Transition Solutions

Work with the Best, Because Making a Move is a Serious Endeavor

Advisor Transition Solutions

Elite Consulting Partners consults with financial advisors to explore transition opportunities within the Wirehouse, Regional, Independent, and Registered Investment Advisor (RIA) platforms. Your personal and business needs take priority over all other considerations. 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.

For those advisors looking to transition into retirement, we provide the knowledge and care to ensure that you are leaving your practice in good hands and realize the value of your hard work. During the discovery process, we strive to get to know you, your culture, and platform comfort levels before recommending a new firm. Your goals become our goals, and by getting to know your needs and objectives, we can help you make the right choice.

If your goal is to find the right firm or platform provider for your clients, your business, and your family, we can help you in your search. We work with some of the best firms in the industry: from wirehouse firms to super-regionals, and regionals to independent platform firms. This breadth of selection allows us to find the right firm for you.

Think of us as your agent. Our goal is to help you find the right firm that will allow you to secure your vision of your future. As a top recruiter and manager (OnWall Street “Top 10 Manager – 2010”), our president, Frank LaRosa, knows what needs to get done for your success when making a move. He can guide you through the process and ensure a successful transition.

Most importantly, our founder knows from his vast experience where you should go, how deals work, and what it takes to negotiate all types of deals in order to get what you deserve from your new firm. As a former advisor, branch manager and complex director, you benefit from his knowledge and expertise to help you take your business—and your income–to new levels at a new firm.