For Advisors For Firms AI Recruiting Agent Book a call

For Wealth Management Firms

Fill your next advisor seat with someone who actually fits.

We function as your in-house recruiting team — sourcing and qualifying experienced advisors, managers, and managing partners in your territory.

Schedule a discovery call See pricing

Tony Lopez and the Fractional Sales recruiting team

Start with a 90-day tryout.

We build momentum in your territory and bring six high-quality candidates into your process. After that, cancel anytime — we stay incentivized to make sure you're thrilled with the results.

90 daysa tryout engagement to build recruiting momentum in your territory

6high-quality candidates brought into your hiring process during the tryout

Anytimecancel after the tryout — no long-term lock-in. We earn the renewal every month

What your retainer covers

Retainer, not contingency — we're paid to fill your seat, not to shop candidates to the highest bidder.

Experienced producers only

Advisors with established books, sales managers, and managing partners / general agents — not trainees.

Sourcing to intro, end to end

We source, qualify, and make warm introductions. You get conversations with fits, not resume dumps.

Your territory, mapped

We track every movable advisor in your market and know who's open to a conversation before anyone else does.

Aligned incentives

Placement bonuses are tied to advisor experience and production — we win when your seat is filled with the right person.

Pricing

Transparent pricing

$5,000–$10,000/month

Retainer varies with the size of your territory, plus placement bonuses tied to advisor experience and production.

No surprises, no percentage-of-comp games — you know exactly what the engagement costs before we start.

Schedule a discovery call

New · Powered by Skye AI

Prefer autopilot? Meet the AI Recruiting Engine™.

Software that sources licensed advisors in your territory, runs the outreach and follow-up automatically via SMS, voice, and email, and books qualified interviews straight onto your calendar. Use it standalone — or pair it with our recruiting team.

30 – 65%more advisor interviews, typically in under 15 days

10+qualified appointments per week on your calendar

Zerosetup or training — done for you

Explore the AI Recruiting Engine →

The team recruiting for you

The people doing the sourcing, qualifying, and warm introductions in your territory.

President & CEO

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.

LinkedIn → tony@fractionalsales.co

Kevin PriceSenior Recruiter

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.

LinkedIn →

kevin@fractionalsales.co

Tasha VerricoVice President of Relationships

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.

LinkedIn →

tasha@fractionalsales.co

Eduardo GuadarramaSenior Technology Officer

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.

LinkedIn →

lalo@fractionalsales.co

What leaders say about working with Tony

"Tony is generous in sharing his network and goes above and beyond to make sure he helps companies attract top talent!"

Jerry RollinsCEO & Founder, Sage Executive Group

"Tony did an outstanding job. His unique style of leadership allowed each representative to grow their practice while also developing as a person."

Bob FakhimiAngel Investor

Questions firms ask

How does the retainer work?

You pay a monthly retainer of $5,000–$10,000 depending on the size of your territory, plus placement bonuses tied to the experience and production of the advisors we place. We function as your in-house recruiting team for the engagement — sourcing, qualifying, and introducing candidates continuously.

What roles do you fill?

Experienced financial advisors, sales managers, and managing partners / general agents. We focus on producers with established books and leaders who can build teams — not trainees.

How does the 90-day tryout work?

New firms start with a 90-day tryout. In that window we build recruiting momentum in your territory and bring six high-quality candidates into your process. After the tryout you can cancel at any time — there's no long-term lock-in, which keeps us incentivized to make sure you're thrilled with the results month after month.

How do you find candidates other recruiters miss?

A typical recruiter works from a network of 30 or so firms and the same circulating resumes. We continuously track hiring signals and advisor movement across every RIA and broker-dealer in the US, so we know who is movable in your territory before they're on anyone else's radar.

Is this a fit for my firm?

Our best clients are firms that can attract talent in their territory, want experienced advisors rather than trainees, have someone who owns hiring internally, and are willing to give the model a real 90-day tryout.

Your next advisor is already working somewhere else. We know where.

A discovery call costs you nothing — walk away with a read on the talent actually available in your territory.

Schedule a discovery call Email tony@fractionalsales.co