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Diamond Consultants: Financial Advisor Recruiting Firm Diamond Consultants: Financial Advisor Recruiting Firm
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Re-imagine your future. The landscape has changed—dramatically. It may be time to get familiar with the new terrain. Learn more... 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... 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
    Why use a recruiter?
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    Considering a move? Here’s what advisors can – and can’t – say to clients.
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    What’s Changing at the Wirehouses—and Why You Need to Pay Attention
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    Bank Advisors: Are you willing to take a step backward to make a big leap forward?

The latest from our podcast series for financial advisors

Rob Nelson NorthRock Partners Mindy Diamond Podcast

3X Growth: How a Pivot from IBD to RIA Turned into a Nearly $4 Billion Slam-Dunk

Rob Nelson, CEO and Founding Partner of NorthRock Partners talks about his explosive growth after a shift from IBD to RIA, the value of a capital partner, professional athletes as clients as well as team members, and much more. play Listen…

In the News

14Oct
Longtime ‘aspiration’ realized: Bank advisor goes indie with LPL

By Tobias Salinger A financial advisor who bolted from JPMorgan Chase Bank says many in the bank channel hesitate to…

Read More
11Oct
Terminated: Managing the Real Impact on Partners and Teams

By Mindy Diamond Over the past several years, big brokerage firms have become more risk averse, creating an incongruence between…

Read More
03Oct
What Schwab’s free trade move means for RIAs

By Louis Diamond Following the firm's decision to eliminate fees for trades of stocks and ETFs, competitors TD Ameritrade and…

Read More
02Oct
Merrill Loses $135 Million Duo to Independence

By Alex Padalka Merrill Lynch financial advisors have left the firm to start their own independent wealth management practice. Advisors Danny…

Read More
01Oct
Under pressure: Is the RIA industry morphing into the brokerage biz?

Louis Diamond Quoted By Ian Wenik When asked, financial advisors who have fled the ranks of the wirehouses typically cite…

Read More
25Sep
How Merchant’s influence in the RIA market is growing

Louis Diamond Quoted By Charle Paikert Earlier this summer, Merchant launched a capital lending division, with a boost from Fidelity Investments,…

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24Sep
Morgan Stanley Hires $1 Billion-Asset Texas Team from UBS

By Vicky Ge Huang The team of Jeff Parker and Rafael Herrera, who spent their entire two-decade brokerage careers with…

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16Sep
RIA Feeding Frenzy Moves Downmarket

Louis Diamond Quoted By David Sterman Has the RIA industry been overfished? A rapid spate of deal-making has seen giant firms gobble…

Read More
13Sep
UBS Loses East Coast, West Coast, Midwest Teams

Louis Diamond Quoted By AdvisorHub Staff Three teams of UBS Wealth Management Americas advisors whose leaders each have more than…

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12Sep
The Perfect Deal Doesn’t Exist

By Mindy Diamond Advisors who are exploring their options will be the first to tell you: The world of recruiting…

Read More

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