Our Story

Waves Advisory Group was born out of a desire to bring clarity, connection, and character back into the recruiting process, especially in an industry where relationships matter most. After a decade of experience in recruiting across various sectors, we recognized a glaring need within the wealth management space: boutique firms were struggling to find the right people - those who not only had the skills but shared their values, culture, and long-term vision. Waves Advisory Group was launched to meet that need.

We don’t believe in transactional recruiting. We partner with boutique RIAs and wealth management firms to help them build meaningful, enduring teams. That means diving deep into who you are as a firm, what makes your culture unique, and what kind of people will not only thrive in your environment but also elevate it. Our mission is to make hiring personal again.

At Waves, success isn’t placing a resume. It’s helping a firm land a future leader. It’s watching a new hire grow into a trusted advisor. It’s hearing that your clients love the person we helped you bring on board. That’s why we do what we do, and that’s why we’ll never stop striving to be the trusted advisor behind the advisors.

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Who We Help

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What Success Looks Like

We partner exclusively with boutique wealth management firms and Registered Investment Advisers (RIAs) that are serious about building high-performing, values-aligned teams. Our clients typically manage between $200 million and $5 billion in assets and operate with teams ranging from 5 to 75 professionals, either in a small family office or offices that span multiple locations. These are independent firms that pride themselves on delivering a white-glove client experience and cultivating long-term, multigenerational relationships.

Whether you're a founder-led firm planning for succession, a growing RIA looking to scale with the right people, or a multi-office practice seeking to deepen operational excellence, we bring you candidates who match more than a job description - they match your mission. We understand the unique pressures boutique firms face: finding the right cultural fit, protecting client relationships, and hiring with confidence when every seat on your team matters.

Our clients don’t need hundreds of resumes. They need the right one. That’s why they come to us.

At Waves Advisory Group, success isn’t measured by how many roles we fill. It’s measured by the long-term impact of every placement we make. We’re not interested in transactional hires that check a box. Our goal is to help you build a team that strengthens your client relationships, reinforces your culture, and drives your business forward.

Success is helping a boutique firm find a next-gen advisor who integrates seamlessly into the team and becomes a future partner. It’s placing a client service professional who not only handles the day-to-day flawlessly, but also becomes the person your clients trust and rave about for years. It’s introducing a Director of Operations who creates the systems that free up your leadership to focus on growth, or helping an RIA bring on a rainmaker who adds millions in new AUM and energizes the entire office.

We take pride in hearing, months or even years later, that the candidate we placed is now a critical part of the firm’s success story. That’s the standard we hold ourselves to because our clients deserve more than just a resume. They deserve the right person.

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Josh Walker - Founder

Meet the team

Josh Walker is the founder of Waves Advisory Group, a recruiting firm dedicated to helping boutique wealth management firms build high-performing, values-aligned teams. With over a decade of recruiting experience, he brings a personal, relationship-driven approach to every search, focusing on cultural fit, long-term impact, and strategic growth. Josh is based on the Gulf Coast of Florida, where he lives with his wife and daughters. Outside of work, he enjoys spending time with his family, participating in anything competitive, being outdoors, and serving at his local church.

Conner Byrne is a results-driven Recruiting Advisor with a strong background in finance and strategic sales. A former Division 1 lacrosse captain, he brings a competitive edge, leadership mindset, and disciplined work ethic to every client interaction. Conner has led large-scale merchant acquisition initiatives, negotiated high-value contracts, and consistently driven revenue growth through relationship-building and strategic outreach. At Waves Advisory Group, he plays a key role in helping boutique wealth management firms connect with top-tier talent, ensuring every placement aligns with the firm’s long-term goals and culture.

Conner Byrne - Recruiting Advisor

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