The Best Virtual Assistant Services for Financial Advisors & Wealth Managers in the US

January 16, 2026

The Best Virtual Assistant Services for Financial Advisors & Wealth Managers in the US

Introduction

The financial advisory profession has reached an inflection point. Client expectations have never been higher—they want personalized service, instant communication, comprehensive planning, and a white-glove experience. Meanwhile, advisors are drowning in operational tasks that have nothing to do with giving financial advice.

Here’s the uncomfortable reality: According to the 2026 Kitces Research Advisor Productivity Report, the average financial advisor spends only 22% of their time on client-facing activities. The rest? CRM updates, meeting preparation, paperwork processing, compliance documentation, and countless administrative tasks that drain time without generating revenue.

The math is staggering. If an advisor managing $100 million AUM could spend just 5 more hours per week on client acquisition and relationship deepening, the potential revenue impact would be approximately $150,000 annually in additional AUM growth.

Enter financial services virtual assistants—specialized professionals who understand the unique demands of wealth management, from compliance requirements to CRM systems to the nuanced client communication that financial services demands.

The virtual assistant market for financial advisors has grown to $890 million in 2026, with the Financial Planning Association (FPA) reporting that advisors using VAs see an average 41% increase in client-facing time and 27% growth in new client acquisition.

But financial services isn’t like other industries. You need virtual assistants who understand SEC and FINRA compliance, CRM platforms like Redtail and Wealthbox, financial planning software, custodian platforms, and the sensitive nature of handling client financial information.

This comprehensive guide covers the best virtual assistant services for financial advisors and wealth managers in the US for 2026. Whether you’re a solo RIA, growing ensemble practice, or established wealth management firm, you’ll find the right VA solution here.

Why Financial Advisors Need Specialized Virtual Assistants

The Advisor Time Crisis

According to the 2026 InvestmentNews Advisor Benchmarking Study:

Activity	% of Time	Revenue Impact
Client meetings	18%	✅ Direct revenue
Prospecting & business development	4%	✅ Growth driver
Financial planning & analysis	12%	✅ Value delivery
Investment management	11%	⚠️ Mixed
CRM & data entry	14%	❌ No revenue
Meeting preparation	10%	❌ No revenue
Administrative tasks	15%	❌ No revenue
Compliance & documentation	8%	❌ No revenue
Email & communication	8%	⚠️ Mixed

Bottom line: Nearly 55% of an advisor’s time goes to activities that don’t directly generate revenue or serve clients.

The True Cost of Doing It Yourself

Consider a financial advisor with:

$150 million AUM
100 client households
$1.2 million annual revenue
Effective hourly rate: $600/hour

Administrative Task	Hours/Week	Annual Cost (Advisor Time)
CRM updates & data entry	4 hours	$124,800
Meeting preparation	3 hours	$93,600
Email management	3 hours	$93,600
Scheduling & calendar	2 hours	$62,400
Account paperwork	2 hours	$62,400
Compliance documentation	1.5 hours	$46,800
Client service requests	2 hours	$62,400
Total	17.5 hours	$546,000

A full-time VA costs $24,000-$48,000/year—a fraction of the opportunity cost.

The Capacity Problem

The Schwab RIA Benchmarking Study 2026 found:

Metric	Without VA	With VA	Improvement
Clients per advisor	75	112	+49%
AUM per advisor	$85M	$142M	+67%
Revenue per advisor	$680K	$1.1M	+62%
Client satisfaction	78%	91%	+17%
Advisor satisfaction	62%	84%	+35%

What Financial Advisor VAs Can Handle

Client Service & Communication

✅ Client Onboarding

New client paperwork coordination
Account opening documentation
Beneficiary form processing
Transfer/rollover initiation
Welcome package preparation

✅ Ongoing Client Service

Scheduling appointments
Meeting confirmation and reminders
Document requests and follow-up
Address/contact updates
Routine client inquiries

✅ Client Communication

Birthday and anniversary cards
Holiday communications
Event invitations
Newsletter distribution
Thank you notes

Meeting Support

✅ Pre-Meeting Preparation

Agenda preparation
Account summary compilation
Performance report generation
Planning update preparation
Document gathering

✅ Post-Meeting Follow-Up

Meeting notes documentation
Action item tracking
Follow-up task creation
Client communication
CRM updates

Operations & Administration

✅ CRM Management

Contact updates
Activity logging
Task management
Workflow automation
Data cleanup

