Moves that Made a Difference
While not all moves we facilitate can be highlighted here, these are some moves that have received media recognition. Diamond Consultants is pleased to have represented these advisors and looks forward to hearing more about their growth in the future.
Transition Announcement: $3.6B UBS Team Launches Independent RIA with Elevation Point
After decades at UBS, a Fort Worth team managing $3.6B in client assets launched Cleros Wealth Partners with minority backing...
READ MORETransition Announcement: $3.6B UBS Team Launches Independent RIA with Elevation Point
After decades at UBS, a Fort Worth team managing $3.6B in client assets launched Cleros Wealth Partners with minority backing from Elevation Point. Guided by Diamond Consultants, the partners chose independence to preserve investment flexibility, gain ownership, and build a lasting enterprise.
READ MORETransition Announcement: $323mm Edward Jones Advisor Finds a Different Path to Independence with &Partners
After 17 years at Edward Jones, Brian Geist launched Stonemere Wealth with $323mm in client assets. Seeking greater autonomy and ownership, he worked with Diamond Consultants to explore alternatives to traditional independent broker dealers, ultimately finding the right partnership model at &Partners.
READ MORETransition Announcement: $1.3B UBS Team Joins Ascend Advisory Group Through Wells Fargo FiNet
After more than two decades at UBS, Jeff Cullman and Bruce Holt, CFP®, moved their $1.3B practice to Ascend Advisory Group through Wells Fargo FiNet, gaining greater ownership and control while preserving the resources and investment capabilities important to their clients.
READ MORETransition Announcement: A 43-Year Merrill Veteran Establishes The Jones Group at Rockefeller for the Next Generation
A $2B Merrill team led by 43-year veteran Sid Jones joined Rockefeller in Ohio to establish The Jones Group, guided by Diamond Consultants.
READ MORETransition Announcement: $1B Northwestern Mutual Team Launches Civic Financial with Altruist
From $50mm to $1B in client assets, all through organic growth at Northwestern Mutual, Scott DeSantis and Grant Parisi launched Civic Financial to build a partner-owned enterprise designed for the future. Learn how years of thoughtful planning and due diligence shaped this next chapter.
READ MORETransition Announcement: $1.1B Lazard Duo Joins Cresset to Build for the Next Generation of Wealth
Chris Tiano and Nick Smith joined Cresset from Lazard Wealth, where they oversaw $1.1B. Guided by Diamond Consultants, the duo sought broader family office capabilities, equity, and the freedom to build around a new generation of wealth creators.
READ MORETransition Announcement: Two Edward Jones Advisors Choose the Freedom to Build
Two longtime Edward Jones advisors chose different paths—but shared the same goal: greater freedom to build the businesses they envisioned with Diamond Consultants as their guide.
READ MORETransition Announcement: James Nichols Joins NewEdge Wealth to Expand His Entrepreneur-Focused Practice
After a decade at UBS, James Nichols joined NewEdge Wealth in Nashville, bringing more than $350mm in client assets. Guided by Diamond Consultants, he selected an RIA partner offering the flexibility, sophisticated resources, and ownership opportunities to support the next chapter of his business.
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