About Us

The experienced team advisors trust with their next move

Who We Are

Built to put advisors first

Advisor Outreach helps financial advisors transition to better-fit firms with minimal disruption. Along your journey to more independence, better compensation, or the right culture fit, we’ll lead you through every step of the process.

In doing so, we stand steadfast in our core values of trust, honesty, and the commitment to ongoing support. If staying where you are is the best decision based on your needs, we will say so (and explain why). We do not shy away from hard conversations, because what’s best for you may not be what’s easiest to hear.

If you’re thinking of making a change, we understand you have many potential paths ahead of you. Operating as a fully independent and unbiased partner, we maintain the full freedom to align our guidance with the desire to help you be successful in this journey.

By The Numbers

A Track Record That Speaks For Itself

First-Match Rate

We’ve supported hundreds of
advisors transitioning millions in
AUM looking to find a better fit.

Top 0 Firm

According to our
Broker-dealer Partners

We’ve supported hundreds of
advisors transitioning millions in
AUM looking to find a better fit.

Years in Business

For half a decade, we’ve taken great
pride in doing what we love, and
we’ve grown while doing it.

Meet Our Leadership Team

The high-touch, boutique experience you deserve

Chris Meinsen,Founder & President
Get to know Chris

Chris Meinsen

Founder & President

I founded Advisor Outreach with a simple belief: financial advisors deserve clear guidance, real leverage, and someone firmly in their corner when making career decisions that shape their lives.

I’ve always believed that advisor transitions are rarely just business decisions. They’re life decisions. That perspective shapes how I lead Advisor Outreach: steady, candid, relationship-focused, and committed to doing the right thing, even when that means advising someone to stay exactly where they are.

Since founding AO, I’ve had the privilege of building a team that shares those values. Alongside my longtime colleague and Managing Director, Soch Chay, we’ve grown Advisor Outreach from an idea into an established national recruiting and transition consulting firm, developing processes and relationships that help advisors navigate an increasingly complicated industry.

Over the years, I’ve helped guide hundreds of successful advisor transitions, working with advisors and teams across a wide range of business models. But my focus has always gone beyond economics. The right move isn’t necessarily about the biggest check or highest payout. It’s about alignment, independence, long-term opportunity, and building a business that supports the life you want to live. That philosophy is personal to me.

I feel incredibly fortunate to share my life with the woman I love and our three kids. Being present, leading by example, making memories, and finding time to enjoy the life we’re building together matter more to me than any professional accomplishment.

The photo featured here was taken during a family trip to Japan. It’s a reminder of something I discuss with advisors regularly: freedom, flexibility, and control over your time can be just as valuable as financial success.

Outside of work, I enjoy traveling with my family, fitness, personal growth, and experiencing different cultures and perspectives. I believe there’s always something new to learn, whether it’s from an advisor, a colleague, or someone halfway around the world.

Ultimately, I believe success isn’t just about growing a bigger business. It’s about building a better life. And that’s the philosophy behind everything we do at Advisor Outreach.
Soch Chay,Managing Director
Get to know Soch

Soch Chay

Managing Director

Chris and I began working together nearly 15 years ago, long before Advisor Outreach existed. Over the years, we’ve built successful teams, navigated different industries, and learned that lasting success comes from one simple principle: always put the client’s needs first.

I’ve been part of Advisor Outreach since day one, helping grow the company from a startup into the respected, established firm it is today. I’m especially proud of the processes we’ve developed, the relationships we’ve built, and the reputation we’ve earned by consistently doing what’s right for financial advisors.

Some of the systems we pioneered have even become models for others in our industry.

As Managing Director, I oversee our advisor pipeline and work closely with our team to make sure every advisor receives the attention, guidance, and support they need throughout the process. From the first conversation through evaluating opportunities, negotiating offers, and ultimately making a transition, my priority is ensuring nothing falls through the cracks and every advisor feels supported along the way.

I also enjoy building relationships with our partner firms, attending industry conferences, visiting home offices, and getting to know the people and cultures behind the organizations we recommend. Understanding a firm’s leadership, values, and commitment to its advisors is just as important as understanding its economics.
I’m based in Orlando, Florida, and family has always been a big part of my life. I’m close with my two sisters and especially grateful for my mom, who means the world to me.

Outside of work, you’ll usually find me on a golf course, fishing, or listening to some good ’90s rock or country music.
After nearly 15 years working alongside Chris, one thing hasn’t changed: we believe that when you genuinely put people first, the business takes care of itself.

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What Makes
Advisor Outreach Different

Fully Independent

Our recommendations reflect what’s best for you, even if that means no move at all.

Unlike most recruiting firms, we’ve built an extensive network to widen your access to ample options based on your goals.

Hands-on Support

We understand the real-world challenges you face before, during, and after a move.

We want to know about your lifestyle, flexibility, succession planning, family priorities, and quality of life to make sure we’re finding the best fit for you.

Proven Experience

We’ve helped hundreds of financial advisors explore their options and successfully transition.

Our trusted relationships with many of the industry’s leading broker-dealers, RIAs, and custodians give you access to opportunities you may not discover on your own.