Financial Advisor Placement, Advisor team lift-outs, Broker Dealer and RIA sales and succession solutions for wealth-management Advisors of every size.
You have worked hard building your practice. Now that you are considering a move to a new firm, put your hard work in the hands of a trusted placement professional.
We manage the entire recruitment lifecycle: analyzing your book of business, identifying which broker-dealers or RIAs match your practice model, coordinating interviews, and negotiating your offer line by line. You gain access to market intelligence about firm cultures, payout grids, and transition support you could not gather on your own.
The value compounds when you consider the stakes. CFP Board research on advisor career transitions shows that moving firms without proper guidance risks client disruption and revenue loss. We mitigate that risk by managing the process strategically.
Confidential, targeted placement for experienced financial advisors, planners and wealth managers to broker dealers, RIAs, and banks.
Recruit a proven group of advisors together to enter a new market or launch a new office.
Connect retiring advisors with well-matched successors so practices and client relationships continue seamlessly.
Source and vet acquisition opportunities that grow your assets under management and extend your reach.
Independent, market-tested insight on compensation, incentives and equity so your offers are competitive and fair.
Confidential career representation for advisors exploring their next move — with honest advice at every step.
Advisory on practice acquisitions, mergers and strategic combinations across the wealth-management industry.
We meet to understand your practice, your requirements in your new firm, and your goals and objectives.
We map the market, approach firms discreetly and make the introduction. We are with you through the whole process. We Obtain multiple offers.
We manage offers, and provide impeccable guidance through the selective placement process. We get you engaged with the transition team for a smooth transition!
Tell us about your your practice and we will recommend the right search — with no pressure and no obligation.
Specialist recruitment for the wealth-management industry, connecting firms with exceptional financial advisors since 2004.
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