✅ Paperwork Processing

Account applications
Beneficiary changes
Distribution requests
Transfer paperwork
Required Minimum Distributions (RMDs)

✅ Calendar & Scheduling

Client appointment scheduling
Meeting coordination
Travel arrangements
Conference registration
Personal calendar management

Marketing & Business Development

✅ Marketing Support

Social media posting (compliance-approved)
Email campaign coordination
Event planning
Client appreciation events
Seminar coordination

✅ Prospecting Support

Lead tracking
Prospect research
Referral follow-up
Center of influence outreach
Pipeline management

Compliance Support

✅ Documentation

Client file maintenance
Compliance checklist completion
Supervision documentation
Advertising review coordination
Books and records maintenance

Critical Requirements for Financial Advisor VAs

Compliance & Security:

Requirement	Why It Matters
Securities Awareness	Understanding of regulatory environment
Confidentiality Training	Protection of client financial information
Data Security	Secure handling of sensitive data
Background Checks	Financial industry standard
NDA/Confidentiality Agreements	Legal protection
Compliance Training	Understanding of advertising and communication rules

Technology Proficiency:

CRM Platforms:

Redtail Technology
Wealthbox
Salesforce Financial Services Cloud
Junxure
AdvisorEngine CRM
Practifi
XLR8

Financial Planning Software:

eMoney Advisor
MoneyGuidePro
RightCapital
Orion Planning
Advizr
LifeYield
Income Lab

Portfolio Management:

Orion Portfolio Solutions
Black Diamond
Tamarac
Morningstar Office
Addepar
Riskalyze

Custodian Platforms:

Schwab Advisor Services
Fidelity Institutional
Pershing
TD Ameritrade Institutional (Schwab)
Altruist

Marketing & Communication:

Constant Contact
Mailchimp
FMG Suite
Snappy Kraken
Broadridge
Hearsay Systems

The 12 Best Virtual Assistant Services for Financial Advisors in 2026

1. VRGL.VA (Virtual Resource Group for Financial Services)

🏆 Best Overall for Financial Advisors

Headquarters: Denver, Colorado

Overview: VRGL.VA has established itself as the premier virtual assistant service exclusively for financial advisors. Founded by former RIA operations professionals, they understand the wealth management industry from the inside out.

Every VRGL.VA assistant completes an extensive financial services training program covering CRM systems, custodian platforms, compliance requirements, and the client service standards expected in wealth management. They serve over 1,800 advisory firms across the United States.

Firm Types Served:

Registered Investment Advisors (RIAs)
Hybrid Advisors
Independent Broker-Dealers
Ensemble Practices
Multi-Family Offices
Solo Practitioners
CFP® Professionals
Wealth Management Firms

Key Services:

Category	Services
Client Service	Onboarding, service requests, scheduling, communication, document gathering
Meeting Support	Pre-meeting prep, agenda creation, post-meeting follow-up, CRM updates
Operations	Account paperwork, transfers, beneficiary changes, distributions, RMDs
CRM Management	Data entry, workflow management, task tracking, reporting, cleanup
Marketing	Social media, email campaigns, event coordination, newsletter distribution
Compliance Support	Documentation, file maintenance, review coordination

Technology Expertise:

Category	Platforms
CRM	Redtail, Wealthbox, Salesforce FSC, Junxure, Practifi
Planning	eMoney, MoneyGuidePro, RightCapital, Orion Planning
Portfolio	Orion, Black Diamond, Tamarac, Morningstar
Custodians	Schwab, Fidelity, Pershing, Altruist
Marketing	FMG Suite, Snappy Kraken, Constant Contact
DocuSign	DocuSign, Adobe Sign, RightSignature

Compliance & Security:

✅ SEC/FINRA awareness training
✅ Comprehensive NDA
✅ Background checks on all VAs
✅ Data security protocols
✅ Confidentiality training
✅ Secure communication channels
✅ Client information protection training
✅ Advertising/marketing compliance awareness

Pricing (2026 Updated):

Plan	Hours	Price/Month	Best For
Solo Advisor	20 hrs/week	$1,599	Solo RIAs
Growing Practice	30 hrs/week	$2,199	Small teams
Ensemble	40 hrs/week	$2,699	Larger practices
Enterprise	Multiple VAs	Custom	Multi-advisor firms

Includes: Industry training, software training, dedicated VA, backup support

Pros:

