About Us

Diamond Consultants was founded in 1998 by Mindy Diamond, who had a vision to change the way financial advisors and firms interacted with recruiters. She sought to eliminate the sales-forward practices that so many had become accustomed to from recruiters. Instead, Diamond focused on putting advisors first by developing relationships, and providing objective counsel, information and tools—plus access to one of the most extensive networks within the wealth management industry. Two decades later, she and the team continue to deliver that same exceptional experience – disciplined, strategic and thoughtful – to advisors at traditional brokerage and independent firms nationwide.

What makes Diamond Consultants different?

We have an intense focus on you.

Our success is fueled by a unique “advisor-first” approach, focusing exclusively and objectively on the needs and goals of advisors who want to gain access to superior opportunities to serve their clients and grow their businesses faster. We view our clients’ businesses from all angles to gain an understanding of important issues and frustrations. We ask provocative questions and listen carefully with an expert ear, and will never waste anyone’s valuable time. Whether your goal is monetizing a practice, achieving greater independence and control, creating a succession plan, acquiring or selling a business – or all of the above – our well-established track record and client testimonials speak for themselves. Learn more about: Our Process…

We have unrivaled connectivity.

We work across the entire landscape with traditional brokerage firms, independent brokerages, RIAs and custodians, banks, and Multi-Family Offices. With unmatched industry knowledge, connectivity and reputation, we’re known as the “go-to” firm for the country’s top advisor talent. Learn more about: Our Services…

We have an amazing team.

Our team is comprised of highly skilled financial advisor recruiters and consultants, long-tenured specialists who deeply understand the intricate needs of financial advisors and firms. This depth of industry knowledge and talent is unmatched in this field and has earned us a pristine reputation and extraordinary loyalty. Learn more about: The Team…

We have our clients’ satisfaction.

We’re grateful for the kind words our clients share with us and others in the wealth management industry. Their endorsement is one of the greatest rewards we can receive. Learn more about: Client Testimonials…

We have industry-recognition as thought leaders.

Our expertise is often sought by leading national media outlets such as The Wall Street Journal, The New York Times, Forbes, CNBC and Bloomberg, in addition to industry publications including WealthManagement.com, On Wall Street, Investment News, RIABiz, FUNDfire, Financial Planning, and Financial Advisor Magazine, and we were named “among the most visible financial adviser recruiters in the industry today – and the most-recommended by industry sources for this list” by Business Insider. Since 2004, Mindy Diamond has written a monthly column for WealthManagement.com serving as a pulse on the industry’s latest recruiting and career trends. Our insights can also be found in our articles section and on our podcast, as well as on social media. Learn more about: News/Media…

About us