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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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Home: Leading Financial Advisor Recruiting Firm

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 top recruiters for financial advisors, 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 wealth management space

For Financial Advisors

For Independent Business Owners

Knowledgebase for Advisors

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

  • Read More
    What’s the ‘Real’ Value of a Financial Advisor’s Business?
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    The Inverse Grid: Is Your Firm Providing Enough Value?
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    Employee Advisors at RIAs: Are They Fueling the Next Breakaway Wave?
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    Mind the Pendulum: What the Bank Crisis is Teaching Us About the Industry Landscape

The latest from our podcast series for financial advisors

Growth Through Media and Innovative Solutions: How Ross Gerber’s $2.2B Firm Found a Resounding Voice in Independence

Before Ross Gerber became a household name by publicly challenging the thoughts around everything from crypto to digitization to Elon Musk and Tesla, he invested his career in building the $2.2B mega-RIA Gerber Kawasaki. He discusses the journey to independence, how the freedom to innovate and market their firm helped to propel their growth, and shares sound ideas to help advisors re-think their business processes and goals. play Listen…

Considering a Move? Here’s What You Need to Know: A Special Industry Update

The second of this 2-part series provides advisors with the key areas they need to pay attention to when conducting due diligence. From the steps advisors should take, the questions they need to ask, common missteps and traps to avoid, and much more. It’s an episode that sheds light on this important practice, providing value to those considering change, as well as those who may simply want to understand their options or develop their “Plan B.” play Listen…

MORE FROM THIS PODCAST SERIES...

In the News

Commonwealth Recruits $1.2B Team of 13 Lincoln Financial Advisors

May 23, 2023 By Victoria Zhuang Commonwealth Financial Network unveiled the arrival of another big team to its growing ranks,…

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Florida firm overseeing $1.2 billion joins Commonwealth

May 22, 2023 A team of advisors that oversaw $1.2 billion in client assets at Lincoln Financial Group has joined…

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Transition Announcement: $1.24B Lincoln Financial Lifers Join Commonwealth

After decades with Lincoln, Aegis Consulting recognized a widening gap between their vision for the business and the direction in…

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Move to JPMorgan Is Full Circle for Many First Republic Advisors

May 5, 2023 Louis Diamond Quoted by Patrick Donachie Many First Republic advisors will tell you they left a wirehouse…

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Transition Announcement: $1B Millennial-Led Merrill Team Opts for Supported Independence with Sanctuary Wealth

Multi-Generational Merrill team in Chicago finds Sanctuary provided the right balance of support, freedom, flexibility, and optionality. While we knew…

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JPMorgan begins love-bombing campaign to keep First Republic advisors

May 1, 2023 Jason Diamond Quoted By Victoria Zhuang JPMorgan Chase began wooing First Republic’s flighty wealth advisors on Monday…

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Sanctuary adds $1bn Merrill team in Chicago

April 29, 2023 by Sam Bojarski Sanctuary Wealth has lifted a $1bn advisory team out of Merrill Lynch. The advisor network has…

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Financial Advisor Teams Come in Many Flavors. How to Pick the Right One for You

April 14, 2023 Mindy Diamond Quoted by Steve Garmhausen Investors often seek out large brokerage firms because they like having…

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Inside Morgan Stanley’s Success—and What’s Ahead

April 6, 2023 Louis Diamond Quoted by Carleton English Morgan Stanley kept its head down and chin up amid the recent…

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Beyond Comp: What Makes Advisory M&A Deals Stick

April 3, 2023 Louis Diamond Quoted by Alex Ortolani “The legal contracts are the strongest and most compelling way that…

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Sieg’s move could foreshadow big changes at both Merrill and Citi

April 3, 2023 Jason Diamond Quoted By Victoria Zhuang The sudden departure of Merrill Wealth Management’s president, Andy Sieg, last week for…

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Is Sieg’s Departure ‘Beginning of the End’ for Merrill’s Thundering Herd?

April 3, 2023 Louis Diamond Quoted by Jeff Berman Clearly, Sieg is well respected in the industry and must have…

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