WSR Names Bridgemark, Cross-Search, Diamond, FA Match And Terrana As Top Recruiting Firms In Wealth Management

Our industry boasts many excellent in-house recruiters, and we regularly highlight Recruiters of the Month from among their ranks, but there is also a group of elite specialist recruiting firms primarily or exclusively focused on advisor recruitment. This week, WSR honors the most exemplary and influential among that group as the Top 5 FA Recruiting Firms.

These boutique firms formed around the expertise of one or two executives with extensive experience in wealth management and consulting, and in all of them the founders still play a significant role in the firm’s business.

Though small, these firms punch far above their weight class, with executives frequently sought as speakers for events and conferences and as thought leaders in the media, and known personally by hundreds of C-suite executives and countless advisors.

To determine the top leaders in this unique and influential space in our industry, we looked at the years in the industry of the firm, founders and key consultants, their experience and track record and their reputation and recognition in the wealth management industry.

This invitation-only recognition goes to the following firms, listed in alphabetical order. Please join us in congratulating them.

1. Bridgemark Strategies

Founded by three-decade industry veteran Jeff Nash in 2017 and built on Nash’s previous experience in consulting and 14 years at LPL Financial in various leadership roles, including SVP of Business Development and SVP of Business Consulting, Bridgemark Strategies has over 120 selling agreements with firms and has collected research on over 200 firms.

Bridgemark provides services in consulting, recruiting and M&A, as well as broker-dealer searches for financial institutions. The Charlotte, North Carolina-based firm uses a three-criteria system to place advisors that it calls, “Feel, Fit and Financials,” encompassing the cultural feel of the potential match, the fit of business alignment between firms and whether the deal produces a good financial outcome.

“We have worked closely with Jeff Nash and Bridgemark Strategies for years,” said John Pierce, Head of Business Development at Cetera Financial Group. “They are valuable partners that take a holistic approach to solving the unique needs of their clients with a focus on the best interests of the financial professional. Bridgemark is a true partner to Cetera in an industry where there are many vendors. I am personally thrilled that Bridgemark has received the industry recognition they deserve.”…Read more

Wealth Solutions Report (WSR) is a digital media company that provides cutting-edge insights, analysis and commentary on the most relevant issues that are shaping the future of wealth management. Bridgemark Solutions is proud to be recognized by WSR as one of the top five financial advisor recruiting firms of 2023.