Advisor Search Partners
Specializations
About Agency
Overview
- Advisor Search Partners was founded in 2020 and operates from 221 W Hallandale Beach Blvd, Hallandale Beach, Florida, United States, 33009-5441
- The company exclusively serves top financial advisors and wealth management teams seeking transitions to Boutiques, Regionals, or Hybrid Independent Models
- Focuses on enabling seamless transitions to scale operations, monetize succession plans, and implement inorganic growth solutions for financial professionals
- Operates as a single-employee firm headquartered in Hallandale Beach, Florida, since its 2020 establishment
- Specializes in confidential recruitment processes tailored to preserve client service capabilities and legacy planning for financial advisors
Specializations
- Confidential career transitions for elite financial advisors and IARs
- Partnering with industry-leading Boutiques, Regionals, and Hybrid Independent Models
- Monetization strategies for succession planning in wealth management
- Inorganic growth solutions for financial advisory teams seeking scale
Services & Approach
- Confidential recruitment conduit for financial professionals exploring career transitions
- Curated matching with Hybrid Independent Models and Regional firms
- Transition strategy development for succession monetization and client legacy preservation
- Advisory services for wealth management teams pursuing inorganic growth opportunities