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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 Really Makes Financial Advisors Happy?
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    Assessing the Gap Between Where You Are and Where You Want to Be
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    Demystifying Due Diligence: An Insider’s Guide to this Important Process
  • Realistic Measures: Identifying What’s Portable and What’s Not
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    Realistic Measures: Identifying What’s Portable and What’s Not

The latest from our podcast series for financial advisors

From Cold-Calling to $500mm Breakaway: A Former Merrill Advisor’s Team-Based Approach to Growth

Back in 2007, Rory O’Hara, founder of Ausperity Private Wealth, started out at Merrill as a cold-calling trainee—to the tune of 200 to 300 calls a day! Over time, he realized that he could reach more customers by building a team, a decision that led to growing the practice to $500mm in AUM. But due diligence opened his eyes to even greater possibilities in the independent space. So in this episode, Rory discusses his journey from cold-calling trainee at Merrill, to building the business, on to making the leap to independence as a young team. It’s a “must listen” episode that candidly explores a former wirehouse advisor’s journey full circle. play Listen…

Financing Independence: A Lender’s Perspective on Breakaway Transitions, M&A and Succession

As the wealth management industry landscape evolved, advisors became the beneficiaries of several paths to consider when it comes to accessing capital. In this episode, James Hughes, the SVP and Head of Investment Advisory Lending at Live Oak Bank, discusses debt financing for prospective breakaway advisors looking for liquidity to de-risk a leap to independence or payoff a note balance and business owners seeking funds for acquisitions or succession planning. play Listen…

MORE FROM THIS PODCAST SERIES...

In the News

J.P. Morgan Lures in $4.8-Mln UBS Team, $2.3-Mln Goldman Broker

March 21, 2022 By Karmen Alexander JPMorgan Chase & Co.’s traditional brokerage unit has lured a Miami team from UBS…

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As Wealth Managers Move To Diversify Customers’ Idle Cash, SVB’s Own Advisors Head For Exits

March 15, 2023 Louis Diamond Quoted By Sergei Klebnikov Amid the uncertainty of the last few days, many of the…

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Soul-searching wealth advisors ponder banking turmoil: Where do I want to work?

March 17, 2023 Jason Diamond Quoted By Victoria Zhuang It’s the best of times and the worst of times for…

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Winners and Losers: The Year that Was in the Wealth Management Recruiting Space

March 15, 2023 Jason Diamond & Transition Report Featured By Holt Hackney Founded in 1998 by Mindy Diamond, Diamond Consultants…

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Recruiters Reveal Their Secrets On Cultivating A Robust Advisor Pipeline

March 14, 2023 Louis Diamond Quoted By Jennifer Lea Reed Advisory firms serious about hiring in 2023 say they are…

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The big questions facing SVB advisors and their clients

March 13, 2023 Louis Diamond Quoted By Ian Wenik As the reality of Silicon Valley Bank’s (SVB) failure sets in,…

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Transition Deals Are More Competitive Than Ever: Report

March 6, 2023 Transition Report Referenced by Diana Britton Baseline recruitment deals were up last year, even among the independents,…

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‘Get it while it’s hot’: Financial advisor recruiting deals bigger and sweeter in 2022

March 3, 2023 Jason Diamond Quoted by Victoria Zhuang Recruitment of financial advisors was brisk last year and downright frenzied…

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Diamond Consultants Releases Full Year 2022 Advisor Transition Report

March 1, 2023 Louis Diamond Interviewed by Chris Latham   Some of the report’s findings include: 1. More than 9,000…

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Diamond Consultants’ Louis Diamond On Best Practices For Advisor Recruitment And M&A

February 20, 2023 Louis Diamond Quoted by Chris Latham Louis Diamond Of Diamond Consultants Discusses The Evolution Of His Family’s…

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Transition Announcement: $1.5B Legacy Merrill Team Opts for Supported Independence

With Merrill roots dating back to the 1980s, brothers Brent and Brad Chappell decided that independence with Sanctuary Wealth provided…

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Longtime Merrill Team With $1.5 Billion Decamps to Sanctuary

Februay 24, 2023 By Andrew Welsch A Merrill Lynch team that managed nearly $1.5 billion in assets and has longstanding…

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