Platform-agnostic guidance for financial advisors exploring BD and RIA options. We work with 50+ firms and aren't beholden to any of them.
Most advisors explore platform options the same way: they get a call from a firm's recruiter, hear a pitch, and try to evaluate a 10-year decision in 90 minutes.
The problem isn't the firms. Most of the platforms CSG works with are genuinely good. The problem is that every conversation you have is filtered through someone whose job is to get you to sign - not to find you the right home.
We built CSG to fix that. Our 6C Framework evaluates every firm across six dimensions that actually predict long-term success. Weighted based on what matters to your practice, not what looks best in a pitch deck.
CSG earns a placement fee from the receiving firm when a transition is complete. That fee is the same regardless of which firm you choose.
We maintain active relationships with 50+ independent BDs and RIAs. Most advisors evaluating a move see two or three options. We show you the full market.
No retainer, no consulting fee, no split of your transition package. Our fee comes from the receiving firm after your first day.
The 6C Framework starts where advisor satisfaction actually comes from.
What it feels like to work there. Leadership philosophy, autonomy, values alignment.
Who surrounds you. Peer collaboration, training resources, practice management support.
How well the firm's strengths map to your practice. Client demographics, niche expertise.
The operational infrastructure behind the promise. Technology, back-office, compliance.
Total economics - not just payout. Transition structure, ongoing grid, hidden costs.
Succession programs, equity opportunities, acquisition financing, growth investment.
A private 30-minute call. We learn your practice and priorities.
We map your priorities and weight them to filter every firm we evaluate.
You meet firms that align - and talk to real advisors at each one.
Economic modeling, negotiation, and 180 days of post-placement support.
Five minutes. Instant results. 100% anonymous. No email required.
Start the 5-Minute Alignment Check