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Recently Terminated Advisors

Elite Consulting Partners consults with financial advisors that have been recently terminated by their broker dealer…+

Retainer Fee Services

Financial advisors and independent RIA/Hybrid business owners are continually exploring options to enhance their client experience,…+

About Elite Consulting Partners

Let us help you with your next move because a good partner is critical to your success.

Elite Consulting Partners is a transition consultant, practice management, and business consulting firm focused on providing strategic advice and solutions to the financial services industry.

We offer unparalleled service, unbiased advice, and expert guidance to our advisor and corporate clients. We ensure our clients’ objectives and goals are realized during their due-diligence and transition process.

We work with many of our clients in areas concerning transitioning to a new broker-dealer, investment advisory firm, custodial platform changes, maximizing revenue, increasing head count, and monetizing the equity within a practice or business through negotiated mergers or simple advisor recruiting deals and packages.

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Free Consultation

For Advisors On The Move

Financial advisors and RIA’s are always searching for ways to enhance their client experience, gain greater control of their practice, maximize the value of their business, and optimize their growth. These key challenges and frustrations continue to be voiced by wirehouse, independent, and RIA advisors…
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For Firms Looking to Grow

At Elite Consulting Partners, we believe your needs and the needs of your advisors are of utmost importance. Our value-add is based upon our deep understanding and relationships within the financial services ecosystem, consisting of captive and independent financial advisory firms…
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Why Elite Consulting

  • Deep Understanding & Relationships

    Our Associates have deep industry r... +
    Our Associates have deep industry relationships developed over many years. We tap into to these relationships to us deliver you the results you deserve.
    Our Associates have deep industry relationships developed over many years. We tap into to these relationships to us deliver you the results you deserve.
  • Expert Guidance

    Our advice and guidance come from d... +
    Our advice and guidance come from decades of experience in the industry. We bring that experience to the advice given to our clients.
    Our advice and guidance come from decades of experience in the industry. We bring that experience to the advice given to our clients.
  • Unparalleded Service

    Our consultative approach and proce... +
    Our consultative approach and process to a transition allows us to deliver a higher-end service experience to all of our clients. This approach helps us make every move a great success.
    Our consultative approach and process to a transition allows us to deliver a higher-end service experience to all of our clients. This approach helps us make every move a great success.
  • Considerable Time For You

    We take the extra time to get to kn... +
    We take the extra time to get to know each client and their needs. We work with clients throughout the transition process to make sure your move is successful.
    We take the extra time to get to know each client and their needs. We work with clients throughout the transition process to make sure your move is successful.
  • Superior Advice

    Our Associates have years of experi... +
    Our Associates have years of experience in the industry, and know what’s important to every one of our clients. They bring this knowledge to every relationship.
    Our Associates have years of experience in the industry, and know what’s important to every one of our clients. They bring this knowledge to every relationship.
  • Unbaised Advice

    Our goal is to deliver the very bes... +
    Our goal is to deliver the very best solutions our clients are looking for. We put your needs and goals at the forefront of every decision we make.
    Our goal is to deliver the very best solutions our clients are looking for. We put your needs and goals at the forefront of every decision we make.

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