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: A 43-Year Merrill Veteran Establishes The Jones Group at Rockefeller for the Next Generation
After 43 years at Merrill, Sid Jones and his $2B Ohio team joined Rockefeller Global Family Office to establish The...
READ MORETransition Announcement: A 43-Year Merrill Veteran Establishes The Jones Group at Rockefeller for the Next Generation
After 43 years at Merrill, Sid Jones and his $2B Ohio team joined Rockefeller Global Family Office to establish The Jones Group, a move driven by succession planning, next-generation leadership, and a desire to build a business positioned for decades of continued success.
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.
READ MORETransition Announcement: Why Two Advisors Chose the OSJ Path to Independence
Two advisors managing a combined $325mm in client assets chose LPL Financial through OSJ partners, seeking the freedom of business ownership without building entirely alone. Guided by Diamond Consultants, Les Smith and Rick Batey found a path that balanced independence, support, and growth.
READ MORETransition Announcement: Former Merrill Advisor Launches Valen Private Capital with Sanctuary Wealth
Former Merrill advisor John Durham launched Valen Private Capital with Sanctuary Wealth after 21 years at the firm. Guided by Diamond Consultants, he pursued greater flexibility, ownership, and a family office model designed for long-term growth and legacy building.
READ MORETransition Announcement: Three UBS Teams Pursue Different Paths Toward Growth and Control
Three multi-million-dollar, top-producing advisor teams left UBS in recent weeks, driven by similar themes of growth, flexibility, and long-term alignment. Their moves reflect how advisors are evaluating their futures through a much broader and more strategic lens.
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