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  • Diamond Consultants - Financial Advisor Recruiters
    Re-imagine your future.
    The landscape has changed—dramatically. It may be time to get familiar with the new terrain.
    Learn more...
  • Diamond Consultants - Financial Advisor Recruiters
    Challenge your assumptions.
    You may be wondering if there's a better way to serve your clients and your future. And there very well could be.
    Learn more...
  • Diamond Consultants - Financial Advisor Recruiters
    Energize your growth.
    Sometimes it takes a different approach to get different results. The good news is you can move beyond the status quo.
    Learn more...

Sometimes you need to stop and take an objective view of your business life. Can you enhance the client experience? Gain greater control? Maximize the value of your businesses and optimize growth?

As one of the nation’s leading financial advisor recruiting firms, we’re known for helping advisors like you dig deep and find the answers to those questions and more.

If you’re ready to make a change, or simply curious, allow us to provide you with unparalleled access to the universe of opportunities and customize a solution to your individual needs. Our guidance is confidential, and without obligation or cost.

Objective guidance and expertise that’s unmatched in the financial services landscape

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Knowledgebase for Advisors

Recent news, updates and advice from our blog for financial advisors and business owners.

  • Read More
    Will the rumored Merrill retention package materialize—And will it be the “free lunch” advisors are hoping for?
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    Avoiding Choice Overload: 4 Key Criteria for Evaluating Service and Platform Providers
  • Service Providers for financial advisors
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    With Demand Comes Supply: Independent Options for Advisors in the $50 to $150 Million Range
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    The Unintended Consequences of Building Strong Teams Within the Wirehouse World

The latest from our podcast series for financial advisors

Gaining the Technological Edge in Independence

Prospective breakaways often ask, “How can an independent firm possibly compete on a technology level with the wirehouses?” Eric Poirier, CEO of Addepar, joins the show to answer that question and explores the role of fintech in independence. play Listen…

In the News

08Jul
Do You Really Need to Be Entrepreneurial to Go Independent?

By Mindy Diamond Leaving behind the comfort and familiarity of a traditional brokerage to build your own firm takes both…

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01Jul
Rockefeller adds five ex-Merrill advisors in Dallas

By Ian Wenik Rockefeller Capital Management has added a five-advisor team from Merrill Lynch. Dallas-based advisors Neil Rubenstein, James Sandfort,…

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26Jun
$175M UBS team breaks away for ‘concierge level of service’

By Andrew Welsch A team that managed $175 million at UBS quit to open an independent practice with Kestra Private…

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24Jun
Sanctuary Wealth adds two Merrill Lynch teams with $530m

By Ian Wenik Sanctuary Wealth is on a recruitment roll after adding two more Merrill Lynch breakaway advisor teams to its…

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17Jun
Five burning questions about Goldman Sachs, post $750m United deal

Louis Diamond Quoted By Ian Wenik The RIA community has a new kid on the block. You may be familiar…

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13Jun
Why So Few Women Opt for Independence — and How More Could

Mindy Diamond Quoted Many of the qualities that make women excellent financial advisors are also keeping them from making the…

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12Jun
What does it mean when superstar breakaway brokers bolt again?

Mindy Diamond Quoted By Bruce Kelly In 2008, when a group of advisers in charge of $7 billion Merrill Lynch to set…

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12Jun
Merrill Lynch Team Goes for Independence with Sanctuary

By Garrett Keyes The financial advice team of Enclave Wealth Advisors, responsible for $275 million in client assets, has left Merrill Lynch for…

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11Jun
Don’t Let Fear Hold You Back

By Mindy Diamond When I was 6 years old, my father insisted I was ready to ride my bicycle without…

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11Jun
$275m Merrill Lynch team breaks away

By Michelle Abrego Independent network Sanctuary Wealth has added a Merrill Lynch breakaway team with $275 million in client assets.…

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