Elite Consulting Partners is a transition consultant, practice management,
and business consulting firm focused on providing strategic advice
and solutions to the financial services industry.
Make Your Best Move!
Contact Us for a Free Consultation
About Elite
Consulting Partners
Let us help you with your next move because
a good partner is critical to your success.
Elite Consulting Partners is a transition consultant, practice management, and business consulting firm focused on providing strategic advice and solutions to the financial services industry.
We offer unparalleled service, unbiased advice, and expert guidance to our advisor and corporate clients. We ensure our clients’ objectives and goals are realized during their duediligence and transition process.
Frank LaRosa
Founder/Chief Executive Officer
Business Consultant & Transition Expert
Recently Terminated Advisors
Elite Consulting Partners consults with financial advisors that have been recently terminated by their broker dealer…
Retainer Fee Services
Financial advisors and independent RIA/Hybrid business owners are continually exploring options to enhance their client experience,…
SERVICES
Our Services
WHAT WE CAN DO FOR YOU
Valuation & Deal Services
Elite Consulting Partners consults with financial advisors and teams that are contemplating a transition to a new broker-dealer, rolling into an RIA, or succession planning.
Learn More
Broker Deal & RIA Services
At Elite Consulting Partners we believe your needs and the needs of your advisors are of the utmost importance. Our value-add is based upon our deep understanding of and relationships within the financial services ecosystem, …
Learn More
Financial Advisor Services
Elite Consulting Partners consults with financial advisors to explore transition opportunities within the wirehouse, regional, independent, and registered investment advisor (RIA) platforms.
Learn More
Break-Away Advisor Consulting
Financial advisors and RIA’s are always searching for ways to enhance their client experience, gain greater control of their practice, maximize the value of their business, and optimize their growth.
Learn More
PODCAST
Podcast Series
ADVISOR TALK WITH FRANK LAROSA
NEWS
Latest News
READ ALL NEWS