For broker-dealers, RIAs & branches
Hire advisors who fit, and who are actually interested.
Tell us who you're looking for. We find experienced, producing advisors and teams who match your platform, then make introductions only when there's mutual interest.
Searches we run
Advisor hiring, from one producer to a whole branch
Experienced advisors
Producing advisors with an established book who match your client profile, product set and culture.
Teams & branch builds
Multi-advisor teams, branch leaders and the advisors to open or grow a market.
Successors & partners
Next-generation advisors for succession plans, plus partners for growing practices.
Have a seat to fill?
Share the profile. We'll tell you honestly what the market looks like.
How we search
A shortlist, not a stack of résumés
Define the profile
Book size, client type, licenses, geography, culture and the deal you're prepared to offer.
Anonymous outreach
We approach advisors discreetly and gauge real interest before naming your firm. Your search can stay anonymous too.
Qualified introductions
You meet advisors who've been screened for fit and motivation.
Offer & onboarding
We help keep both sides aligned through the offer, notice period and transition.
What you get
Why firms work with a placement agency
The best advisors usually aren't job hunting. Reaching them takes discretion, relationships and time your managers don't have.
Discuss My Hiring Goals- Access to advisors who aren't actively on the market
- Candidates screened for book quality, compliance history signals and cultural fit
- Market feedback on your deal and platform before you lose a candidate
- One point of contact from first call to start date
- Anonymous searches: we gauge advisor interest before naming your firm
- Advisors for SPV and private-market product lines, matched on licenses and client base
- Confidential searches for sensitive or replacement hires
For hiring firms
Reach the advisors who aren't on the market.
Confidential, one-to-one outreach to producing advisors and teams who fit your platform.
Start a Hiring SearchHow do you find advisors who aren't actively looking?
Most experienced advisors aren't on job boards. We reach them through confidential, one-to-one outreach, and we only name your firm once an advisor shows genuine interest.
What kinds of advisor searches do you run?
Experienced producing advisors, multi-advisor teams, branch builds, successors for retiring advisors and partners for growing practices.
Are searches confidential for the hiring firm?
Yes. We can run confidential searches, including replacement hires and new-market expansion, without publicly naming your firm.
What should we prepare before starting a search?
A clear advisor profile, your platform and support story, your transition deal parameters and decision-makers who can move quickly. Our guide for firms covers this in detail.
Get started
Tell us who you want on your team.
Share the role and market. A recruiter will follow up to scope the search.
- Anonymous process: your name stays private until you choose
- Approximate figures only. No client records
- No commitment, exclusivity or obligation
Prefer the full brief? Use the 4-step inquiry.
Thank you. Your inquiry is in, and it stays private.
A recruiter will review it and reach out personally. Your details stay private.