Diamond Consultants - Financial Advisor Recruiters

Meet the Team

Highly skilled financial advisor recruiters and consultants, long-tenured specialists who deeply understand the intricate needs of financial advisors and firms. The depth of industry knowledge and talent is unmatched in this field and has earned us a pristine reputation and extraordinary loyalty.

SCHEDULE A CALL

Mindy Diamond

Founder, Chairman of the Board

Louis Diamond

CEO

Jason Diamond

President

Howard Diamond

Chief Operating Officer | General Counsel

Barbara Herman

Senior Vice President | Senior Consultant

Deborah Aronson

Manager | Senior Consultant

Cathy Nichols

Senior Consultant

Debbie Wallen

Senior Consultant

Wendy Leung

Senior Consultant

Allie Brunwasser

Senior Consultant

Vanessa Hagar

Senior Consultant

Joshua Tomolak

VP of Independent Advisor Services

Nate Spencer

Consultant

Shelley Muzio

Director of Office Operations

Caryl Felicetta

Director of Marketing

Donna Riopel

Social/Digital Media Manager

Kelly Griffiths

Sales and Marketing Project Manager

Danielle Pelliccio

Internal Sales Consultant

Built on Relationships

Not Transactions

Making a move is big and we would never sell you into doing so. We’re not dependent on any financial institution, so we help compare your own firm with other options and offer unbiased guidance that puts advisors’ interests first, with no cost or obligation to you. Even when that means staying where you are.

Learn More

Testimonials

What Our Clients Say

Read More

You patiently took the time to educate us about many different aspects associated with transitioning and transacting our business beyond just simply the numbers. That insight was very helpful and enabled us to make better and clearer decisions.

Kevin

Independent Advisor and M&A Client

Your process was extremely helpful. We knew the wirehouse world, we didn’t know every point in the continuum, such as the supported independence model. So we really appreciated that education.

Jacob Schlicht

Kickstand Wealth Advisors

You ended up saving us a ton of time and got us the right information. While the move was a lot of work, we made the right decision on the destination and it wasn’t an option we would have otherwise known about.

Wirehouse Advisor

Steward Partners

Your firm introduced me to four different RIAs that were never on my radar. You offered a lot of guidance along the way – never telling me what to do or where I should end up – but really listening and guiding me to help figure out what was important to me.

Monish Verma

Managing Partner at Vardhan Wealth Management Advisor and M&A Client

Featured In

Explore Our Knowledgebase

Elevated Conversations. Unbiased Insights. Strategic Thinking.

Listen.

Inside the minds of breakaway advisors and industry changemakers.
Explore Podcasts

Learn.

Advisor-focused articles that inform, inspire, and elevate your thinking.
Read Articles

Link.

Providing expert perspective to leading financial publications.
View News