We recruit the advisors and teams who bring their book with them, for RIAs, independents, and the platforms acquiring them.
You're not just hiring an advisor. You're moving a book.
The advisors and teams worth recruiting are already producing somewhere else, and they don't answer job posts. The pool is small and deeply networked, everyone knows everyone, and the whole move turns on one question: does the book come too?
We know this market from the inside. We map the advisors and teams who fit, at the wirehouses and the firms that look like where you're headed, approach them quietly, and make the case for the move, the economics, the independence, the upside, without anyone's current firm finding out.
We run everything from a single senior hire to a full team lift-out, fifty-plus advisors moving at once out of Merrill, Morgan Stanley, UBS, and the rest, with the discretion the move demands.
Before anyone moves, we pressure-test whether the clients follow. No book, no hire.
Advisors can't be seen looking. Nobody, their firm included, knows until it's done.
Garden leave, protocol, repapering clients. We've run the mechanics, so nothing stalls the move.
Performance-based. We're paid when the advisor lands and the book follows.
We recruit advisors, teams, and the leaders who build the firm around them.
Advisors
The producers who own the relationships.
Teams & lift-outs
Whole practices that move at once.
Firm leadership
The people who run the firm.
Operations & compliance
The bench behind the book.
Tell us the seat, or the team. We'll bring you the advisors already producing somewhere else.
Start the conversation →