Wealth management firms and RIAs win or lose on trust, retention, and repeatable processes. I work with $500M+ AUM firms to place Financial Advisors, Portfolio Managers, and compliance and operations leaders who can deepen client relationships while keeping you exam-ready and scalable.
How I help advisory firms
- Calibrate talent from wirehouses, independents, and banks who can thrive in an RIA or multi-family office model.
- Balance production, planning depth, and cultural fit so new hires grow AUM without disrupting existing client relationships.
- Run targeted, discreet searches that respect regulatory and brand constraints while moving fast enough for competitive hires.
Roles we fill
- Financial Advisors / Wealth Advisors and Senior Relationship Managers.
- Portfolio Managers and investment leadership supporting model portfolios and custom mandates.
- Chief Compliance Officer, compliance managers, and regulatory operations.
- Director of Operations, client service leaders, and key support for founder/lead advisors.
Where we focus
- Independent RIAs, hybrid firms, and wealth managers typically north of $1B AUM.
- Firms serving HNW and UHNW households that need to professionalize teams without losing their boutique feel.
Scaling a wealth management or RIA team?
Share the role—Advisor, PM, or Compliance—and I’ll tell you in 24 hours if it’s in my strike zone and what the market looks like.”