✅ 100% financial services focus
✅ Comprehensive industry training
✅ All major platform proficiency
✅ Compliance awareness
✅ Dedicated VA model
✅ RIA operations expertise
✅ Strong client service culture
✅ Custodian platform knowledge

Cons:

❌ Premium pricing
❌ Philippines-based VAs (time zone consideration)
❌ Waitlist during peak seasons
❌ Initial training period for complex tech stacks

Client Testimonial:

“VRGL.VA transformed my practice. My VA handles all client onboarding, manages my Redtail CRM, prepares every meeting, and coordinates all account paperwork with Schwab. I’ve increased my client-facing time by 15 hours per week and added $25M in new AUM this year. She understands the RIA business—I don’t have to explain basic concepts.” – Sarah K., CFP®, RIA Owner, Austin TX

Why Choose VRGL.VA: If you want a VA service that truly understands the wealth management industry and speaks your language, VRGL.VA is the gold standard.

Website: vrglva.com

2. Belay Solutions (Financial Services Division)

🏆 Best US-Based Premium Option

Headquarters: Atlanta, Georgia

Overview: Belay’s Financial Services Division provides 100% US-based virtual assistants experienced in working with financial advisors. Their rigorous vetting process (only 3% acceptance rate) ensures you work with exceptional professionals.

For advisors who specifically need an American VA for client communication and cultural alignment, Belay delivers premium quality.

Key Services:

Client & Practice Support:

Client scheduling and confirmation
Meeting preparation
CRM data entry and management
Email management
Calendar coordination
Travel arrangements
Event planning

Administrative:

Document preparation
Filing and organization
Vendor coordination
Office management (virtual)
Personal assistance

Technology Proficiency:

Redtail
Wealthbox
Salesforce
Microsoft 365
Google Workspace
Zoom
DocuSign

Pricing (2026 Updated):

Plan	Hours	Price/Month
Part-Time	~30 hrs/month	$1,780
Part-Time Plus	~45 hrs/month	$2,400
Full-Time	~80 hrs/month	$3,600

Pros:

✅ 100% US-based professionals
✅ Premium quality assistants
✅ No accent or cultural barriers
✅ Same time zone availability
✅ Financial services experience
✅ Excellent for client-facing work
✅ Long-term partnership focus

Cons:

❌ Significantly higher pricing
❌ Less industry-specific than specialists
❌ May need some industry training
❌ Minimum commitment required

Client Testimonial:

“I needed a US-based assistant who could call clients directly and represent my firm professionally. Belay matched me with an amazing VA who handles scheduling, follow-up calls, and client communication. The quality is exceptional—worth every penny.” – Michael T., Wealth Advisor, Boston MA

Website: belaysolutions.com

3. White Glove (Advisor VA Services)

🏆 Best for Marketing & Client Events

Headquarters: Franklin, Tennessee

Overview: White Glove is known for marketing and seminar services for financial advisors, and their VA division extends this expertise to ongoing virtual support. They understand advisor marketing, client events, and business development like no other.

Specializations:

Client appreciation events
Educational seminars
Marketing campaigns
Prospecting support
Event follow-up

Key Services:

Marketing & Events:

Seminar and webinar coordination
Client event planning
Invitation management
RSVP tracking
Venue coordination
Catering arrangements
Follow-up campaigns
Lead nurturing

General VA:

CRM management
Client scheduling
Meeting preparation
Email management
Social media posting

Technology Expertise:

FMG Suite
Snappy Kraken
Constant Contact
Redtail
Wealthbox
Zoom Webinars
Eventbrite

Pricing (2026 Updated):

Plan	Hours	Price/Month
Marketing Essentials	15 hrs/week	$1,299
Growth	25 hrs/week	$1,899
Premium	40 hrs/week	$2,599
Event Add-On	Per event	$500-$1,500

Pros:

✅ Marketing and event expertise
✅ Understands advisor marketing
✅ Seminar/webinar coordination
✅ Client appreciation events
✅ Lead nurturing capabilities
✅ Compliance-aware marketing

Cons:

❌ Marketing-heavy focus
❌ Less operations/paperwork expertise
❌ May need supplemental VA for admin
❌ Offshore VAs

Client Testimonial:

“White Glove handles all my client seminars and appreciation events. From invitations to venue booking to follow-up calls, they manage everything. I just show up and present. My event attendance doubled, and I’ve generated 40+ qualified prospects this year.” – Jennifer L., CFP®, Independent Advisor, Denver CO

Website: whiteglove.com

4. AdvisorAssistant.io

🏆 Best for Redtail & Wealthbox Power Users

Headquarters: San Diego, California

Overview: AdvisorAssistant.io specializes in CRM management and optimization for financial advisors. Their VAs are power users of Redtail, Wealthbox, and other advisor CRMs, helping you get maximum value from your technology investment.

