Advisors Considering Change Need More
Clear, Unbiased Guidance. Unrivaled recruiting Expertise.
Meet Diamond Consultants
Our mission is to help advisors live their best business lives.
We want every elite advisor to find exactly the right place for their business and their clients to thrive, whether it’s at a wirehouse, regional, boutique, or independent firm. As the industry’s leading recruiters and consultants, we’ve transitioned more than half a trillion dollars in assets under management in the past decade. And each year, 25% of transitioning advisors who manage a billion dollars or more are our clients.
Our Services
Advisor Transitions
Unrivaled industry expertise, connectivity, and a 360-degree view of the landscape.
Private Bankers
Expert guidance for private bankers evaluating every path—from wirehouses to independence.
M&A Partner
Gain access to a vast universe of opportunity—Free of exclusive engagements, retainers or fees.
Consulting
Independent analysis and insights informed by three decades of industry experience.
Executive Search
A dedicated partner to help you find the right talent for your growth.
Breakaway Bank
A single, coordinated framework for elite advisors that prioritizes objectivity, clarity, and long-term value.
Built on Relationships.
Not Transactions.
Featured In
FINANCIAL ADVISORS GUIDE
Your Biggest Decision
This self-guided journey walks you through the key steps Diamond Consultants takes with their advisor clients. This strategic thought process and road map to professional self-discovery is designed to help you ask the right questions and think critically and objectively—whether you are considering change or not.
You’ll find an overview of the landscape, advice on managing the due diligence process, the realities around the economics of a move, essential concepts and strategies that advisors need to be aware of, and much more.
