About UsContact UsFinancial AdvisorsOpportunitiesThe Search ProcessU-4 Resources






For producing Financial Advisors we represent the top names in the industry for wire houses, banking brokerage and independent opportunities.


Each firm we represent is offering aggressive transition packages and most of them are covering any deferred comp you have accumulated.


Please give us a call to evaluate how our opportunities may or may not meet you own objectives.  Each of our client companies are top-tier and unique, and generally require differing prerequisite profiles.  We don’t believe in wasting anyone’s time.   We will provide you with a frank assessment about your possibilities from the very beginning.  Our hope is that you will find our candor and honesty refreshing.





Top transition packages with upfront and backend cash and stock, matching deferred comp, asset bonuses, top grid payouts and superior platforms are some of the attractive offerings we have to offer Financial Advisors transitioning to a wire house or to an alternative wire house.


Banking Brokerage

For Financial Advisors who would like to receive a competitive upfront transition package and who would also enjoy working in a warm lead prospecting environment.



For Financial Advisors who would like to receive impressive upfront and backend transition monies and an average 92% payout.  You can put up your own shingle or work within an established office.