Accelerating Firm Building & Career Advancement for

The Wealth Management Community

Building Firms & Careers

Lead-Advisor is a Wealth Management Collective with a speciality in building firms, practices and careers through talent acquisition and leadership development.  Our clients stretch from  Fortune 500 firms to the solo-practitioner.

Active Search

Whether it is working with a fortune 500 company to grow market opportunities or helping an entrepreneurial  advisor with their first hire, we partner with clients to find talent and build high chemistry cultures.

Consulting From The Frontlines

With interacting with top practices and interviewing financial professionals everyday, we offer relevant advice in real-time through consulting engagements, study groups and special projects.

Creative Content

We provide free and premium content for firm leaders, employing advisors and job seeking wealth management professionals. 

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Support? Scale? Succession Planning?

Our Niche Is Talent Acquistion and Leadership Development for The Wealth Management Community