Financial Advisor Recruiting & RIA Talent Acquisition
Our financial advisor recruiting, RIA talent acquisition, and advisor team building services are designed to strengthen your firm with the right people—not just the right assets. We focus on cultural alignment and long-term success, helping you identify and attract advisors who share your values, fit your vision, and contribute to sustainable growth. With our strategic approach, you’ll build a team that’s equipped to serve clients effectively and grow with your practice.
Who This Serves:
- RIA firms seeking to add experienced advisors
- Growing practices needing operational and support team members
- Firms building specialized expertise in specific market segments
- Organizations planning succession through internal talent development
Service Levels:
Recruiting Approach:
Revenue-Based Advisor Placements:
- Standard Rate: 8% of the candidate’s trailing 12-month revenue
- Tier 1 Client Discounts:
- Strategic Foundation clients: 7% (1% discount)
- Strategic Growth clients: 6.5% (1.5% discount)
- Strategic Partnership clients: 6% (2% discount)
- M&A Advisory Retainer clients: 6% (2% discount)
Non-Revenue Role Placements:
- Operations, administrative, and support staff: 20% of first-year compensation
- Revenue verification through ADV filings, client attestation, or book verification
Comprehensive Service Process:
- Candidate Sourcing: Targeted search across our extensive industry network
- Cultural Assessment: Evaluation beyond just credentials and production
- Interview Coordination: Complete logistics management and scheduling
- Due Diligence Support: Background verification, reference checking, compliance review
- Negotiation Facilitation: Compensation structuring and terms discussion support
- Integration Planning: Onboarding strategy and transition management
What Makes Us Different:
- Focus on long-term cultural fit, not just short-term asset transfer
- An extensive network built over 25+ years across all channels
- Understanding of what makes advisor transitions successful
- Ongoing support through integration and onboarding process
- Transparent fee structure with client loyalty rewards
Expected Outcomes:
- Access to qualified candidates not actively searching
- Thorough vetting process reduces hiring risk
- Smooth integration with minimal business disruption
- Long-term team success and cultural alignment