A typical recruiter knows 30 firms. We track all of them.
We continuously monitor hiring signals from every RIA and broker-dealer in the US — comp plans, platform stack, book expectations, geography, team structure. Advisors get the whole market ranked by fit. Firms get candidates no one else has surfaced.
- Warm introductions, never cold applications or resume dumps
- Fully confidential for advisors — firms never see a name without approval
- Retainer model for firms — incentives aligned with filling the seat right
- One team handling both sides, so matches actually match
The team behind the matches
Deep industry relationships, real market knowledge, and zero wasted conversations.
Tony Lopez
Tony was born in San Francisco, California and graduated with a degree in Economics at UC San Diego. He began his career in financial services with MassMutual Financial Group as the VP of Sales for Silicon Valley. After 14 years, Tony sold his wealth management practice in 2021 and started Fractional Sales Inc.
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A former financial advisor and Managing Director, Kevin has sat on your side of the desk. He's known for listening past the comp grid to what an advisor actually wants from their next chapter.
Tasha is the relationship builder behind our advisor conversations, helping experienced advisors explore their options with a growth mindset and zero pressure. She believes the best career moves start with curiosity — not desperation.
Lalo went from running kitchens at Google to building the technology that tracks every RIA and broker-dealer hiring in the US. MIT-trained, he's the engine behind our market coverage — finding the right people for the right firms.
People who've worked with us
"Tony did an outstanding job. His unique style of leadership allowed each representative to grow their practice while also developing as a person."
"Tony is generous in sharing his network and goes above and beyond to make sure he helps companies attract top talent!"
"Having Tony working with our C-Suite has made a tremendous difference in building our strategy. His impact will last in the long term."
Whichever side of the table you're on, start with a call.
Twenty minutes with Tony and the team — confidential for advisors, no-obligation for firms.