At Fiduciary Search Group, we are dedicated to fostering effective and successful partnerships between our clients and candidates. Our approach is anchored in trust, integrity, and fiduciary excellence. By consistently delivering personalized solutions, we strive to elevate the careers of wealth advisors and contribute to the growth and success of the companies we serve.
Let's connect and explore the possibilities together!
Representing and serving clients under a Fiduciary Relationship, Fiduciary Search Group's model and infrastructure caters to Recruiting, Procurement, Advocacy, Placement and M&A Activities, and is designed to serve Elite Wealth Advisors, RIAs and small to mid-sized Broker Dealers in the Financial Services Industry.
A UNIQUE APPROACH
Historically, Recruiters and Headhunters have represented Financial Services Firms, not individual Advisors. This model limits their ability to present Advisors with options beyond the companies they have contracts with or are obligated to represent. Michael Brody has achieved great success with this model over the past 20 years. With the rapid expansion of independent options, he has created a novel and effective customized offering to directly address the needs and demands of today’s Wealth Advisors.
Based upon the evolving Financial Services Industry and the trend towards independence, FSG is a dynamic new opportunity for Advisors, RIAs and BDs searching for a relationship with a company built upon fiduciary representation.
Specialties: Breakaway Advisor, Fee only, Fee-only, Broker/Dealer due diligence, Independent Broker/Dealers, Financial Advisor recruiting, Investment advisor recruiter, broker recruiting, RIA, Registered Investment Advisor, Custodians, Financial advisors changing firms, Independent financial advisors, wirehouse to independent, business consulting and succession planning.
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Industry
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Staffing and Recruiting
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Company size
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2-10 employees
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Headquarters
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Westwood, New Jersey
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Type
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Privately Held
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Founded
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2018
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Specialties
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RIA Consulting, RIA Start-up Services, Outsourced RIA/BD Recruiting, RIA Roll-ups, Clearing Firm Changes, Custodian Changes, Advisor Transitions, Advisor Recruiting, Break-Away Advisors, Deal Negotiations, Transition Consulting, Custodian Consulting, Independent Broker-Dealers, RIA's, Succession Planning, Internal Recruiting Team Coaching, Terminated Advisors, Regional Firms, Private Banks, Investment Banks, Broker-Dealer M&A, OSJ's, OSJ Roll-ups, and Clearing Firms
