Accelerating Firm Building & Career Advancement for

The Wealth Management Community
With over 300 placements in the industry since the pandemic

insights & inquiries

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"The most proficient recruiters I've met this side of the Mississippi (well, anywhere, to be quite honest."
Founder of Consulting Firm- Westport, CT
"In a short amount of time, Lead-Advisor has helped get us in front of only the best candidates for specific positions we were looking to hire for, and we've been able to onboard 3 new team members to our company in various roles."
Wealth Management Firm- New York City
"Private Research was great. It helped me think through a conversation I needed to have with my practice director."
20-Year Advisor/Practice Owner- Greater Atlanta, GA

Building Firms & Careers

Lead-Advisor, LLC is a Wealth Management Collective with a specialty in building firms, practices and careers through talent acquisition and leadership development.  Our clients stretch from Fortune 500 firms to independent RIAs 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 & Research

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

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Our complimentary, monthly content series on Wealth Management Talent Trends + Monthly Offerings

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Lead-Advisor, LLC is a Wealth Management Collective specializing in building firms, practices and careers through talent acquisition and leadership  development.

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