Bridgemark Strategies is an advisor centric consulting and recruiting firm. We work with advisors and advisory teams to help them evaluate their next transition. A transition is defined as changing broker-dealers, breaking away and starting or joining an RIA or selling or partnering your business.
As a part of our research we have talked to well over 100 different solutions including Independent Broker-Dealers (B/Ds), Insurance B/Ds, Employee B/Ds, RIAs, OSJs, Custodians, Aggregators, Consolidators etc. to be able to understand their capabilities, strengths, weaknesses and key differentiating factors.
Our extensive research and decades of combined experience in conjunction with our unique process is what makes Bridgemark Strategies different in our ability to help advisors.