Financial Advisor (Registered Investment Advisors)

Job Openings Financial Advisor (Registered Investment Advisors)
About the job Financial Advisor (Registered Investment Advisors)

Are you a seasoned financial advisor with a successful book of business looking for better support, succession planning, or growth opportunities?

We are seeking experienced Registered Investment Advisors (RIAs) and Wealth Advisors who manage a minimum of $30M AUM and are open to exploring new partnerships that provide enhanced back-office support, growth opportunities, and succession planning.Why Consider a Transition?
• Many independent advisors struggle with growing compliance demands, operational inefficiencies, and succession planning.
• By partnering with the right firm, you can Retain the majority of your earnings while gaining access to top-tier support.
• Reduce administrative burdens so you can focus on clients and business growth.
• Scale your practice faster through acquisitions, marketing, and operational backing.
• Plan for the future with structured succession planning and exit strategies.
• Join a well-respected firm offering world-class resources, office space, and technology.
Ideal Candidate Profile:
• Registered Investment Advisor (RIA) or Wealth Advisor
• Minimum $30M AUM under management
• Located in North America
• No recent terminations, non-compete, or non-solicit restrictions
• Looking for a better support structure, growth strategy, or succession plan
Your Options:

We work with leading broker-dealers, RIAs, private wealth firms, and banks across the U.S. to match advisors with the best possible structure for their business goals. Whether you want growth, operational support, succession planning, or a higher business valuation, we can help.

Lets discuss where you are in your business and what the ideal future looks like for you. Contact us today to explore your options.