Recruiting Firm for Financial Advisors

Connecting elite financial advisors with firms that demand excellence. Let us help you build your future-ready advisory team.

Our Financial Advisor Recruiting Services

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    Advisor Screening

  • Paperwork

    Advisor Sourcing

  • Phone

    Executive-Level Advisor Placement

  • Laptop

    RIA & Broker-Dealer Recruitment

  • Notepad

    Team/Group Moves & Succession Planning

  • Paperwork

    Contract or Interim Placements

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Who We Serve

  • Registered Investment Advisors (RIAs)

  • Independent Broker-Dealers

  • Wirehouse Breakaways

  • Family Offices

  • Financial Planning Firms

The Recruiting Process

  1. Initial Consultation

  2. Talent Mapping & Role Scoping

  3. Outreach & Screening

  4. Candidate Presentation

  5. Interview Coordination & Offer Support

  6. Onboarding Follow-up

Why Choose One Advisory Partners

  1. Integrated with Financial & Tax Planning

  2. Collaborative Approach with Legal Experts

  3. Experienced Team of CFP®s, JDs & CPAs

  4. Personalized, Long-Term Planning

  5. Transparent, Fiduciary Advice

  6. Ongoing Updates as Life Evolves

Client Testimonials / Success Stories

  • Black background with a blue thumbs-up icon surrounded by six blue stars above the word 'Review'.

    “I’ve been working with Jon for the last year or so. He has helped my wife and me get our financial house in order and determine where we stand for retirement. He’s recommended people to help with estate planning, is helping us invest more wisely, has provided great advice regarding the difficult decisions to purchase additional life insurance and long-term care insurance, and has already helped us reduce our tax burden significantly. I’ve referred multiple people to him and will continue to do so. My only regret is that I did not hire him years earlier.”

    Relationship to Financial Advisor: Client as of Apr 2, 2024
    Compensation: This reviewer received no compensation for this review.
    Conflicts of Interest: There are no material conflicts of interest.

  • Mountain range with snow-capped peaks and a cloudy sky and some grassland in the foreground.

    "My wife and I have first met Ron Sanders nearly 15 years ago. He and his company have managed our retirement assets since that time. We have always been impressed with the service received and the financial performance achieved."

    Relationship to Financial Advisor:Client as of Jun 1, 2024
    Compensation: This reviewer received no compensation for this review.
    Conflicts of Interest: There are no material conflicts of interest.

  • Black and white illustration of a person punching a punching bag, with a thumb-up and stars above their head.

    “Dan Miller has helped us a lot to navigate our finances. His experience has made a big difference in helping us understand money management. We trust the way that he manages our investments. He has always provided answers to our questions and has given us much needed guidance with major money decisions. Dan is professional but yet very friendly and approachable. We have recommended him in the past and wouldn't hesitate to do so in the future.”

    Relationship to Financial Advisor: Client as of Apr 10, 2024
    Compensation: This reviewer received no compensation for this review.
    Conflicts of Interest: There are no material conflicts of interes

FAQs

  • The timeline varies based on role complexity and market demand, but most placements are completed within 30 to 60 days from initial consultation to offer acceptance.

  • We recruit for a wide range of roles including independent advisors, team leaders, executive-level advisors, wealth managers, succession-ready advisors, and specialists for RIAs and broker-dealers.

  • Absolutely. We serve clients across the U.S., leveraging a national network of experienced financial advisors and firms looking to grow or transition.

  • Yes. Whether you're launching a new RIA or scaling a small advisory firm, we help match you with advisors who align with your business vision and culture.

  • Yes. We specialize in recruiting for Registered Investment Advisors (RIAs), independent broker-dealers, and firms seeking breakaway advisors or expansion-ready teams.

  • We use a combination of targeted outreach, proprietary databases, and industry referrals. Each candidate is vetted through a structured process that includes experience checks, cultural alignment, and regulatory background.

  • Our boutique approach, speed of execution, and deep advisor network set us apart. We focus exclusively on financial services recruitment and maintain long-term relationships that improve placement quality and retention.

  • Yes. We help facilitate group transitions, mergers, and succession plans—ensuring continuity of client service and smooth leadership handovers.

  • Yes. We provide flexible solutions including interim advisors, contract-based placements, and project-based talent to meet immediate or transitional needs.

  • Our support continues beyond the hire. We assist with offer negotiation, onboarding coordination, and post-placement check-ins to ensure long-term success for both the firm and the advisor.

Partner with a financial advisor recruiting firm that delivers elite talent.