For financial advisors & teams

Find the firm that fits the practice you've built.

Whether you're quietly curious or ready to move this year, we'll map your options, make confidential introductions and help you compare the real numbers.

Start My Confidential Search Compare an Offer

Why advisors call us

The most common reasons advisors start a search

Payout & economics

You produce more than your payout reflects, or your grid keeps changing. We show you what comparable firms pay and how the deals are structured.

Independence & control

You want to own your client relationships, choose your technology or build equity. We explain the independent and RIA paths honestly.

Platform, culture & support

Management changes, product limits or thin support staff are getting in the way of serving clients. We find firms that fix the actual problem.

Anonymous process

Explore the market without anyone knowing it's you

We offer a fully anonymous process. Firms see a blind profile first: your book, your goals and your market, with no name and no current firm. You reveal yourself only when you're ready, and only to the firms you choose.

Start My Anonymous Search Read our confidentiality promise

Blind profile
We share approximate details only: book size, firm type, region and what you want. No name, no firm.
Firms raise their hand
Interested firms tell us what they'd offer someone with your profile.
You decide who learns your name
Reveal yourself to one firm, several or none. Walking away costs you nothing.

Thinking about a move, even quietly?

A confidential conversation commits you to nothing.

Talk to a Recruiter

What we do for you

Placement support from first call to first day

You keep running your practice. We do the legwork of finding, screening and comparing the firms.

Confidential market mapping. Which firms and models fit your book, your clients and your goals.
Anonymous process. Firms see a blind profile first, and your name stays private until you choose to meet a firm.
Offer comparison. Upfront, back-end, payout grid, deferred comp and what you leave behind, all on one page.
Team moves. Partners, junior advisors and support staff planned as one move.
Transition planning. Timing, notice periods and client communication questions to raise with the new firm and your own counsel.
Independent and RIA launches. Help weighing affiliation models, custodians and support partners.

Who we place

Advisors we typically work with

Wirehouse advisors

Exploring independence, a boutique firm or a better deal at another national firm.

Independent advisors

Changing broker-dealers, moving to an RIA or adding a hybrid structure.

Bank & insurance advisors

Moving into a full-service or independent platform with more flexibility.

Teams & ensembles

Moving a multi-advisor practice, including staff and a succession plan.

See Where I Fit Compare firm models

Our promise

Your search stays anonymous

Anonymous by design

Firms see a blind profile only. We never share your name or current firm without your explicit go-ahead.

No client data needed

Approximate assets, production and goals are enough to start. Never send client lists.

No obligation

Exploring doesn't commit you to anything. Plenty of advisors decide to stay, and that's fine.

Your next chapter

The right firm is out there. Let's find it quietly.

Wirehouse, regional, independent or RIA: we map the options that fit your book and goals, without anyone knowing it's you.

See Where I Fit

FAQ

Financial advisor recruiting questions, answered

Ask a Recruiter

What does a financial advisor recruiter do?

A financial advisor recruiter helps advisors explore and move to a new firm. That means mapping which firms and models fit your practice, making confidential introductions, helping you compare transition offers and keeping the process on track until you start at the new firm.

How do financial advisor recruiters get paid?

In the advisor recruiting industry, recruiters are typically paid by the hiring firm when a placement is made, rather than by the advisor. Ask any recruiter you work with to explain exactly how they are compensated.

How much is my book of business worth to a new firm?

Transition packages are usually quoted as a multiple of trailing-twelve-month (T12) production, but the real value depends on the mix of upfront, deferred and contingent money, how much of your book moves and the payout afterwards. Our offer comparison tool helps you see the difference.

Can I explore a move without my current firm finding out?

Yes. Searches are confidential. We share your identity with a firm only when you approve a specific introduction.

Should I go independent or stay at a wirehouse?

It depends on how much control you want, your revenue mix, your appetite for running a business and your clients' needs. See our firm model comparison, or talk it through with a recruiter.