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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.
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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
    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
  • Read More
    Exploring M&A: Finding the perfect match between buyers and sellers

The latest from our podcast series for financial advisors

Andrew Daniels Commonwealth IBD

Exploring the Independent Broker Dealer Space

A conversation about the IBD model with Commonwealth Financial Network’s Managing Principal of Business Development, Andrew Daniels. Learn how the firm, 40 years in the making, has evolved and how their model differentiates itself from others in the independent space. play Listen…

In the News

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…

Read More
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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11Jun
HighTower spent at least $100 million to buy the love [and revenues] of its own advisors, a key sign an IPO or sale is taking shape, industry observers say

Louis Diamond Quoted By Lisa Shidler HighTower Advisors has finished investing the $100 million haul staked by Thomas H. Lee Partners, ending a…

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11Jun
Dynasty’s Freedom Note’ Brings a Wirehouse Recruiting Trick to Independents

Mindy Diamond Quoted By Diana Britton For years, wirehouses have attracted and retained advisors by offering them a significant up-front…

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07Jun
UBS Recruited Fewer Than Two Dozen U.S. Advisors This Year, Executive Says

Louis Diamond Quoted By Mason Braswell UBS Wealth Management officials have said they continue to selectively recruit high-producing brokers in…

Read More

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