DIAMOND CONSULTANTS

We want every elite advisor to find exactly the right place for their business and their clients to thrive, whether it's at a Wirehouse, a Regional, Boutique, or Independent firm. As the industry's leading recruiters and consultants, we've transitioned more than a quarter of a trillion dollars in assets under management in the past decade. And each year, 25% of transitioning advisors who manage a billion-dollars or more are our clients... 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 through a 7-step consulting process, create a personal roadmap of options they might never have considered otherwise. If they choose to move ahead, we tap into our unmatched network of connections built over 25 years in the industry, spanning Wirehouses, Banks, Regionals, Boutiques, Independents, RIAs, and..

Also known as: Diamond Financial Consultants, Diamond Financial Consultants, LLC

Primary location: Morristown United States