Your Next Seat. The Right Fit.
From hundreds of openings to your top 3 — in a week.
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Every RIA and broker-dealer hiring right now — tracked for you
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Ranked by fit to your production, platform, geography, and comp floor
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Warm intros made for you. No cold applications, no bidding wars
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Fully confidential. Your current firm never sees your name
Tell us what you want
A 20-minute intake. Your book size, platform preferences, comp floor, geography, and dealbreakers — so we know exactly what seats to surface.
Review your shortlist
Within a week, you see the top 3–5 openings across the market that actually fit. No noise, no recycled pitches — just your matches, ranked.
We handle the intros
When you say "yes" to a shortlist, we make the warm intro. You walk into every conversation knowing the seat fits — and your current firm never hears about it.
A typical recruiter knows 30 firms. We track all of them.
Most advisors never find their best seat — because traditional recruiters pitch the five firms paying them the richest referral fee. We built something different. We continuously track every RIA and broker-dealer hiring in the US, score each opening against your specific criteria, and rank them by real fit. You get the full picture of the market in a week. No throwaway calls, no generic "opportunities," no relationships to manage. Just the three seats actually worth a conversation — with a warm intro waiting when you're ready.
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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"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 on our business will last in the long term."
Frequently Asked Questions
How does your process actually work?
We continuously track hiring signals from every RIA and broker-dealer in the US — comp plans, platform stack, book expectations, geography, team structure. When you tell us your criteria, we rank every open seat in the market against your fit profile and surface only the top matches. You see the shortlist; we handle the intros.
Does it cost me anything?
No. Advisors never pay us. The hiring firm covers our fee when you accept an offer — same as any recruiter, but with the advantage that we see the full market instead of a handful of relationships.
How long until I see my first shortlist?
Within 7 days of your intake call. Most advisors have their top 3 matches and a first firm conversation within two weeks.
Will my current firm find out I'm looking?
No. Every step is confidential. Your name never reaches a firm until you explicitly approve the intro. No database listings, no resume circulating, no recruiters talking.