Partner with us to find advisors who truly align with your firm
Quality placements built on genuine alignment, not just production numbers
We're developing strategic relationships with select broker-dealers and RIAs who share our commitment to advisor success.
We use our proprietary 6C Framework™ to systematically evaluate advisor-firm alignment across Culture, Community, Compatibility, Capability, Compensation, and Capital.
This means you receive introductions to advisors who genuinely align with your firm's strengths—not just whoever is willing to make a move.
Deep relationships with firms across wirehouses, regionals, independent BDs, and RIAs who are committed to long-term advisor success.
We focus on high-producing advisors ($250M+ AUM, $500K+ production) who are genuinely exploring their next 20-year home—not opportunistic movers.
Our 6C Framework ensures advisors we introduce are evaluating your firm across all dimensions—not just leading with compensation.
We stay engaged for 180 days post-transition, ensuring successful onboarding and reducing early attrition risk.
We're in active conversations with broker-dealers and RIAs who are looking to attract high-quality advisors through a differentiated, framework-driven approach.
If you're interested in exploring a partnership, we'd love to connect.
Let's discuss how we can help you attract advisors who genuinely align with your firm's strengths.
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