Talent Attraction and Development for the Wealth Management Community

Our Services

Talent Search

We build award winning teams fo independent practices & Fortune 500 firms that know their people are their most important asset. Whether building enterprise value or running a lifestyle business- we find the talent you need.

Consulting for Firms

Our consulting purview derives from front line discussions with practice owners or interviews with top candidates, every day. We provide expert guidance and fresh perspective on talent attraction, team dynamics, and employee development in the wealth management space.

Professional Development

We help wealth management professionals looking to make a career pivot through carer coaching.  We help wealth management firms provide additional coaching resources to their employees.

Content & Research

We keep practice owners and firm executives close to hiring trends, compensation data and creative firm building insights. We provide free content, premium research and customized projects for our clients.


Why Our Clients Choose Us

Our Mission

To upgrade lifestyles, accelerate firm building and advance careers in the wealth management community. 

Our Success

We have placed over 350 candidates, consulted with over 1,000 practitioners and conducted over 15,000 interviews since the pandemic.

Our Team

Lead Advisor, LLC was founded by two Certified Financial Planners, both with 15+ years in wealth management.

Trusted By

From Independent Firms

To The Fortune 500

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