Are you an established Financial Advisor ready to scale your business, reduce operational burden, or prepare for a succession plan?

We are actively seeking experienced Financial Advisors and RIAs with a managed book of business ($30M+) to join a leading wealth management team with offices across the U.S.

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You may be a fit if you:

• Currently manage $30M+ in client assets

• 20+ years of industry experience

• Operates independently or within a small team

• Open to joining a larger practice or transitioning toward retirement

 

Why Advisors Are Joining Our Client:

🔧 Streamlined Operations & Compliance Support
Regulatory burdens and back-office management are time-consuming. Our clients offer turnkey infrastructure—including compliance, marketing, and administrative support—so you can spend more time advising clients and less on paperwork.

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📈 Growth Without the Growing Pains
Whether you’re a solo advisor or a small team, you’ll gain access to scalable growth strategies, enhanced branding, and marketing resources. Some firms even offer acquisition strategies to rapidly increase AUM and drive enterprise-level growth.

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🏢 Professional Environment
Work in Class A office spaces with modern technology, shared services, and a professional team that elevates the client experience.

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🔁 Succession & Exit Planning
If you’re thinking about retirement, our partners provide structured succession plans—including buyouts and transition strategies that ensure your clients are well-served and your legacy is preserved.

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💼 Keep More of What You Earn
Maintain the majority of your income while gaining a robust support team. You’ll no longer be in business alone but will retain control over client relationships and investment decisions.

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🏦 Industry-Leading Platforms
Join forces with a respected institution that supports 22,000+ advisors and over 4.5 million investors.