When it comes to changing broker-dealers, financial advisors face a complex and often emotional decision. From payout structures and client portability to cultural fit and long-term career goals, there are countless variables to evaluate. That’s why more advisors are turning to specialized third-party recruiting firms like Advisor Outreach to guide them through the process.

Here’s why Advisor Outreach stands out—and why having an advocate matters.

1. Objective Guidance, Not Sales Pitches
   At Advisor Outreach, we aren’t employed by any one firm. Our loyalty is to you. That independence allows us to match advisors with the broker-dealer or RIA platform that aligns with their goals—not one we’re obligated to push. You get transparent insight, not a hard sell.
2. Access to a Broad Network of Firms
   We maintain relationships with top independent broker-dealers, RIA aggregators, and hybrid platforms across the country. This allows us to present you with vetted options you may not discover on your own. We do the legwork to make sure each firm meets your criteria.
3. Confidential, Streamlined Process
   One of the biggest risks in transitioning is word getting out before you’re ready. We protect your confidentiality every step of the way. Our streamlined process minimizes distractions and lets you focus on your clients while we handle the research and outreach.
4. Strategic Advocacy During Negotiations
   Compensation, transition packages, and platform flexibility can all be negotiated—but many advisors don’t know what’s possible. We do. As your advocate, we help ensure you get the most competitive deal available, backed by data and experience.
5. Advisor-Centric Philosophy
   We’re not just recruiters. We’re consultants, sounding boards, and long-term partners. Our team has deep industry knowledge and understands the personal and professional stakes of making a move. We treat each advisor relationship with care, respect, and discretion.

Start Exploring the Possibilities

Whether you’re actively considering a move or just want to explore what else is out there, Advisor Outreach is here to help. Our services are confidential and free to advisors.

Book a Discovery Call with Our Team by filling out the form below.

Choosing to change broker-dealers is a big step. Let us walk with you and make it easier.