Leah Yosef International
Leah Yosef International

Private Wealth &
Investment Management

Private Wealth & Investment Management

Recruiting & executive search

Recruiting &
executive search

We Deliver Premier Talent

We Deliver Premier Talent

to RIA’s, Single Family & Multi-Family Offices Nationwide.

to RIA’s, Single Family & Multi-Family Offices Nationwide.

“I have worked with Yosef for many years and he has been an instrumental part of bringing amazing new members to our team…”
MICHAEL KROL, Head of Wealth Advisors,
Business Development and Planning at Waldron Private Wealth

61 DaY

turnaround

Our team’s dedication and streamlined processes led to an impressive average time of just 61 days to fill retained searches.

92%

retention rate

We take pride in our partnerships and are thrilled to share that 92% of our placements choose to stay for two years or more.

80%

1st interviews

80% of our submissions land first interviews on retained searches. We understand the importance of a strong start in the recruitment process.

$4B

AUM MOVED

A testament to the caliber of professionals we bring to your team! We facilitated the movement of over $4 billion in Assets Under Management, connecting top-tier talent with firms poised for success.

Our Specialties

Investment Management, Private Asset Management, Investment Advisory, RIA, Single Family Office, Multi-Family Office, High Net Worth Wealth Management, and Ultra-High Net Worth Wealth Management.

Our Mission

To partner with client-centric fiduciaries to grow their businesses through an efficient on-boarding process which produces long-term retention of motivated and talented investment management recruiting professionals.

Global Network

Leah Yosef International, Inc. is a proud member of the Sanford Rose Associates® network of offices and is recognized as a Top 10 Retained Executive Search Firm in the US/Americas.

Industry Insights

  • Why Advisors Leave RIAs (And How to Retain Them)

    When an advisor leaves, leadership teams often assume the issue was compensation. Sometimes that’s true. More often, compensation was just the easiest thing to point to on the way out. In our conversations with advisors ...

  • When an RIA Needs a COO

    A lot of RIAs wait too long to hire operational leadership. That’s understandable. In founder-led businesses, operations often gets handled by whoever is most capable and willing to absorb the complexity. Usually the founder. Sometimes ...

  • How to Structure Leadership at $1B+ AUM

    Crossing $1B AUM is a meaningful milestone. It’s also where leadership design starts mattering much more. A surprising number of RIAs reach this stage with leadership structures that are still highly founder-dependent. That’s not necessarily ...

Leah Yosef International

Senior Talent for Growth-Focused Firms

We place proven leaders and top-performing professionals who help RIAs strengthen succession, scale advisor capacity, and drive growth—without compromising culture.