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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.

  • What’s in it for Clients? 7 Ways They Can Benefit from an Advisor’s Transition
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    What’s in it for Clients? 7 Ways They Can Benefit from an Advisor’s Transition
  • Avoiding the Succession Cliff: Potential Paths for Soon-to-Retire Advisors - By Mindy Diamond
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    Avoiding the Succession Cliff: Potential Paths for Soon-to-Retire Advisors
  • Next Gen Successors: You’re Not as Stuck as You Think You Are
    Read More
    Next Gen Successors: You’re Not as Stuck as You Think You Are
  • Private Bankers Considering Change: What You Need to Know
    Read More
    Private Bankers Considering Change: What You Need to Know

The latest from our podcast series for financial advisors

Building a Multi-Family Office: How an Ex-Goldman Advisor Experienced Autonomy and Growth in Independence

Building a Multi-Family Office: How an Ex-Goldman Advisor Experienced Autonomy and Growth in Independence

After 12 years at Goldman Sachs and building his business to over $1B in assets under management, Gary Hirschberg began to question whether he was able to act as a true fiduciary to his clients. Plus, he had the nagging desire to build a brand of his own; one that would be associated with him and not the firm he worked for. So in 2018, he left to launch Aaron Wealth Advisors with Dynasty Financial Partners. Gary shares his story, the decision to leave Goldman, the choice to go independent, why autonomy was important in how he served his clients and grew his business, and more. play Listen…

2021’s 10 Most Valuable Lessons from Advisors and Business Owners

In this annual digest of some of our best interviews of the year, we take a step back to glean the key lessons candidly shared by advisors who demonstrated unstoppable determination and whose stories contained valuable and relatable lessons for all. These recent breakaway advisors and independent business owners share their motivations to consider change; why they chose independence; their ability to serve clients and grow their businesses; and much more. It’s a “best of the best” show—a single episode that offers key insights from the 2021 season of one of the top podcasts for financial advisors. play Listen…

2021’s 10 Most Valuable Lessons from Advisors and Business Owners Key insights shared by some of the top independent advisor interviews curated from the last 12-months of the series
MORE FROM THIS PODCAST SERIES...

In the News

Raymond James introduces channel No. 4, a user-friendly RIA model after its three current channels — IBD, RIA and captive — make negligible net recruiting advances

May 19, 2022 Louis Diamond Quoted by Lisa Shidler Raymond James Financial prospects far too often in 2021 checked none-of-the-above…

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Transition Announcement: UBS Team with $850mm AUM Goes Independent with Sanctuary Wealth

30-Year Industry Veterans Managing $850mm in Client Assets Leave UBS for Independence with Sanctuary Wealth We’ve been in the business…

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UBS Loses $850 Million Advisor Team to Sanctuary Wealth

April 29, 2022 By Andrew Welsch A UBS advisor team led by two industry veterans has parted ways with the wirehouse to…

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Transition Announcement: $3mm Merrill Team from Philly Launches RIA Firm Presilium Private Wealth

For this team, the pandemic served as an opportunity to reflect on the past and how they could better serve…

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Nearly All Merrill Brokers Expected to Shift to Teams by 2030

April 8, 2022 Jason Diamond Quoted by Jeff Berman Brokers at Merrill Lynch Wealth Management are increasingly shifting away from…

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The Form U5 Is A Powerful Weapon, Part III

April 8, 2022 Louis Diamond Quoted by Jennifer Lea Reed If there is a chance for brokers to influence the…

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$3.5-Mln Merrill Team Launches RIA, LPL Pulls from UBS, Morgan Stanley

April 6, 2022 By Jake Martin Breakaway teams from Merrill Lynch, UBS Wealth Management USA and Morgan Stanley have flown…

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Transition Announcement: Merrill Team with 152 Years LOS and $920mm AUM Moves to Raymond James & Associates

  Raymond James & Associates is the New Home for $6.7mm Merrill Team with 152 Years LOS We made this…

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$6.5-Mln Merrill Family Team Jumps to Raymond James in Ohio

April 1, 2022 By Mason Braswell Raymond James Financial has wooed a large family team that had generated $6.5 million…

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Ex-Merrill FA Fired After Smoothie Incident Now at Aegis Capital

March 17, 2022 Louis Diamond Quoted by Alex Padalka The former Merrill Lynch financial advisor charged with criminal trespass and…

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Why Has the Great Resignation Spared the Advisory Industry?

March 15, 2022 Louis Diamond Quoted by Sam Del Rowe A record number of people quit their jobs last year…

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UBS Touts New Pay Grid as Reward; Not Everyone’s Happy: Sources

March 3, 2022 Louis Diamond Quoted by James Rogers UBS adjusted its 2022 pay grid to reward time spent with…

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