Get your firm back.
You became an advisor to guide people — not to chase paperwork at 9pm. We run the operations behind your firm, from first lead to back-office processing, so you can focus on advising clients.
Northstar Wealth
Operations · this week
Account transfers
8 of 8 settled this week
Client reviews
14 scheduled for this month
RMD deadlines
3 flagged for December
Quarterly billing
Reconciled · 0 exceptions
Hours handed back
this week
23h
Where do you fit?
Two ways we help.
For advisory firms
We run your operations
Fractional operations execution for RIAs — lead capture, ACATs, reviews, and back-office processing handled end to end.
For individuals & families
Looking for an advisor?
Tell us what you are planning for and we will point you to an advisory firm in our network. No cost, no obligation.
The Problem
You didn't sign up to run an operations department.
20+ hours a week, gone.
Tracking transfers, scheduling reviews, chasing tasks. That's time you can't spend with clients or growing.
Hiring is expensive and risky.
An operations manager runs $65K+ a year — then you train them, manage them, and replace them when they leave.
Things slip through the cracks.
A missed review or a stalled transfer can quietly cost you a relationship worth hundreds of thousands.
There's a better way. The problem was never you — it's that no one truly owns the operations.
Meet your operations team
We execute. You advise.
We become your operations department — a real team that owns the behind-the-scenes layer of your firm from day one. Nothing to learn. No one to manage. It's simply handled.
What we own
Three layers of your firm — handled end to end.
Lead & Prospect Management
Every lead captured, nurtured, and booked. You wake up to meetings already on your calendar.
Client Service Operations
Transfers tracked, reviews scheduled, meeting follow-ups executed. Nothing falls through the cracks.
Back-Office Processing
Distributions, beneficiary updates, RMDs, and forms — quietly handled. 20+ hours a week back in your schedule.
reclaimed every week
average transfer completion (vs. 8–10 industry standard)
client review completion rate
size of firms we run operations for
Why us
Built by operations experts, for RIA firms.
Speed
Processes designed by someone who's run thousands.
Precision
Compliance-tested workflows.
Technology
Automation built by operators, not marketers.
Results
Systems that are battle-tested.
Experienced across firms managing $50M–$500M in assets · Schwab, Fidelity, and Pershing platforms.
A note from the founder
"We don't guess at what works. We implement what we know works from years of doing it ourselves. SOS exists to take the operational weight off advisors — for good."
— Lucrece Valentin, Founder
Resources
Take the systems, even if you never take the call.
FAQ
Questions, answered honestly.
Still wondering if we're the right fit? Book a call — we'll tell you straight.
An in-house hire takes months to recruit, train, and integrate — and runs $65K+ a year plus benefits. We're a full team that's already trained on RIA operations. You skip the hiring, the managing, and the turnover.
Ready to stop managing operations yourself?
A fixed-scope, 30-day engagement that builds your operational foundation inside the CRM you already use.
No pitch. Just honest expert feedback.