Your next seat.
The right fit.
From hundreds of openings to your top 3 — in a week. Every RIA and broker-dealer hiring in the US, tracked and ranked against what you actually want.
Three steps. One right seat.
No cold applications. No bidding wars. No noise.
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. Just your matches, ranked.
We handle the intros
When you say yes to a seat, we make the warm intro. You walk into every conversation knowing it fits.
Your current firm never hears about it.
Confidentiality isn't a feature of our process. It is the process.
- Your name never appears in a database a firm can browse
- Your profile is shared only after you approve a specific intro
- Never shared with your current firm or its affiliates
- Conversations on your schedule, from your personal contact info
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 — so your shortlist comes from the whole market, not someone's rolodex.
What advisors get
The whole market, tracked
Every RIA and broker-dealer hiring right now — monitored continuously, not remembered occasionally.
Ranked by your fit
Openings scored against your production, platform preferences, geography, and comp floor. You only see seats worth your time.
Warm intros only
When you approve a match, we make the introduction directly to the decision-maker. No cold applications, no bidding wars.
Zero cost to you
The hiring firm covers our fee when you accept an offer. Your search, your shortlist, your intros — free.
The team behind your next move
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."

Questions advisors ask
How does your process actually work?
Does it cost me anything?
How long until I see my first shortlist?
What if I'm just curious about my options?
Will my current firm find out I'm looking?
Grab 20 minutes with Tony and the team.
Pick a time that works — it's a confidential phone call, no cost, no obligation. Just a clear picture of the seats open to you right now.
Not ready to book? Leave your details below and we'll reach out within one business day — everything stays confidential.
The market moves. Know where you stand.
A 20-minute confidential call. No obligation, no cost — just a clear picture of the seats open to you right now.
Book a confidential call