Specializations:

CRM optimization
Workflow automation
Data management
Technology integration
Process improvement

Key Services:

CRM Excellence:

CRM data entry and cleanup
Workflow creation and management
Task automation
Integration setup
Report generation
Data migration
Contact segmentation
Activity tracking

Ongoing Support:

Daily CRM updates
Meeting documentation
Client touchpoint logging
Pipeline management
Task completion
Data hygiene

Technology Expertise:

Redtail (Advanced certification)
Wealthbox (Power user)
Salesforce FSC (Certified)
Junxure
Zoho CRM
Zapier integrations
Riskalyze
eMoney integration

Pricing (2026 Updated):

Plan	Hours/Month	Price
CRM Essentials	20 hours	$599
CRM Professional	40 hours	$1,099
CRM Premium	80 hours	$1,999
Full-Service	Unlimited	$2,799

Pros:

✅ CRM specialists
✅ Workflow automation expertise
✅ Data management excellence
✅ Integration capabilities
✅ Process improvement focus
✅ Redtail/Wealthbox masters

Cons:

❌ CRM-focused (less client service)
❌ Limited custodian paperwork support
❌ Tech-heavy, not relationship-heavy
❌ Smaller company

Client Testimonial:

“My Redtail was a mess—incomplete data, broken workflows, zero automation. AdvisorAssistant.io transformed it. My VA cleaned up 2,000 contacts, built automated workflows for client birthdays and reviews, and now logs every activity. My CRM finally works for me.” – David R., RIA Owner, Phoenix AZ

Website: advisorassistant.io

5. Paraplanner Virtual

🏆 Best for Financial Planning Support

Headquarters: Minneapolis, Minnesota

Overview: Paraplanner Virtual provides paraplanning and financial planning support for advisors. Unlike administrative VAs, their team consists of trained paraplanners who can handle substantive planning work under advisor supervision.

What They Do: Paraplanners are the “paralegal equivalent” for financial planning—they handle the technical work so advisors can focus on client relationships.

Specializations:

Financial plan preparation
Data gathering and input
Plan analysis and scenarios
Report generation
Planning software expertise
Retirement projections
Insurance analysis
Estate planning support

Key Services:

Category	Paraplanning Services
Plan Development	Data input, plan creation, scenario analysis, what-if projections
Data Management	Account aggregation, data gathering, document organization
Analysis	Retirement analysis, Social Security optimization, tax projections
Reporting	Client-ready reports, presentation preparation, summary documents
Review Preparation	Pre-meeting analysis, updated projections, recommendation summaries
Specialty Planning	Insurance needs, estate analysis, education funding

Software Expertise:

eMoney Advisor (Advanced)
MoneyGuidePro Elite
RightCapital
Orion Planning
LifeYield
Income Lab
Holistiplan (tax)
Asset-Map

Pricing (2026 Updated):

Model	Pricing	Notes
Per Plan	$200-$500/plan	Based on complexity
Hourly	$45-$75/hour	Flexible
Monthly Retainer	$1,500-$3,500/month	Dedicated support
Subscription	$800-$2,000/month	Set hours

Pros:

✅ Trained paraplanners (not just VAs)
✅ Financial planning software experts
✅ Substantive planning support
✅ Frees advisor for client meetings
✅ CFP® professionals on staff
✅ Complex planning capabilities

Cons:

❌ Not for administrative tasks
❌ Higher cost than admin VAs
❌ Limited client communication
❌ Paraplanning only

Client Testimonial:

“Paraplanner Virtual does all my eMoney plan preparation. I send them client data, and they build the plan with scenarios and recommendations. I review, make adjustments, and present to clients. I’m creating 3x more plans than before without working more hours.” – Amanda S., CFP®, Fee-Only Advisor, Seattle WA

Website: paraplannervi.com

6. MyOutDesk (Financial Advisor Division)

🏆 Best Value Full-Time VA

Headquarters: Sacramento, California

Overview: MyOutDesk offers full-time dedicated virtual assistants trained for financial advisor support. Known for excellent value, they provide comprehensive onboarding and industry-specific training.

