Results & Insights

Our work speaks through the placements we make and the firms we help build. Below is a selection of representative searches across advisory, operations, and leadership roles within the wealth management industry.

Here are just a few roles we've recently filled for boutique wealth management firms and RIAs.

• Client Service Associate — $600M AUM Firm

• Operations Associate — $1B AUM Firm

• Client Concierge — $400M AUM Firm

• Relationship Manager — $2.5B AUM Firm

• Lead Conversion Specialist — $900M AUM Firm

• Financial Planner — $2.3B AUM Firm

• Paraplanner — $700M AUM Firm

• Paraplanner — $650M AUM Firm

• Financial Advisor — $1B AUM Firm