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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 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.

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    Optionality Under One Roof: For Advisors Who Aren’t Quite Ready for Independence
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    Considering a move? Here’s what financial advisors can – and can’t – say to clients.
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    How “The Year Unlike Any Other” Will Reshape Wealth Management in 2021
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    The Wealth Management Landscape At A Glance: What Financial Advisors Need to Know

The latest from our podcast series for financial advisors

From Intern to CEO: How an Accidental Entrepreneur Built a $50B+ RIA Empire

How did Buckingham Wealth Partners become a $50B+ mega-RIA? CEO Adam Birenbaum shares his M&A strategy, the role of an investment partner, plus advice for prospective breakaways and independent advisors, dealmaking red flags and much more in this interview with Louis Diamond. play Listen…

Adam Birenbaum Buckingham Wealth Partners
Terry Cook Parcion

The Limitations of Building a Billion-Dollar “Boutique Firm” within a Wirehouse: A UBS Breakaway Story

Just over a year ago, Terry Cook was managing $1.3B in assets at UBS—a business he built over nearly 3 decades in the wirehouse world: 17 years at UBS and 9 years prior at Merrill. But as time went on, he found their high net worth clients wanted more from them beyond investment management—all things, as he put it, “that would give any wirehouse heartburn” should you even consider it. So he and his team made the leap to independence. Learn more about how they solved for the limitations they were up against at the wirehouse. play Listen…

The Best of 2020: Top Advice from 10 Independent Business Owners

Advice from the top 10 independent advisors featured on our show in 2020—a special episode representing the 100th in this podcast series for financial advisors. It’s a concise download of their experiences: why they made the leap, what they found on the other side, what they might have done differently…and everything in between. Listen in to candid conversations that share a wide view of independence from those who are living it, ultimately answering the threshold question: Why independence? play Listen…

Mindy Diamond on Independence Podcast

More from this podcast series…

In the News

Deferred Comp Pits FAs Against Wirehouses

January 11, 2021 Louis Diamond Quoted By Miriam Rozen Recent legal actions have focused attention on wirehouses’ deferred compensation plans,…

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Integrated Advisors Network Builds Out Pathway for Breakaways

January 7, 2021 Barbara Herman Quoted By Diana Britton Integrated Advisors Network, a Palos Verdes, Calif.-based support platform for registered…

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SVB Financial to buy Boston Private for $900m

January 4, 2021 Louis Diamond Quoted By Ian Wenik SVB Financial Group, the parent of commercial bank Silicon Valley Bank,…

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One Push Away from Starting Diamond Consultants

Mindy Diamond on the One Away Show with Bryan Wish In this episode of the One Away Show, Mindy Diamond…

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Big Winners in Wealth Management if Biden Weakens Noncompete, No-Poaching Agreements

December 15, 2020 Louis Diamond Quoted By Gary Stern A new White House administration might make it easier for financial…

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The Changing Landscape of Wealth Management

December 14, 2020 Mindy Diamond Quoted The landscape of the wealth management industry continues evolving at a rapid pace, but…

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Avantax Wealth Management Launches New Affiliation, Referral Businesses

December 11, 2020 Barbara Herman Quoted By Diana Britton Avantax Wealth Management, Blucora’s wealth management business created from the acquisitions of…

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Focus launches shared services biz with quadruple deal

December 2, 2020 Louis Diamond Quoted By Ian Wenik Focus Financial Partners is introducing a new back office services-focused acquisition…

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So, Was it Worth it? Reflections on Breaking Away

November 9, 2020 Louis Diamond Quoted By Ellen Sheng There are pros and cons to just about every situation, but…

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The Breakaway Checklist

November 9, 2020 Louis Diamond Quoted By Ellen Sheng Breaking away to start your own firm can be a complicated…

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Destination: Anywhere? Not Quite, for Breakaway Advisors

November 9, 2020 Louis Diamond Quoted By Ellen Sheng Plenty of advisors are yearning for more independence, but that can…

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So, You Want to Break Away?

November 9, 2020 Louis Diamond Quoted By Ellen Sheng The trend of financial advisors breaking away from their brokerages doesn’t…

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