Our team places top talent with wealth management focused RIA’s and Multi-Family Offices nationwide

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According to a recent survey by Cerulli Associates, there are just under 800 wealth management focused RIA’s and Multi-Family Offices with over 1 Billion in assets under management across the country. Most of the major geographical regions have about eighty to a hundred firms within the surrounding area that serve as their primary competition as well as potential hunting grounds for their ideal next hire.

Your hands-on culture and entrepreneurial spirit are what have enabled your successes until this point and its critical to future growth, to partner with a search firm who understands not only the competitive landscape, but also how to differentiate “A” players in the RIA and Multi-Family Office arena.

We positively impact the growth trajectories of our clients by locating, attracting and onboarding top talent from your competition, whether you’re looking for a C-level professional, an portfolio manager, a client facing advisor or subject matter expert.

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