We are Financial Advisor Recruiters

Leverage our knowledge & relationships

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Financial advisors

At Willis Consulting, our main objective is to support you in making informed decisions as you navigate the intricate journey of transitioning your practice from your current firm to your new destination. We are here to provide guidance throughout this complex process. With a wealth of industry expertise spanning over two decades and an extensive network of industry connections, we offer an unparalleled array of top-tier opportunities within the Financial Services Industry.

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Going independent

We provide guidance to navigate the intricate process of selecting the ideal independent broker dealer (IBD), hybrid model, or registered investment advisor (RIA) that aligns seamlessly with your needs and aspirations. Through our diligent research, we gain competitive insights and a profound understanding of the distinctions in cultures, product offerings, technology, services, back office support, clearing platforms, compensation structures, compliance environments, and more within the independent space.

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Transition Deals!

Transition Assistance or “The Deals” are at an all-time high. Enhance Your Negotiating Power! Collaborating with Willis Consulting as your Financial Advisor Recruitment Firm grants you significant leverage in negotiations. Our recruiters possess an extensive presence within the Financial Services Industry, providing us with invaluable knowledge to adeptly navigate negotiation terms on behalf of experienced Financial Advisors..

Who we are

Founded in 2000 by the esteemed Wall Street industry luminary, Bill Willis, our executive search firm has consistently set the standard for excellence in the financial advisory sector. With a rich heritage rooted in Los Angeles, we have grown to become a trusted partner for major Wall Street brokerage firms nationwide. Specializing in the search for exceptional financial advisors, our mission is to connect top-tier talent with the most prestigious opportunities in the industry.

With a strong presence in both Los Angeles and Arizona, our geographic reach extends to key financial hubs, ensuring we have a finger on the pulse of the industry’s evolving needs. Our team of 12 dedicated financial advisor recruiters brings together a wealth of experience, insights, and networks, enabling us to identify and engage with the industry’s top candidates. Furthermore, our national footprint ensures our reach extends across the entire country.

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We provide services to a wide range of clients throughout the United States, including:

National wirehouse brokerage firms
Regional brokerage firms
Independent broker dealers
Bank brokerage Channels
High-net-worth (HNW) and ultra-high-net-worth (UHNW) investment boutiques
Corporate RIAs
Bespoke RIAs
All major custodians
Insurance Broker Dealers

Meet our experienced financial advisor recruiters

Meet the team

Million-Dollar-Plus Producers

Does your T-12 revenue exceed a million or more? Transition assistance deals are currently reaching unparalleled heights. Our founder and CEO, Bill Willis, holds expertise in catering to top-performing financial advisors listed in Forbes and Baron rankings. You can initiate a confidential connection with Bill by clicking here:

Contact Bill

Are You Happy With Your Succession Plan?

It’s important to connect with the right entity to handle your legacy and ensure you receive a fair valuation for your business. We can certainly help you explore your options and connect you with firms or opportunities that allow you to maintain control over your plan and your clients’ futures. Having a solid succession plan is crucial to protecting your greatest asset, and we encourage you to reach out to us for assistance in this process. Your financial advisor career and your clients’ well-being deserve careful planning and consideration.