Finance & Wealth Search Services
Edison Companies - Finance & Wealth Search Services
We help financial advisors and firms find their perfect match- whether you're growing your practice or taking your next big leap. Our team of experienced enterprise recruiters have industry experience with a proven track record of identifying and placing the best candidates for our clients. We focus on building long-term relationships with both our clients and candidates, ensuring that we provide exceptional service throughout the entire recruitment process. At Edison Companies, our goal is to help our clients achieve their business objectives by finding the right people for their organization.
Who We Are
Finance & Wealth Recruiters
We're an Independent, advisor-focused recruiting firm specializing in the wealth management space. With Deep industry insight and a nationwide network, we help financial processionals and institutions make smarter, faster, and more strategic hiring decisions.
Whether you're a solo RIA, regional BD, or enterprise-level firm- we customize every search to align with your business goals.
What makes us different
- Advisor-Centric: We advocate for the right fit, not just a hire.
- Industry Expertise: Deep knowledge of BD, RIA, and hybrid channels
- Confidential & Consultative: Discreet conversations. Honest guidance
- Fully Independent: No quotas. No Corporate influence
Services
- Independent vs Employee Model Consulting
- Transition Planning & Succession Strategies
- Book Monetization & Valuation Guidence
- Access to Top National & Regional Firms
For Firms & Broker- Dealers
We specialize in sourcing high-performing, culturally aligned advisors:
- RIA Platforms
- Hybrid and Independent BDs
- Bank and warehouses channels
- start-up and succession-based teams
Services
- Retained & Contingent Search
- Team Lift-Outs & Succession Matching
- Candidate Pre -Screening & Due Diligence
- Localized and National Talent Pipelines
Looking for top Advisors?
(Book a discovery Call)