Key Services:

Client scheduling and reminders
CRM data entry and management
Email management
Document preparation
Meeting follow-up
Marketing support
Calendar management
Basic client communication

Technology Proficiency:

Redtail
Wealthbox
Salesforce
Microsoft 365
Zoom
Calendly
DocuSign

Pricing (2026 Updated):

Plan	Hours	Price/Month
Full-Time	40 hrs/week	$2,088
Part-Time	20 hrs/week	$1,188

Pros:

✅ Excellent value for full-time
✅ Industry training included
✅ Dedicated VA model
✅ Strong company reputation
✅ Proven track record

Cons:

❌ Philippines-based
❌ Less specialized than industry-only providers
❌ May need additional training
❌ Time zone considerations

Website: myoutdesk.com

7. Delegate Solutions (Financial Advisor)

🏆 Best for Relationship-Focused Practices

Headquarters: Denver, Colorado

Overview: Delegate Solutions specializes in supporting relationship-driven businesses, including financial advisors. Their VAs excel at the client service touches that build long-term relationships.

Specializations:

Client relationship management
High-touch service delivery
Client communication
Scheduling and coordination
Personal touches

Key Services:

Relationship Management:

Client birthday and anniversary tracking
Personal notes and cards
Gift coordination
Client appreciation
Special occasion recognition
Referral thank you’s

Client Service:

Scheduling and confirmation
Meeting preparation
Follow-up communication
Document requests
Service issue resolution

Practice Management:

CRM updates
Calendar management
Email organization
Travel arrangements
Event coordination

Pricing (2026 Updated):

Plan	Hours/Month	Price
Starter	20 hours	$840
Growth	40 hours	$1,580
Scale	60 hours	$2,220
Partner	80+ hours	Custom

Pros:

✅ Relationship-focused approach
✅ Client appreciation expertise
✅ Personal touch capabilities
✅ Service-minded VAs
✅ Reasonable pricing

Cons:

❌ Less technical (limited paraplanning)
❌ Mixed offshore/US team
❌ Less custodian paperwork expertise
❌ Generalist technology skills

Client Testimonial:

“Delegate Solutions handles all my client relationship touches—birthdays, anniversaries, holiday cards, referral thank you’s. My clients feel appreciated without me remembering every date. It’s elevated my service model tremendously.” – Robert M., Wealth Advisor, Nashville TN

Website: delegatesolutions.com

8. FA Match VA Services

🏆 Best for RIA Operations

Headquarters: Tampa, Florida

Overview: FA Match, known for their advisor recruiting platform, has launched VA services specifically for RIA operations. They understand RIA compliance, custodian relationships, and the operational requirements of registered investment advisors.

Specializations:

RIA operations
Compliance support
Custodian liaison
Client operations
ADV preparation support

Key Services:

RIA Operations:

Account opening coordination
Custodian paperwork processing
ACAT transfers
Beneficiary changes
Distribution processing
RMD tracking and processing
Account maintenance

Compliance Support:

ADV update coordination
Client file maintenance
Books and records
Document retention
Compliance calendar tracking
Annual review preparation

Client Service:

New client onboarding
Scheduling and confirmation
Document gathering
Service requests
Client communication

Custodian Expertise:

Schwab Advisor Center
Fidelity WealthCentral
Pershing NetX360
Altruist
TD Ameritrade Veo (legacy)

Pricing (2026 Updated):

Plan	Hours	Price/Month
Operations Essential	20 hrs/week	$1,499
Operations Plus	40 hrs/week	$2,299
Multi-Advisor	Multiple VAs	Custom

Pros:

✅ RIA operations focus
✅ Custodian platform expertise
✅ Compliance awareness
✅ Understands RIA requirements
✅ Account operations proficiency

Cons:

❌ Less marketing support
❌ Newer VA service
❌ Offshore team
❌ Limited paraplanning

Website: famatch.com

9. Time Etc (Financial Services)

🏆 Best for US-Based Administrative Support

Headquarters: Chicago, Illinois

Overview: Time Etc provides experienced US-based virtual assistants with financial services experience. Their assistants average 12+ years of professional experience, providing mature, reliable support.

