For Wealth Management Firms, Independent Advisors & RIAs
Experienced Advisor Recruiting
Experienced Advisor Recruiting
Experienced Advisor Recruiting
With contingency contracts, we take the time to understand your firm and ideal advisor. We will create a comprehensive profile that highlights your value proposition and key differentiators in the marketplace, as well as your geographical areas of focus.
Our contingency agreements are success-based, which means you only pay our fee only when your firm hires one of our candidates.
Support Staff Placements
Experienced Advisor Recruiting
Experienced Advisor Recruiting
Need a Registered CSA?
No problem. We source, vet, and present highly qualified Registered Client Service Associates who fit your firm’s culture, business model, and client service expectations.
Through our national network of experienced professionals, we identify candidates with the right licensing, product knowledge, and attention to detail to support complex advisory practices.
Strategic Business Consulting
Experienced Advisor Recruiting
Strategic Business Consulting
For independent advisors and RIAs, we provide business and practice management consulting to accelerate their growth and strengthen enterprise value.
Our consulting focuses on value acceleration, succession readiness, and leadership development, while improving team dynamics and communication. Whether optimizing for growth, preparing for a sale, or building a lasting enterprise, we guide advisors to achieve sustainable success.