Independent Advisors

Employee Advisors

Managers – both Producing and Non-Producing

Breakaway Advisors – those wishing to start their own RIA or Plug-In

Bank Advisors, Wealth Advisors and Private Client Advisors

Mergers and Acquisitions

Succession Planning

No matter what your structure or specialty we are equipped to help you identify your best next step. We are fluent in the RIA, Broker-Dealer and Hybrid space.

If you have a revenue-producing book of business and are no longer satisfied with your current environment we are here to help.