Search Profile

Define your ideal advisor profile

Help us understand your firm, target economics, and ideal candidate profile to deliver qualified advisor prospects.

1 Firm & Contact Information

Firm Name *

Website

Contact Name *

Title

Email *

Phone

2 Firm Snapshot

Firm Structure

Primary Custodian

Firm AUM

Total Advisors

Fee-Based Revenue %

Office Locations

3 Target Economics

Minimum T12 Revenue

Maximum T12 Revenue

Minimum AUM

Upfront Payment %

Back-end Payment %

Equity Available

4 Target Advisor Profile

Source Channels (select all that apply)

Wirehouse Regional Broker-Dealer Independent B/D Hybrid RIA RIA Bank/Credit Union Insurance Captive

Geographic Focus

Remote Work Policy

Team Structure Preference

Practice Orientation

5 Firm Positioning

Why should advisors join your firm? What's your value proposition?

What are your key differentiators vs. competitors?

Describe your ideal advisor candidate

Any deal-breakers or red flags to avoid?

6 Recruitment Goals

12-Month Hiring Goal

Target Timeline

Who do you typically compete against for talent?

Introduction Preference

Recruitment Budget Range

7 Submission

Signature Name *

Date

This intake is informational and creates no engagement on either side. We will reach out within 1–2 business days.

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