Platform-agnostic recruiting that aligns your practice, team, and goals with the optimal BD or RIA using our 6C Continuum Framework™.
You don't need the loudest offer. You need the firm that aligns with how you want to serve clients for the next two decades.
Rick helped me see past the signing bonus and focus on what really mattered for my practice long-term. Best career decision I've made.
— Financial Advisor, transitioned from wirehouse to independent RIA
You never pay. The hiring firm covers our fee. Our only incentive is your long-term success.
A systematic methodology to ensure nothing gets overlooked. Learn more →
We optimize for where you'll thrive for two decades, not just who writes the biggest transition check.
Explore your options without pressure. Your current firm never knows unless you decide to move.
Across wirehouses, RIAs, regionals, and independents - we know who delivers and who doesn't.
20+ years recruiting high-producing advisors—from Fortune 40 firms to VP of Business Development at Kestra Financial. That experience shaped one conviction: advisors deserve someone in their corner.
A proven process designed to find your perfect match without the pressure or guesswork.
We start with a no-pressure call to understand your practice, priorities, and what's driving your exploration.
We map your situation against our framework to identify what matters most and where the gaps are.
Precision introductions: only firms that align with your 6C profile.
When you're ready, we guide you through due diligence, negotiation, and the move itself.
A confidential 30-minute conversation costs you nothing—but could change everything about your next 20 years.