Join the Premier Forum for Leaders & Managers of RIA Operations Teams.

Select Your Membership Level


$400 per year

HIFON Basic Includes:

  • Discussion Board Access
  • Private Vendor Webinars
  • Job Postings
  • Conference Discounts


$600 per year

Everything in HIFON Basic, plus:

  • Ops Forum Calls
  • Compliance Forum Calls
  • Wealth Planning Forum Calls
  • Member Firm Data
  • Document Sharing Archive
  • Ops Reference Knowledgebase


$800 per year
Open to firms with $1B+ AUM

Everything in HIFON Core, plus:

  • Exclusive Ops Forum Calls with other Billion Dollar+ Firms

Review Member Benefits


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.

Compliance Forum

Every other month we hold roundtable calls that address our current and most relevant compliance issues affecting us all. The simplest way to get (and stay) up to speed with compliance issues.

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.

Ops Blog & Calendar

The member-only newsfeed helps you keep up with all the industry news and events that impact operations professionals (without all the noise).