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.

Latest News

23 Feb

BEHIND THE CURTAIN – INDUSTRY PERSPECTIVES FROM FRANK LaROSA: Taking it Old School – Is There a Place for Transactional Advisors in Financial Services Firms Today?

Just as diversification is important to a portfolio, diversification in the types of advisors at a firm is equally important. While the industry is showing a decided shift to fee-based business or what is often considered “plain vanilla or packaged product offerings”, the fact is that commission business, investment banking, capital markets, and private placement business is not dead.... +
13 Feb

BEHIND THE CURTAIN – INDUSTRY PERSPECTIVES FROM FRANK LaROSA

You are intrigued by the prospect of going off on your own as an RIA, Hybrid, or Independent.... +
6 Feb

BEHIND THE CURTAIN – INDUSTRY PERSPECTIVES FROM FRANK LaROSA

As a young producer back in 1999, I successfully moved 90% of my clients from Prudential Securities to Smith Barney without violating any rules or regulations. Now, fast forward to 2004 when protocol came into play.... +
1 Feb

BEHIND THE CURTAIN – INDUSTRY PERSPECTIVES FROM FRANK LaROSA

Industry Trends Point to Larger Retail Firm Concerns About Advisors Going Independent It is not uncommon to hear, on a daily basis, the news of significant multimillion-dollar advisor teams leaving one of the large retail houses to embrace the benefits of going independent. ... +
23 Jan

Elite Consulting Partners Leads Transition of $1.1 Million Dollar Team from Wells Fargo FINET to Raymond James

Elite Consulting Partners Leads Transition of $1.1 Million Dollar Team from Wells Fargo FINET to Raymond James... +
22 Aug

UBS Recruits 378m Team from Morgan Stanley

UBS recruited a team from Morgan Stanley that managed approximately $378 million in client assets, a spokesman confirmed.... +
22 Dec

Is There a Culture-Cancer within Wells Fargo?

In 2015, more advisors than ever are going independent. A report from the Aite Group shows that independent houses have grown 110%, as opposed... +
11 Jul

Raymond James’ executives sees record recruiting year for top advisors.

NEW YORK (Reuters) - U.S. investment bank and brokerage firm Raymond James Financial expects 2014 to be its best... +
31 Mar

After a fast start, recruiting hits a wall

The pace of adviser movement into and out of wirehouses picked up at the beginning of this year, compared with a slow 2012,... +
27 Mar

Tax Season Keeps Advisors in Their Seats

The pace of adviser movement into and out of the wirehouses picked up at the beginning of this year compared to a slow 2012,... +
7 Oct

Morgan Stanley in Recruiting Cross-hairs

The two heavyweights of the wirehouse world are going toe-to-toe. Bank of America Merrill Lynch and Morgan Stanley Wealth Management... +
4 Oct

Recruiters Say Morgan Stanely is caught in Cross-hairs

The two heavyweights of the wirehouse world are going toe-to-toe. Bank of America Merrill Lynch and Morgan Stanley Wealth Management,... +
16 Sep

Now Work really Starts at MSSB

Morgan Stanley was widely seen as the winner in the deal announced last week to purchase Citigroup Inc.'s stake in Morgan ... +

Client Testimonials

After 20 years at Morgan Stanley, I needed to find a firm that would be the right fit for me and my clients. I would not have trusted anyone else but Frank to help me make the move. He knew exactly where I should go, and guided me every step of the way. He gave me piece of mind, and I could not have done it without him.

E.S. Morgan Stanley to UBS 25+ year veteran Corporate services business

I was terminated from Wells Fargo and did not understand how important it was to take immediate steps to land at a new firm. I was fortunate enough to have Frank on my side, who quickly helped me solidify a great offer to work in a franchise office shortly after my termination.

M.G. Terminated from Wells/Hired at Ameriprise 35+ year veteran Discretionary Advisor Practice