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.