Financial Advisor Recruitment Firm

Bridgemark Strategies is a leading financial advisor recruitment firm, with over 80 years of collective experience. If you’re considering leaving your current firm, we can help. Through our extensive network, personalized approach and our decades of experience, we can help you find, compare, and negotiate solutions that best align with you and your clients’ goals. Learn more below, and contact us today to request a confidential consultation.

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The Bridgemark Difference

  • 200+ Firms Researched. Leverage our comprehensive research to find the opportunity that feels right for your business and goals.
  • Thorough Assessment. Uncover and evaluate strengths and weaknesses of different firms to find the right fit for you and your clients’ goals.
  • Optimize the Economics. With our extensive experience, we can help you understand and negotiate the financial offers that are marketplace competitive.

Why Work with Us?

Here are just a few reasons to work with an experienced financial advisor recruiting firm when seeking out new opportunities:

Agnostic Approach

With more than 100 agreements from different firms, our compensation arrangements are established to minimize bias.

Dedicated Consultant

We help uncover the right opportunities and get into the deeper information that many firms don’t want you to know.

Vetted Opportunities

With thousands of choices in the industry, we have vetted over 200 firms that you can learn about from us.

Save Time

Our consultants get to know you and your business needs to curate the choices that best align with you and your clients’ goals.

Coaching

We can offer advice on decision paths ranging from broker dealers to RIAs. We can help improve your understanding of the choices available.

Improved Negotiations

We can help you understand proposed terms and serve as your advocate to negotiate a better deal.

Understand Your Options

As a top-performing advisor, you have more opportunities now than ever before. From traditional Broker/Dealers to Hybrid RIAs, aggregators, custodians and more, the possibilities can quickly become overwhelming. We can make the selection process easier for you by understanding your goals and presenting you with opportunities that best meet your needs. Then, we’ll help you compare your options so you can make a final selection you are happy with.

Our Recruiting Services

We are your dedicated recruiting partners from discovery to close and beyond, offering a full range of services, including:

Broker/Dealer Search

Settling for the status quo or remaining at a firm that is limiting your success can be fixed. Let us help you realize your full potential.

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RIA Search

Are you thinking about launching your own RIA or joining an existing one? There are many questions that arise. Let us help you navigate your options to select the right path.

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Hire the Best Candidates

We also serve as recruiting consultants for firms. The battle to hire successful financial advisors is fierce in the financial services industry. Firms come to us to gain an edge over their competition. Leverage our expertise of advisors and the marketplace. We can improve your recruiting processes and enhance your value proposition to make your business more attractive to top advisors.

Let’s Get Started

Ready to find a great new opportunity? Request a consultation with our financial advisor recruitment consultants today.