ROffice is a fractional administrative support firm dedicated to providing financial advisors, broker dealers, OSJs, and RIAs with access to skilled industry professionals who can work on a full-time or part-time hourly basis to complete tasks associated with running a successful financial services practice.

Our service offerings include virtual assistance (CSA), outsourced compliance, fractional office management, bookkeeping, paraplanning, transition support, data preparation & manipulation, and firm-level transition consulting.

Our team of experienced service providers has been vetted and is available to help your firm grow with intention, scale with confidence, and staff accordingly.  Whether you're needing an immediate full-time team member, or a part-time, hourly admin, we've got you covered. 

Visit our website to meet our team of service providers and read about our offering, or reach out to schedule a free consultation to learn more. We look forward to hearing from you!

ROffice

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ROffice

Org chart

Teams

Offices

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