Services for Firms

Financial services firms are finding it increasingly difficult to identify quality advisors.  Yet, growth by recruiting and acquisition is every firm’s mandate.  ESP Financial Search has the knowledge, expertise, and deep relationships to help you bridge this gap and achieve your goals.  As trusted counsel to top advisors, we are relied upon to objectively educate them about options they may not have otherwise considered.

Additionally, we work with principals of independent wealth management firms that want to expand their enterprises through merger or acquisition when organic growth alone is not enough. We are also a resource for principals who wish to evaluate appropriate succession opportunities.

Our Role:

  • Take the time first to understand your unique value proposition, your goals, and your expectations.
  • Thoroughly prescreen advisors, giving you confidence that the advisors we present are qualified, motivated, and have realistic expectations.
  • Provide extensive and comprehensive follow through from initial meeting to completion of the process. The introduction is the smallest part of what we do.

Our clients include:

  • Wirehouses
  • Regionals
  • Banks
  • Boutiques
  • Multi-Family Offices
  • Independent Broker-Dealers
  • Quasi-Independents
  • RIAs
  • Custodians and Clearing firms
  • Financial Service Providers

If you’re ready to invest in attracting experienced Advisors with established books of business, or simply curious about what your options are, please contact a Financial Search Consultant today.