About Wealthwave

At Wealthwave, we specialize in helping financial advisors navigate the complexities of transitioning to a new firm. With firsthand experience having worked as advisors and branch managers at major Wirehouses, we understand the unique challenges, pressures, and opportunities involved in making a move. Our mission is to provide personalized guidance and trusted support, ensuring your next step aligns with your and more importantly your clients’ goals and vision for success.

Our deep roots in wealth management give us unique insight into what matters most: preserving client relationships, maximizing business value, and finding the right cultural fit. We’ve guided advisors managing portfolios from $100M to over $1B through successful transitions, bringing an insider’s perspective to each partnership.

What sets us apart is our commitment to a truly consultative approach. We take the time to understand not just your book of business, but your personal aspirations, client service philosophy, and long-term vision. This allows us to identify opportunities that others might miss and to advocate for terms that support your continued growth and success.

As former advisors ourselves, we recognize that transitioning your practice is one of the most significant decisions you’ll make in your career. That’s why we maintain strict confidentiality throughout the process and provide comprehensive support – from initial exploration through contract negotiation and the crucial first 90 days at your new firm.

Case studies

Client Testimonials

Having worked as a complex manager at a major Wirehouse for the majority of my career I've had the opportunity to work with several great recruiters over the years. Wealthwave was one of the best I have worked with in my career. They know my market better than most other recruiters thanks to their time in the business in different capacities. They are also very thorough and spent the time to understand what type of advisor would fit into my complex before sending them over. They were a great matchmaker for both me and the recruit as they took the time to make sure it was a good fit for all parties. I would highly recommend Wealthwave consultants to any advisor that is looking to make a change or any manager looking to grow their office!

Steve

RBC wealth management

After working for Citi Personal Wealth Management for 23 years I decided that it was time to consider making a change. Although I knew what I needed out of a new firm, I wasn’t sure who would be the best fit for me as well as my clients. Pete’s thoroughness as well as his understanding of my needs, helped to make the recruiting process a smooth and enjoyable endeavor. With his assistant throughout, I know I came to the right firm and got the best deal possible.

Paul

RBC wealth management

Moving your practice can be both difficult and stressful. Wealthwave enables the advisor to be aware of what to expect and how to prepare for the unexpected. From my own experience most people in their position are just concerned with getting the advisor to move firms. Their step by step process and being involved from beginning to end allowed me to focus on my clients rather than the stress of moving my practice.

Frank

Morgan Stanley Wealth Management