Specialized Recruiting for Financial Advisors. RIAs | Broker/Dealers | Wirehouses | Family Offices
Dallas, TX
Joined November 2025
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Pinned for anyone new here:
We’re a recruiting firm focused exclusively on financial planners and financial advisors.
We help:
- advisors explore new opportunities confidentially
- firms hire some of the best talent in the industry
If you’d like to join our talent network or discuss hiring needs, you can find everything here:
linktr.ee/FinancialAdvisorRe…
Nobody is more confident that AI is going to replace financial advisors than the people that genuinely have no clue what financial advisors do all day
2022: AI is going to replace financial advisors. Trust me bro.
2023: AI is going to replace financial advisors. Trust me bro.
2024: AI is going to replace financial advisors. Trust me bro.
2025: AI is going to replace financial advisors. Trust me bro.
2026: AI is going to replace financial advisors. Trust me bro.
Total advisors replaced by AI: 0
2022: AI is going to replace financial advisors. Trust me bro.
2023: AI is going to replace financial advisors. Trust me bro.
2024: AI is going to replace financial advisors. Trust me bro.
2025: AI is going to replace financial advisors. Trust me bro.
2026: AI is going to replace financial advisors. Trust me bro.
Total advisors replaced by AI: 0
PWM just released their Global private banking awards 2026....
Best Global Private Bank:
JPMorgan Private Bank
Best Chief Investment Office in Private Banking:
UBS
Best For Alternatives:
Goldman Sachs
HC: JPMorgan Private Bank*
Best For Entrepreneurs:
HSBC Private Bank
HC: Deutsche Bank
Best For Family Offices:
Citi
Best For Impact and Sustainable Investing:
Lombard Odier
Best For Innovation:
JPMorgan Private Bank
Best For Philanthropy Services:
Pictet
Best For the Next Generation:
Goldman Sachs
HC: Lombard Odier
Best For UHNW Clients:
Goldman Sachs
HC: Citi
HC: JPMorgan Private Bank
Best For Wealthy Women:
UBS
HC: Citi
pwmnet.com/content/d6bc279d-…
Financial Advisor Recruiter retweeted
Heres some stats from the launch of the No Book Required job board yesterday:
Visitors: 1K+
Avg number of jobs viewed: 1.9
Applications submitted: 44
Can you reach the full potential of a financial advising career without ever bringing in clients?
One thing I've noticed is that you don't see many advisors over 50 who have spent their entire careers in service roles.
Most of the experienced advisors I come across have spent at least some part of their careers prospecting, bringing in clients and building a book of business.
What's interesting is how many firms are now being built around service advisor career paths.
I think it'll be interesting to see how this plays out over the next 20-30 years.
Are advisors going to be happy staying in service roles for their entire careers?
Is there a ceiling to how far you can go without bringing in business?
Or are we just looking at a career path that hasn't really existed long enough for us to know?
“It helps you understand your money, and it isn’t designed to give investment advice.”
Yeesh! I’ve gotten about 70 DMs about this so far this morning.
Very much appreciate the support and excitement.
I will get back to you all as soon as I can
I have something I'm excited to announce.
For a while now, this page has been focused on helping financial advisors and advisory teams with existing AUM find the right firm to partner with or transition to.
But there's another part of the wealth management industry that I think deserves its own platform.
I'm talking about jobs that don't require a book of business.
Paraplanners, associate advisors, service advisors, financial planners, and other roles that are critical to running a successful wealth management practice.
So I decided to build a job board specifically for those positions.
Introducing @NoBookRequired
New jobs will be added daily, and you can sign up to get notified when new opportunities are posted in your city.
Why would an established financial advisor choose W2 at a 40% payout when they could go 1099 at 85%?
I actually think there are a ton of reasons.
A very large or fast-growing advisor who needs a support team but doesn't want to spend their time managing hiring, firing, benefits, vendors, HR, etc.
An advisor who owns equity and is focused on building long-term enterprise value rather than maximizing this year's payout.
The rainmaker who loves bringing in new business but has zero interest in handling service.
The retiree looking for succession.
A lot of financial advisors ask me whether they should go RIA or BD.
I think there's a better place to start...
Should you be W2 or 1099?
With 1099, you typically own your client relationships, have a much higher payout (65%+), and have more control over your business.
But you're also responsible for your own benefits, hiring staff, and building the infrastructure to run your practice.
With W2, you typically don't own the client relationships, and the payout is lower. But you may have more support, resources to help grow your business, and even an opportunity to build equity in the firm.
Neither is necessarily better. It depends on what you're looking for.
Some advisors want the independence and ownership that comes with 1099. Others would rather have the support and structure of a W2 model.
And what makes sense today may not make sense five years from now.
I have something I'm excited to announce.
For a while now, this page has been focused on helping financial advisors and advisory teams with existing AUM find the right firm to partner with or transition to.
