We Source, Identify, Place and Optimize Top-Tier Talent
Executive Recruiting
At Waves Advisory Group, we provide high-touch, values-driven recruiting services exclusively for boutique wealth management firms and RIAs. Our approach goes far beyond matching resumes to job descriptions. We specialize in identifying and engaging top-performing, passive candidates - those who aren’t actively applying but are the best cultural and strategic fits for your team. Whether you’re hiring a client service associate, financial advisor, operations lead, or executive leader, we bring deep industry insight, a robust referral network, and a proactive outreach process that prioritizes long-term alignment over short-term placement. We take the time to understand your firm’s mission, growth goals, and team dynamics so we can deliver candidates who not only meet the technical requirements but also embody your values and enhance your client experience. From initial intake to final offer, our process is collaborative, consultative, and focused on helping you grow with confidence.
Mergers & Acquisitions
In addition to recruiting, Waves Advisory Group facilitates strategic introductions for mergers and acquisitions within the wealth management space. We connect like-minded firms. Whether you’re looking to grow through acquisition, plan for succession, or explore partnership opportunities. Our deep industry relationships and understanding of cultural fit allow us to align firms with shared values, vision, and long-term goals, ensuring a smooth and strategic transition.