Financial Advisor Placement Services
The Coveted Financial Advisor Placement FIRM
Placing Financial Advisors
With the Best Broker Dealers and RIAs Nationwide.
Financial Advisor Placement Services is a specialist search firm that places financial advisors with the best wealth-management firms nationwide.
Who We Are
Specialists in advisor recruitment
Financial Advisor Placement Services is a boutique recruitment firm dedicated to the wealth-management industry. For over 18 years we have helped firms build high-performing advisory teams and helped advisors take the next step in their careers. This is at no cost to the advisor!
We combine deep market knowledge with C level connections with a discreet, consultative approach — so every introduction is selective.
What We Do
Recruitment services built for wealth management
From a single placement to a full team build-out, we help you find and secure the broker dealers and RIAs who will grow your business. We represent the largest broker dealers to the smallest boutique wealth management firms. This is at no cost to the advisor.
Financial Advisor Placement
Confidential, targeted search for experienced financial advisors and wealth managers with a highly selective and guiding approach.
Advisor Team Placement
Place whole advisory teams or lift out a proven group to launch a new office, channel or market.
Succession & Transitions
Help retiring advisors find the right successor, and help firms acquire established, high-quality practices.
Why Us
The coveted placement partner for top Financial Advisors
1,200+
Advisors placed
100+
Firms partnered
18+
Years in search
92%
Placement retention
Placements
Where our advisors land
We place experienced advisors across every corner of the wealth-management market — from the largest wirehouses to the smallest boutique independent firms.
Wirehouses
Senior advisor and team moves with the largest national firms.
Independent Broker-Dealers
Placements with independent B/Ds and hybrid advisory models.
Regional Broker-Dealers
Coverage across regional firms and their branch networks.
Independent RIAs
Advisors joining, building and growing independent advisory practices.
Private Banks & Trusts
Wealth advisory roles within private banking and trust divisions.
Family Offices
Hires for single- and multi-family offices and their investment teams.
Ready When You Are
Please Call Today to Find Your Next Firm.
Please call for a confidential, no-obligation conversation.
FINANCIAL ADVISOR PLACEMENT SERVICES
Specialist recruitment for the wealth-management industry, connecting exceptional financial advisors with firms since 2009.
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