find the right firm, the right model, at the right time.
Vast Industry Knowledge & Unbiased Insight for Financial Advisors
Since 1994, PRISM Wealth Management Recruiting has been a recognized leader in recruiting
elite Financial Advisors in the Financial Services industry. With expertise in recruiting, succession planning, transitions and marketing, as well as mergers and acquisitions, we offer agnostic guidance and consultation to wealth advisors and brokerage/advisory firms in the W2, IND and RIA channels. Our exclusive clients and 300,000+ advisor network provide unparalleled resources to assist every wealth manager and firm achieve their unique objectives.
FINANCIAL ADVISORS
For 25+ years we've helped Financial Advisors find the right firm, the right model, at the right time. Combining our industry knowledge with a rare UNBIASED INSIGHT, we quickly establish the rapport and trust necessary to truly understand and support an advisor's vision. With more diverse business models and competitive offerings than ever, we provide CONFIDENTIAL GUIDANCE for every Financial Advisor to actualize their ideal business practice...attaining the level of freedom, support, and payout they deserve.
FINANCIAL SERVICES FIRMS
We assist REGIONAL, BOUTIQUE, INDEPENDENT and RIA firms in creating and implementing winning hiring and acquisition strategies that generate optimal advisor interest today, and in the future. Far more than just placing Financial Advisors with firms, we develop true partnerships with our Financial Services clients...elevating all aspects of the entire recruiting and M&A process. Our clients' stories and offerings are delivered with a personal professionalism that consistently attracts those financial advisors in highest demand.