Welcome

Welcome and thank you for taking the time to visit our site.  You may ask yourself how our name came about.  It is credited to my wife, as she challenged me to use a name that described our unique ability to comb the marketplace; ultimately providing the most comprehensive consulting advice to Advisors and Broker Dealers.  What started out as a one-person consulting firm has grown into a team of eight partners, with offices across the country.  

I want to personally thank each of our clients for your belief in our service model and trust in our experience.  Within three years, we have become the most trusted and reliable consulting firm for Financial Advisors looking to transition their business to another Broker Dealer.  The Financial Advisors we represent are guaranteed an unbiased approach to the marketplace.  We don't have a "Top 10" list of Broker Dealers, as most typical recruiting firms do.  Whether you are looking to go independent from a wire house platform, setup your own RIA, or finding a Broker Dealer partner to help you buy another practice, we are your best option. 

Please let us know if we may be of assistance as you navigate the industry in an effort to become more profitable, efficient and independent.

Ryan N. Shanks
Founder & Chief Executive Officer