Why Choose WealthWave?

Industry-Wide Access and Relationships

We maintain deep relationships with every major Wirehouse, regional firm, and independent broker-dealer, opening doors to opportunities you might not discover on your own. Our extensive network ensures you’ll be presented with the full spectrum of options that align with your goals.

Insider Experience You Can Trust

With over 40 years of combined experience as advisors and branch managers, we’ve sat in your chair and understand the complexities of transition from personal experience. Our firsthand knowledge helps anticipate and navigate challenges before they arise.

Comprehensive Transition Support

We provide end-to-end guidance through every phase of your transition. From initial exploration through contract negotiation and the critical first 90 days at your new firm, you’ll have an experienced partner by your side ensuring nothing falls through the cracks.

True Independence in Advice

Our success is measured by finding you the right fit, not pushing you toward specific firms. We take pride in our objectivity and will only recommend opportunities that truly align with your practice goals and client needs.

Confidential, Personalized Guidance

Your career transition deserves the utmost discretion. We maintain strict confidentiality throughout the process while providing customized guidance based on your unique practice, client base, and aspirations.

No-Cost Consultation Services

Our extensive services come at no cost to you, allowing you to explore opportunities and receive expert guidance without financial obligation. Our compensation comes from the hiring firms, ensuring our interests align with finding you the perfect match.

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