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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

For Financial Advisors

For Independent Business Owners

For Financial Services Firms

Knowledgebase for Advisors

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

  • Read More
    The Billion-Dollar Mindset: What Drives Top Advisors?
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    Charting your Course to Independence
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    What to do When a Partner or Team Member is Terminated
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    Preparing for a Move: Embracing Change While Accepting the Inevitable Differences

The latest from our podcast series for financial advisors

Louis Diamond Succession Planning Podcast

7 Things Advisors Need to Know About Succession Planning

Louis Diamond takes over the mic to share actionable advice on succession planning for all advisors no matter your age, stage of your career, or whether you’re seated at a wirehouse or are an independent business owner. play Listen…

In the News

15May
Bob Oros of HighTower calls protocol exit ‘form over substance’

Mindy Diamond Quoted By Jeff Benjamin HighTower Advisors put an exclamation point on its move away from recruiting breakaway brokers…

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14May
Building an Independent Firm with the End in Mind

By Mindy Diamond The momentum towards independence has given rise to a new generation of uber-entrepreneurs—advisors with their sights set…

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14May
Goldman Sachs is buying United Capital. Now what?

Louis Diamond Quoted By Ian Wenik For Goldman Sachs, less may be more once it finalizes its $750 million purchase…

Read More
14May
RBC snatches $250M advisor from Merrill Lynch

By Lavanya Nair RBC Wealth Management hired an advisor from Merrill Lynch who oversaw $250 million in client assets, according…

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09May
Powering Independence [podcast]

Mindy Diamond Featured By Dynasty Financial Partners So many firms want to grow inorganically and recruit established advisors to their…

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07May
Merrill Lifer Managing $250 Million Signs Up with RBC

By Mason Braswell A New Jersey broker who had spent his 24-year career with Merrill Lynch shifted last week to…

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07May
Former Merrill Advisor Forms Wealth Management Firm In Atlanta

By Joyce Blay Former Merrill Lynch wealth manager Craig Robson, who managed $450 million in client assets at the firm’s…

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06May
New Wealth Management Firm Joins Dynasty Financial Partners

A wealth advisory team managing more than $450 million in client assets will be joining Dynasty Financial Partners to create…

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03May
New deals give HighTower a clear path to an IPO

Louis Diamond Quoted By Ian Wenik HighTower Advisors may now have an unobstructed view of an IPO. The RIA firm,…

Read More
02May
Raymond James Poaches $300 Million FA Team from UBS

By Alex Padalka After slow growth in its advisor ranks in the first quarter and several departures in April, Raymond James has…

Read More

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