Key Services:

Calendar and scheduling
Email management
Meeting preparation
Document organization
Client communication
Travel coordination
CRM data entry
Research

Pricing (2026 Updated):

Plan	Hours/Month	Price	Per Hour
Starter	10 hours	$380	$38
Lite	20 hours	$700	$35
Standard	40 hours	$1,240	$31
Pro	60 hours	$1,740	$29

Pros:

✅ 100% US-based
✅ Experienced professionals
✅ No contracts
✅ Hours roll over
✅ Dedicated assistant

Cons:

❌ Not industry-specialized
❌ May need industry training
❌ Limited custodian expertise
❌ Business hours only

Website: timeetc.com

10. Hubstaff Talent + RIA-Trained VAs

🏆 Best for Custom Hiring

Headquarters: Indianapolis, Indiana

Overview: Hubstaff Talent is a free freelancer marketplace where you can find and directly hire VAs with financial services experience. This approach offers maximum flexibility and cost control.

How It Works:

Post your job requirements
Review candidate applications
Interview and select your VA
Hire directly (no middleman fees)
Use Hubstaff for time tracking (optional)

Key Benefits:

Direct hiring relationship
No agency markup
Complete flexibility
Custom requirements
Long-term partnerships

Pricing (2026 Updated):

Model	Cost
Platform Fee	Free
VA Rates	$8-$35/hour (varies)
Time Tracking	$7/user/month (optional)

Pros:

✅ No agency fees
✅ Direct relationship
✅ Custom selection
✅ Maximum flexibility
✅ Cost control

Cons:

❌ You manage everything
❌ No training/onboarding support
❌ Quality varies significantly
❌ No backup VA
❌ More work to find the right person

Website: talent.hubstaff.com

11. Smith.ai (Financial Services)

🏆 Best for Prospect Intake

Headquarters: Los Altos, California

Overview: Smith.ai provides virtual receptionist and intake services for financial advisors. They’re excellent for handling incoming prospect calls, scheduling consultations, and qualifying leads.

Key Services:

Live call answering
Prospect qualification
Appointment scheduling
Lead intake
CRM integration
After-hours coverage
Spanish language support

Pricing (2026 Updated):

Plan	Calls/Month	Price
Starter	30 calls	$285
Basic	60 calls	$525
Pro	120 calls	$975
Enterprise	Unlimited	Custom

Pros:

✅ Professional call answering
✅ Prospect qualification
✅ CRM integrations
✅ 24/7 options
✅ Bilingual support

Cons:

❌ Call answering only
❌ Per-call pricing adds up
❌ Not for administrative tasks
❌ Limited advisor-specific training

Website: smith.ai

12. Wing (Financial Advisor)

🏆 Best Budget Full-Time Option

Headquarters: San Francisco, California

Overview: Wing Assistant offers affordable full-time dedicated VAs who can be trained for financial advisor support. Best for advisors who can provide their own training on industry-specific tasks.

Key Services:

Calendar management
Email management
CRM data entry
Document organization
Client scheduling
Research
Basic administrative tasks

Pricing (2026 Updated):

Plan	Hours	Price/Month
Part-Time	4 hrs/day	$649
Full-Time	8 hrs/day	$999
Full-Time Pro	8 hrs/day	$1,399

Pros:

✅ Most affordable full-time option
✅ Dedicated assistant
✅ User-friendly app
✅ No contracts
✅ Quick matching

Cons:

❌ No financial services training
❌ Requires significant training from you
❌ Philippines-based
❌ Variable quality
❌ Limited custodian/compliance awareness

Website: wingassistant.com

Comparison: Best Financial Advisor VA Services 2026

Service	Best For	Type	Starting Price	Location	Rating
VRGL.VA	Overall FA	Full VA	$1,599/mo	Philippines	4.9/5
Belay	US Premium	Full VA	$1,780/mo	US	4.8/5
White Glove	Marketing/Events	Specialty	$1,299/mo	Mixed	4.7/5
AdvisorAssistant	CRM Mastery	Specialty	$599/mo	Mixed	4.6/5
Paraplanner Virtual	Planning Support	Paraplanner	$800+/mo	US	4.8/5
MyOutDesk	Full-Time Value	Full VA	$1,188/mo	Philippines	4.5/5
Delegate Solutions	Relationships	Full VA	$840/mo	Mixed	4.6/5
FA Match	RIA Operations	Full VA	$1,499/mo	Philippines	4.5/5
Time Etc	US Admin	Full VA	$380/mo	US	4.5/5
Hubstaff Talent	Custom Hire	Marketplace	$8+/hr	Global	4.2/5
Smith.ai	Prospect Intake	Receptionist	$285/mo	US	4.5/5
Wing	Budget	Full VA	$649/mo	Philippines	4.2/5

Which Financial Advisor VA Should You Choose?

