Overview

• Founded in 2002 by Toby Richey with over 25 years of financial recruiting experience
• Headquartered at 320 Branard St, Houston, Texas, United States, 77006
• Employs 16 staff members including executive recruiters and support personnel
• Operates as one of the largest national recruiting firms exclusively focused on financial advisor placements
• Specializes in placing top-producing financial advisors with major Wall Street firms

Specializations

• Exclusive focus on recruiting financial advisors for Wall Street firms
• National service for partner firms in the financial services industry
• Expertise in navigating the rapidly changing financial services landscape
• Candidate-centered placement approach for financial advisors

Services & Approach

• Placement of top-producing financial advisors with major Wall Street firms
• Unbiased candidate-centered recruitment services for financial advisors
• Executive recruiting for financial services firms
• National recruitment services leveraging 25+ years of industry experience