Diamond Consultants - Financial Advisor Recruiters
Our mission is to help advisors live their best business life.
We help elite advisors find the right place for their business and their clients, whether it’s at a Wirehouse, Regional firm, or Boutique independent. We’ve transitioned more than a quarter of a trillion dollars in assets under management in the past decade.
But we’re far more than just recruiters. We’re future-proofers, business coaches, and career sherpas who meet advisors where they are, years before they’re ready to move. We educate advisors on the latest trends, help them evaluate economic models, understand their enterprise value, and create a personal roadmap of options they might never have considered otherwise.
And unlike most recruiters, our business is built on relationships, not transactions. Making a move is a big deal and we would never sell you into a move. We offer unbiased guidance that puts advisors’ interests first, with no cost or obligation to you. Even when that means staying where you are.
AI-Powered Prospecting for Financial Advisors with Eden Ovadia, Co-Founder of FINNY
The Future of Prospecting: How AI Is Powering the Next Era of Advisor Growth
Как Пит Тиборис построил предприятие стоимостью 4 млрд долларов внутри Northwestern Mutual
The Anatomy of Scale: Building a $4B Enterprise Within Northwestern Mutual
Круглый стол по вопросам перехода: как четыре консультанта создали процветающие независимые компании
The Transition Roundtable: Merrill, UBS, Wells, and Morgan Advisors Reflect on Their Paths
От Merrill до Rockefeller: как «эксклюзивный доступ» увеличил рост более чем в 2 раза
От Меррилла до Рокфеллера: путь эксклюзивного доступа и необычайного роста
Leaving the Wirehouse: Why Alex Markowitz Went Independent (and What Happened Next)
A Prescription for Independence: A Merrill Breakaway’s “Financial Physician” Approach to Client C...
How to Avoid TROs When Breaking Away: Legal Strategies Advisors Need to Know
How to Avoid the Dreaded TRO: Legal Strategies for Advisors in Transition
How to Build, Sell & Scale a World-Class RIA Joe Duran on Reinventing Success | Rise Growth Partners
Rise and Reinvent: Joe Duran on Building and Rebuilding World-Class Firms
Life After Edward Jones: How One Advisor Built a Lean, Focused Independent Firm
Why This Advisor Left Edward Jones to Build a Leaner, Smarter Independent Business
Breaking Away Live: You Ask, Advisors Answer
Sanctuary 2.0: How Adam Malamed Is Reframing Growth with Advisor Autonomy
Inside Sanctuary Wealth’s Growth Strategy | Adam Malamed on Autonomy & Scale
The Advisor Transition Playbook: Inside Baseball on Due Diligence, the Move, and Everything In
The Advisor Transition Playbook: Inside Baseball on Due Diligence, the Move, and Everything In Be...
The $129B Blockbuster Move: Shirl Penney on Why This Transition Marks a New Era for the Industry
Running It Back: What It Takes to Build a Multi-Billion-Dollar Firm—Twice
VIDEO: Balancing Scale and Service: CEO Mike Durbin on Growth and Cetera’s Future
AUDIO: Balancing Scale and Service: CEO Mike Durbin on Growth and Cetera’s Future
2025 Mid-Year Report on Deals, Transitions, and Recruiting A Special Industry Update
2025 Mid-Year Report on Deals, Transitions, and Recruiting A Special Industry Update
Not Just Charity: How Donor Advised Funds Help Advisors Add Value and Assets
Not Just Charity: How Donor Advised Funds Help Advisors Add Value and Assets