By Practice Type:

You Are…	Best Choice	Why
Solo RIA	VRGL.VA or MyOutDesk	Comprehensive, right-sized
Growing RIA (2-5 advisors)	VRGL.VA + Paraplanner	Full coverage
Ensemble Practice	VRGL.VA Enterprise	Scalable team
Heavy Marketing Focus	White Glove	Event/marketing expertise
Planning-Intensive	Paraplanner Virtual	Substantive planning support
CRM Challenged	AdvisorAssistant.io	CRM optimization
Budget-Conscious	Wing or MyOutDesk	Affordable full-time
Must Be US-Based	Belay or Time Etc	American VAs
High Prospect Volume	Smith.ai + VRGL.VA	Intake + operations

By Primary Need:

Your Biggest Challenge	Recommended Service
Client service overwhelm	VRGL.VA, Delegate Solutions
CRM is a mess	AdvisorAssistant.io
Need paraplanning help	Paraplanner Virtual
Missing prospect calls	Smith.ai
Marketing/events	White Glove
Custodian paperwork	VRGL.VA, FA Match
US-based requirement	Belay, Time Etc
Maximum budget	Wing, MyOutDesk
Client relationship touches	Delegate Solutions

By Budget:

Monthly Budget	Recommended Approach
Under $1,000	Wing, AdvisorAssistant Essentials
$1,000-$1,500	MyOutDesk, Delegate Solutions
$1,500-$2,500	VRGL.VA, FA Match, White Glove
$2,500-$4,000	VRGL.VA + Paraplanner, Belay
$4,000+	VRGL.VA Ensemble + specialists

Building Your VA Team:

For comprehensive coverage, consider combining:

Role	Service	Focus
Primary VA	VRGL.VA or MyOutDesk	Daily operations
Paraplanning	Paraplanner Virtual	Planning support
Call Answering	Smith.ai	Prospect intake
Marketing	White Glove	Events and campaigns

Implementing a Financial Advisor VA: Best Practices

Phase 1: Preparation (Weeks 1-2)

Technology Setup:

✅ Create VA user accounts in CRM
✅ Set up custodian platform access (as appropriate)
✅ Create VA email address
✅ Establish secure file sharing
✅ Set up communication channels (Slack, Zoom)

Documentation:

✅ Document client onboarding process
✅ Create meeting preparation checklist
✅ Outline CRM data entry standards
✅ List common client service requests
✅ Compile template library

Compliance Considerations:

✅ Execute NDA/confidentiality agreement
✅ Review compliance requirements
✅ Establish supervision protocols
✅ Document access controls

Phase 2: Onboarding (Weeks 2-4)

Training Priorities:

Your CRM system and workflows
Client service standards
Custodian platform basics
Communication protocols
Document organization

Start With:

Calendar management
Basic CRM data entry
Meeting scheduling
Email organization
Document gathering

Phase 3: Optimization (Months 2-3)

Expand Responsibilities:

Meeting preparation
Client onboarding
Account paperwork
Marketing support
Routine client communication

Communication Rhythm:

Frequency	Activity
Daily	Brief task updates
Weekly	30-minute planning call
Monthly	Performance review
Quarterly	Role expansion planning

Phase 4: Scale (Months 4+)

Consider Adding:

Paraplanning support
Call answering service
Marketing VA
Additional operations VA

Compliance Considerations for Financial Advisor VAs

Key Compliance Areas:

Area	Best Practices
Client Data	Limit access to necessary information only
Communication	Review and approve client communications
Marketing	Compliance review before publishing
Documentation	Maintain supervision records
Social Media	Pre-approved content only
Records	Proper retention and organization

What VAs Can and Cannot Do:

✅ VAs CAN	❌ VAs CANNOT
Schedule appointments	Give investment advice
Enter data in CRM	Make investment recommendations
Prepare meeting materials	Execute trades
Process routine paperwork	Make discretionary decisions
Send approved communications	Discuss performance without approval
Gather documents	Access client accounts unsupervised
Coordinate with custodians	Sign compliance documents

