Why Choose us

Financial Recruitment Partners

Financial Recruitment Partners is one of the top wealth management recruitment and consulting firms in the country.

We believe in truly partnering with our candidates and clients to fully understand their business, needs and goals, allowing us to successfully place top wealth management talent.

We pride ourselves in providing clients knowledgeable and experienced insights on viable options. With almost two decades of experience, Financial Recruitment Partners has perfected our process, but still understands and operates with the uniqueness every firm and financial advisor brings. Lastly, we have built a vast, reliable and reputable network.


We negotiate all the economics of the transition.


We provide other options or alternatives not considered prior.


We preserve anonymity and confidentiality.

Time Saving

We navigate the process, saving client’s time, effort and ultimately money.

Wealth Management

The Changing Landscape

In our almost two decades of experience, we have seen many changes in the wealth management industry, and we have been diligent on staying up-to-date if not ahead of the changes.

From a leveling of the playing field with the advancement of technology and platforms in the regional and independent space, to new business models being created allowing financial advisors ability to be independent, we can help navigate all the options in today’s, as well as tomorrow’s world.

Firms We Serve

  • Global financial institutions
  • Ultra-HNW boutique and private banking firms
  • Regional firms
  • RIAs and independent broker-dealers and their local OSJs/branches
  • RIA aggregators and service providers
  • Major custodial firms serving the RIA space


Meet Our Founder