But there's another part of the wealth management industry that I think deserves its own platform.
I'm talking about jobs that don't require a book of business.
Paraplanners, associate advisors, service advisors, financial planners, and other roles that are critical to running a successful wealth management practice.
So I decided to build a job board specifically for those positions.
Introducing @NoBookRequired
New jobs will be added daily, and you can sign up to get notified when new opportunities are posted in your city.
Welcome to No Book Required.
A job board dedicated to wealth management jobs that don't require you to bring a book of business.
Whether you're a paraplanner, associate advisor, service advisor, financial planner, or looking to break into the industry, this is for you.
We'll post new opportunities from wealth management firms across the country every day.
No AUM requirements. No need to bring clients. Just opportunities to build a career in wealth management.
nobookrequired.com/
It’s the valuations of the PE backed RIAs that I worry about the most.
Immense size.
Low organic growth.
Rising debt levels.
Referral channels getting restricted.
The growth of these firms is highly dependent on M&A and the market.
When the valuation of their equity is going up, they use that equity for more acquisitions.
If the valuation of the equity stagnates or starts to decline, M&A becomes a lot more difficult.
Combine that with a down market and it could be bad news bears for someone that traded their book for equity at the top.
Equity has become a common tool in RIA M&A and financial advisor recruiting.
An advisor trades equity in their existing practice for equity in the new firm.
When things go well, that equity can turn an average deal into a great deal as the value of the new firm appreciates.
But when the value goes down, that same equity can feel more like chains on a sinking ship.
Most deals over the past 10 years have worked out really well.
I think the next 10 years could be a lot more challenging for some RIAs.
Not every firm will continue to grow, and some may struggle to maintain the value they've built.
For an advisor in this market, I think we're entering more of a 'stock picker's market.
There are still a ton of great deals to be had, but I also think we could see an increase in the number of deals that don't work out.
Equity has become a common tool in RIA M&A and financial advisor recruiting.
An advisor trades equity in their existing practice for equity in the new firm.
When things go well, that equity can turn an average deal into a great deal as the value of the new firm appreciates.
But when the value goes down, that same equity can feel more like chains on a sinking ship.
Most deals over the past 10 years have worked out really well.
I think the next 10 years could be a lot more challenging for some RIAs.
Not every firm will continue to grow, and some may struggle to maintain the value they've built.
For an advisor in this market, I think we're entering more of a 'stock picker's market.
There are still a ton of great deals to be had, but I also think we could see an increase in the number of deals that don't work out.
Something very interesting is happening...
Morgan Stanley is encouraging their financial advisors to build their own AI agents.
At the same time...Goldman Sachs is restricting the AI tools their employees can use.
1. financial-planning.com/news/…
2. bloomberg.com/news/articles/…
A lot of financial advisors ask me whether they should go RIA or BD.
I think there's a better place to start...
Should you be W2 or 1099?
With 1099, you typically own your client relationships, have a much higher payout (65%+), and have more control over your business.
But you're also responsible for your own benefits, hiring staff, and building the infrastructure to run your practice.
With W2, you typically don't own the client relationships, and the payout is lower. But you may have more support, resources to help grow your business, and even an opportunity to build equity in the firm.
Neither is necessarily better. It depends on what you're looking for.
Some advisors want the independence and ownership that comes with 1099. Others would rather have the support and structure of a W2 model.
And what makes sense today may not make sense five years from now.
2026 is on pace to break last years record for RIA M&A activity.
Some project the number could reach 500 this year.
There were 466 transactions in 2025.
thinkadvisor.com/2026/10/29/…
I’ve always found the people changing to financial advising mid career to be particularly interesting.
They can have a built in niche and network from the start.
Any high-paying career with a few hundred or more people across the country could be a viable niche for a financial advisor.
Think doctors, attorneys, executives, pilots, engineers, professional athletes, etc.
The more specialized the career, the more opportunity there may be for an advisor who understands the unique financial challenges that come with it.
People like working with people who speak their language.
Career changers made up 27.8% of survey respondents in the Externship’s record 2026 class. They bring client-ready skills, but most hiring pipelines are built for college grads. Hannah Moore’s advice for firms starts with the job posting. #ProfessionalDevelopment #ContinuingEducation #RIAs
financial-planning.com/news/…
Very important for financial advisors to remember:
If you are going for those 80%+ payouts at a 1099 firm, you are typically responsible for your own benefits.
This week's Advisor Market Report newsletter is out now!
Schwab is handing RIAs $4,800 to adopt Claude.
29% of retiring advisors have no succession plan.
And one Georgia firm left Raymond James after 50 years.
We’ll dive into these stories and more in tomorrow’s edition of the Advisor Market Report.
advisormarketreport.beehiiv.…
M&A activity in the RIA space right now:
youtube.com/watch?v=gvvYMxV6…