Supervision Requirements:

Establish clear task boundaries
Review client communications
Maintain access logs
Document supervision activities
Regular training updates
Annual compliance review

ROI Calculator: Financial Advisor VAs

Calculate Your Potential Benefit:

Step 1: Your Effective Hourly Value

Annual Revenue ÷ Annual Working Hours Example: $1,000,000 ÷ 2,000 hours = $500/hour

Step 2: Hours Lost to Admin Tasks (weekly)

Example: 15 hours

Step 3: Annual Lost Opportunity

15 hours × $500 × 50 weeks = $375,000

Step 4: VA Cost

Full-time VA: $2,000/month × 12 = $24,000

Step 5: Net Benefit

$375,000 – $24,000 = $351,000 potential benefit

Even recapturing 25% of that time for client development yields significant ROI.

Additional ROI Factors:

Factor	Impact
New clients acquired	Direct revenue growth
Better service = higher retention	Reduced attrition
More capacity	Larger book capacity
Improved work-life balance	Sustainability
Better client experience	Referrals

Technology Stack Integration

Essential Integrations:

System	Why It Matters	Top Platforms
CRM	Central hub for all client data	Redtail, Wealthbox, Salesforce
Calendar	Scheduling coordination	Calendly, Acuity, Outlook
Communication	Team coordination	Slack, Microsoft Teams
Documents	Secure file sharing	ShareFile, Box, Google Drive
E-Signature	Paperwork processing	DocuSign, Adobe Sign
Video	Client and team meetings	Zoom, Microsoft Teams
Planning	Financial plan data	eMoney, MoneyGuidePro
Custodian	Account operations	Schwab, Fidelity platforms

Workflow Automation Tips:

Use tools like Zapier or built-in automations to:

Auto-create CRM tasks after meetings
Trigger birthday email sequences
Alert when paperwork is completed
Update records across platforms
Send meeting confirmations

Frequently Asked Questions

Q: Are offshore VAs compliant for financial advisors?

A: Yes, with proper safeguards. Ensure NDAs, confidentiality training, limited access to sensitive data, and appropriate supervision. Many successful RIAs use offshore VAs for administrative tasks.

Q: Should my VA have securities licenses?

A: Generally no. VAs should handle administrative tasks, not registered activities. If you need licensed support, consider a registered assistant or paraplanner.

Q: Can my VA access client accounts at the custodian?

A: With proper authorization and supervision, VAs can have limited custodian access for operational tasks. Many custodians offer tiered access levels for different users.

Q: How do I ensure confidentiality with sensitive financial data?

A: Execute NDAs, provide confidentiality training, limit access to necessary information, use secure file sharing, and establish clear data handling protocols.

Q: What’s the difference between a VA, paraplanner, and registered assistant?

A: VAs handle administrative tasks. Paraplanners do substantive planning work (data input, plan creation). Registered assistants hold securities licenses and can discuss investments.

Q: How much can I realistically delegate?

A: Most advisors successfully delegate 60-80% of administrative tasks, including scheduling, CRM management, meeting prep, and routine client service.

Q: Will clients know they’re talking to a VA?

A: It depends on your preference. Many advisors introduce VAs as “client service associates” or team members. Transparency is generally appreciated.

Conclusion

Financial advisor virtual assistants have become essential infrastructure for wealth management firms in 2026. With advisors spending the majority of their time on non-revenue activities, VAs offer a proven solution to reclaim time, increase capacity, and ultimately serve clients better.

Our 2026 Top Picks:

🥇 Best Overall: VRGL.VA – Purpose-built for financial advisors 🥈 Best US-Based: Belay Solutions – Premium American VAs 🥉 Best for Planning: Paraplanner Virtual – Substantive planning support ⭐ Best for CRM: AdvisorAssistant.io – CRM optimization experts ⭐ Best for Marketing: White Glove – Events and marketing ⭐ Best Value: MyOutDesk – Affordable full-time

The Bottom Line:

Every hour you spend on administrative tasks is an hour you’re NOT spending with clients or developing new relationships. Financial advisor VAs let you be an advisor again—not an administrator.

Choose an industry-specialized service, start with high-impact tasks, and watch your practice transform.

Ready to Elevate Your Practice?

Select a financial advisor VA service, schedule a consultation, and start delegating this month. Your clients—and your AUM—will thank you.

Related Articles: