Tailored Guidance for Elite Financial Advisors.

Because You Need More than a Recruiter.

You need a
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At Diamond Consultants, we want every elite advisor to find the right place for their business and clients to thrive, whether it’s at a wirehouse, regional, boutique, or as an independent business owner—or it means staying right where you are.

With Diamond Consultants, you can transition or stay put with confidence, knowing your career is future-proofed.

We Help Those Considering Change and Those Looking to Optimize their Businesses, Including:

C-Suite Executives

CEO, COO, President, Managing Partner, CIO, Chief Growth Officer (CGO), CCO, Head of Wealth Management

Corporate & Business Development

Director of Corporate Development, Vice President, Business Development, BDOs, Head of Advisor Recruiting

Transition Reports

Financial Planning

Director of Financial Planning, Senior Financial Planner

Investment Professionals

CIO, Director of Alternative Investments, Director of Research

Wealth Advisor

Senior Wealth Advisor, Relationship Manager, Managing Director, Lead Advisor, Private Wealth Advisor, Family Office Advisor, Team Lead

Operations

COO, Director of Operations

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Our mission is to help advisors live their best business lives.

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Work with Experienced Experts

Partner with consultants who deeply understand the wealth management landscape. We offer personalized, unbiased advice that aligns with your goals, and help you find the ideal fit for long-term success—even if you decide to stay put.

Comprehensive Career Advice

Our holistic approach provides you with every available option, whether it’s transitioning to another firm, going independent, merging, or staying where you are. We equip you with the insight to choose the best path for your future.

Client-Centric Approach

Your needs and aspirations come first. We prioritize transparency and objectivity and offer thoughtful recommendations, ensuring our relationship-driven approach focuses solely on what’s best for you—not on a transaction. You’ll feel supported every step of the way.

What Our Clients Say

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

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Recent Deals

UBS to RBC,
November 2025
$ 0 B AUM
Truist & Balentine to RIA / Sanctuary Tru Independence – November 2025
$ 0 B AUM
Merrill to RIA / Dynasty – September 2025
$ 0 B AUM
UBS to RIA / LPL SWS – September 2025
$ 0 B AUM

We Go Beyond Recruiting

We provide holistic career consulting, strategic growth, and transition guidance, delivering far more than just placement services.
A tailored approach to your unique situation, ensuring all options are explored without pressure.
Access to a wide network of opportunities, including top firms, niche players, and independent models.
Guidance from industry experts who have decades of experience, ensuring your career decisions are well-informed and future-proofed.

Allow us to help you explore options through a Different Lens.

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Meet the Executive Leadership Team

Mindy Diamond - Diamond Consultants

Mindy Diamond

Mindy Diamond, Founder and Chairman of the Board, is a leading thought leader in the financial advisory industry. Since founding Diamond Consultants in 1998, she has built a top consulting firm for financial advisors by using her relationship-driven approach to help advisors achieve their “Best Business Life.” Her expertise and unique perspective have made her a trusted advisor to top teams and industry professionals. Mindy is the author of the recently released Amazon Bestseller Should I Stay or Should I Go?, a book written specifically for financial advisors looking to optimize their businesses.

Louis Diamond

Louis Diamond

Louis Diamond, CEO, specializes in guiding financial advisors and business owners through industry transitions, including mergers, acquisitions, and launching independent firms. Known for his strategic thinking and strong business acumen, Louis works with top teams in the industry. He holds a BBA in Finance and International Business and has previous experience at Ernst & Young, Morgan Stanley, and UBS. He also contributes to industry media and co-hosts the firm’s podcast on advisor independence.

Jason Diamond

Jason Diamond

Jason Diamond, President at Diamond Consultants, uses his deep industry experience from Merrill Lynch and Morgan Stanley to guide financial advisors with a mix of knowledge and empathy. His ability to connect the dots helps advisors navigate complex transitions with clarity. Jason’s work with high-net-worth clients and structured investments has honed his skills in due diligence, making him a trusted advisor. He is passionate about helping advisors achieve success while understanding both sides of the client-advisor relationship.

Ready to Find Your Best Business Life? Let’s Talk.

Whether you’re transitioning, going independent, or planning for the future, Diamond Consultants offers expert guidance tailored to your unique needs. Schedule a confidential consultation today and take the first step toward unlocking your full potential.

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