It’s Your Move, Make it With Confidence.

Knowledge and skill are but pawns to use
in the larger game.

Strategy And Mindset Are Keys

Success comes through seeing that big picture
and making the right next step

The Right Team Insures The Right Outcome

Gather the resources and insight which will
guide your course

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.

Let’s Talk.

For Firms Looking to Grow

At Elite Consulting Partners, we believe your needs and the needs of your advisors are of utmost importance. Our value-add is based upon our deep understanding and relationships within…

For Advisors On The Move

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.

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.

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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, …

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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.

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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

NEWS

Latest News

READ ALL NEWS

Sep 20 2024

The Top 5 Traits of Leading Recruiters in the Financial Services Industry

by Frank LaRosa, President/CEO – Elite Consulting Partners and Philip Waxelbaum, CEO, Masada Consulting Navigating the many complexities of business transitions as a...
Jun 18 2024

Independent Advisor Insights: Keys to Unlocking Sustainable Success

by Frank LaRosa, President/CEO – Elite Consulting Partners In the competitive realm of financial advising, independent advisors play a crucial role in helping clients...
Mar 20 2024

From Deal Breakers to Deal Makers: Navigating Financial M&As

by Frank LaRosa, President/CEO – Elite Consulting Partners In the high-stakes world of mergers and acquisitions (M&A), where an advisor’s life’s work can be bought...
Dec 06 2023

Elite Consulting Partners Announces Acquisition of Advisor Successions, LLC, as Part of the Launch of Its Newest Business Entity, Elite Advisor Successions

by Elite Consulting Partners Elite Consulting Partners, the nation’s largest financial services transition and business consulting firm, announced their acquisition of...
Sep 20 2023

Questions to Ask Yourself When Considering a Transition

by Frank LaRosa, President/CEO – Elite Consulting Partners Knowing when to make a move as a financial advisor can be difficult. There are many factors to consider...
Feb 09 2023

Kelce versus Kelce: How Two Brothers Journey to the Big Game Mirrors an Advisor’s Journey to Independence

By Frank LaRosa, CEO – Elite Consulting Partners, Excerpted from AdvisorHub Every sports fan’s favorite weekend is upon us as Philadelphia and Kansas City gear up for...
Jan 04 2023

Frank LaRosa Featured Columnist in WealthManagement.com 2023 Market Outlook

Excerpted from "It's All About The Client", by Frank LaRosa The last half of 2022 for the financial services industry was defined by a swinging pendulum of market...
Nov 17 2022

Elite Consulting Partners, The Nation’s Largest Financial Services Transition Consulting Firm, Announces Stacey Frank as Vice President

Elite Consulting Partners is pleased to announce the promotion of Stacey Frank to the role of Vice President. Elite has established itself as the leading consulting...
Sep 13 2022

Elite Consulting Partners Appoints Michael Ryan, Vice President Mergers & Acquisitions

Elite Consulting Partners announced today its affiliation with Edgesx, a Fort Lauderdale-based recruiting and transition consulting firm, and the addition of Michael...
Aug 18 2022

Elite Consulting Partners Hits 50 Employee Milestone; Continues Rapid Nationwide Growth Trajectory

Elite Consulting Partners, the recognized financial services industry leader in transition consulting and business services, has crossed the impressive milestone of 50...

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