challenges we face on a daily basis.

Wealth Planning Forum

For firms with a team-based approach to planning, we have a sub-group that focuses their regular conversations on the operations of running a planning department.

Job Postings

Looking to hire? Trying to help someone find the right company? Utilize our network to help make the right connections.

Conference Discounts

Enjoy discounts to some of our industry’s finest educational and networking events.

Member Firm Data

Access data on each and every member firm. Get insight into which custodians and technology are used. Connect with the right firms to get answers fast.

Docs & Templates

Need a key operational document? Or a template for creating one? We've got you covered with a large (and growing) library of operations documents.

Knowledge Base

Browse the Knowledge Base to brush up on key ops topics (or get a crash course in best practices). Quickly access the best curated operations info and assets.

Experience HIFON Today

The best way to experience the benefits of HIFON is to try it for yourself. Activate your trial membership now. It's free and there is no obligation.

Industry Voices


“Membership in HIFON is your best chance to stay on top of all the best practices, software innovations and practical money/labor-saving advances in that all-important operations side of your business.”

Bob Veres

Editor/Publisher, Inside Information

“HIFON is an industry game changer. Shaun has created a community of operational professionals that has a meaningful impact on their firms. If you’re in an operations role at an RIA and not in HIFON, you’re missing out.”

Lisa Crafford, MBA

Vice President, Pershing Advisor Solutions

"I know that the Operations personnel from many of the best managed advisory businesses in the country are members of the HIFON study group for Operations professionals. Imagine being able to leverage your business efficiencies and results using the combined resources and best thinking of nearly 150 other top firms!”

Jean Sinclair, MBA, MSBA, CFP

Avenue Advisors, LLC

“Our clients who belong to HIFON leapfrog other firms when it comes to operational efficiency.  We are constantly encouraging Operations Managers and COOs to join.  Besides saving inordinate amounts of time by networking with peers who are solving many of the same problems, HIFON is a great professional development resource for anyone in an Operations career track.”

Jo Day

Co-Founder, Trumpet
Kara Website Edit

"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."

Vice President of Finance & Operations, CapSouth Wealth Management

Choose Your HIFON Membership Option

Begin Your Free Trial

Begin your free trial and experience the benefits of HIFON membership firsthand.

Join Now

Initiate your annual membership today and experience the benefits of full HIFON membership.

Casey Kimbler

"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."

Casey Kimbler
Hamilton Capital, LLC
Taylor Bell

"HIFON 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."

Taylor Bell
Colton Groome & Company
Brittany McGehee

"I enjoy having a forum to come to that understands some of the struggles and achievements we have all encounter over the years. This group certainly saves me time and money since I no longer have to go it alone in my research for many topics."

Brittany McGehee
Stone Asset Management