Guiding Top Advisors Through Their Next Move

Transition. Launch. Sell.

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Whether you're considering a move to a new firm, launching your own RIA, or preparing to sell the business you've built, Club Level Consulting helps you understand your options, evaluate the economics, and navigate what comes next.

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Years Guiding Advisors

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Firms in Our Network

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Advisor Transitions & Transactions

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Advisor Transition Fees

What’s Your Next Move?

TRANSITION

Find the Right Firm. Make the Right Move.

Explore your options, compare opportunities and firm capabilities, negotiate your deal, and navigate your onboarding process with confidence.

EXPLORE TRANSITIONS
LAUNCH

Build the RIA You Actually Want to Own.

From structure and economics to custodians, compliance, technology, and transition planning, we help you build the right RIA from the ground up.

EXPLORE RIA LAUNCHES

SELL

Maximize the Value of What You've Built.

Understand your value, evaluate buyers and deal structures, negotiate the right terms, and navigate your sale with confidence.

EXPLORE PRACTICE SALES

How it Works

01
Step 1: Explore

Step 1: Explore

Clarify your vision, goals, and the opportunities available to you.

02
Step 2: Evaluate

Step 2: Evaluate

Compare firm capabilities, economics, and the long-term fit for your business.

03
Step 3: Navigate

Step 3: Navigate

Negotiate the right terms and prepare for every detail of the transition.

04
Step 4: Execute

Step 4: Execute

Move forward with confidence and support through implementation and onboarding.

TESTIMONIALS

What Our Clients Say

"Making the decision to move a team of 14 advisors managing over $2 billion in assets is not something you take lightly. What set her apart was the hands-on involvement from day one. If you’re a financial advisor or team considering a move, I can’t recommend Maria highly enough. She doesn’t just recruit. She partners with you through the entire journey."

Tom Rapp, Co-Founder
Greenberg & Rapp Team
Raymond James Financial Services

"My experience in working with Maria was nothing short of life-changing. When I really needed guidance, she stepped in and made a real difference."

Wai Kee Chan
Founder | WKC Wealth Management
Independent Financial Group

"Maria was responsive and holistic in helping me vet out the 16 attractive opportunities that were brought to me. She helped me weigh out the pros and cons of each wealth management firm recruiting me with a balanced perspective which allowed me to trust her process and judgement!"

Andrew Low
Private Wealth Advisor
Managing Director - Investments
Wells Fargo Private Wealth

"Maria was amazing and absolutely instrumental in helping my team and I create are own RIA firm. She is the best in the business!"

Mario Veneroso, AIF®, CRPC®, J.D.
CEO | Managing Partner
Veneroso Wealth Management

“Maria has become a trusted resource for me. I’m not looking to make a move today, but she has helped me understand the landscape, the different models available to me, and what my options could look like when the time is right. I feel much better educated and prepared to make an informed decision if and when that day comes. There’s never any pressure…just good information, perspective, and someone I know I can call when I need her.”

Advisor
Currently at a Wirehouse

Read Full Reviews Here
Maria Kutscher

Maria Kutscher, CFP®, CFA®, CPWA®, CEPA®
Founder & CEO

RIA Founder/Advisor • Complex Manager • Recruiter • M&A Consultant

THE BIGGEST MOVE OF YOUR CAREER DESERVES MORE THAN INTRODUCTIONS.

Why Club Level Consulting

Advisors spend their careers helping clients make important financial decisions. But when the decision involves their own business, the choices and the stakes are far greater.

I’ve spent nearly 40 years in the wealth management industry helping advisors grow, move and build their practices. Along the way, I saw the same challenge repeatedly: firms, platforms and buyers navigate these decisions every day. Most advisors may make them only once or twice in a career.

That’s why I founded Club Level Consulting: to put that experience, knowledge and perspective on the advisor’s side of the table.

With access to more than 300 firms and solutions across the industry, we help advisors understand their options, evaluate the economics, negotiate from an informed position and navigate the details, whether they’re looking to transition, launch or sell.

Questions Advisors Ask Us

YOUR NEXT MOVE

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Insights for Your Advisor Business

Stay connected with Club Level Consulting for insights, advisor success stories, practice ideas and more -- created for financial advisors navigating the opportunities and decisions that shape their businesses and careers.