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Advisor Practice Transitions
Our discreet services include practice valuation, succession planning, and introductions to trusted firms seeking new talent and client relationships.
Financial Talent Acquisition
Our national reach and industry connections ensure you always have access to the best candidates in the market.
Executive Search & Team Lift-Outs
For firms seeking to add leadership or entire teams, Pathfinder manages targeted executive searches and orchestrates seamless team transitions.
FAQ
Pathfinder helps Financial Advisors transition their practices to the ideal home and assists firms in recruiting top financial talent. We provide practice transition support, recruitment, executive search, and team lift-outs, all backed by decades of industry expertise.
We partner with a wide range of organizations including banks, broker-dealers, RIAs, and wealth management firms—connecting them with advisors and teams that align with their vision, culture, and growth strategy.
We begin by understanding your unique goals, then leverage our network to identify the right firms. From introductions and negotiations to due diligence and integration, we handle the details so you can focus on your clients and future.
Confidentiality and integrity are at the core of our process. Advisors and firms trust us to protect their interests, reputations, and client relationships at every stage of a transition or recruitment engagement.