Our Mission
“We empower advisors to make the RIGHT move, not just the NEXT move.”
Frank LaRosa
CEO of Elite Consulting Partners
SERVICE HIGHLIGHTS
Navigate the business realm from a single source
For Firms Looking to Grow
At Elite Consulting Partners, we prioritize the needs of both you and your advisors. Our value comes from our deep understanding and strong relationships within the financial services ecosystem, including advisory firms, managers, support staff, compliance, recruiting teams, and OSJs/Super OSJs.
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For Advisors On The Move
Financial advisors and RIA’s seek ways to improve client experiences, gain control of their practice, maximize business value, and drive growth. These challenges are common among wirehouse, independent, and RIA advisors navigating a rapidly evolving and complex industry.
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TESTIMONIALS
“I usually made my own deals with companies but my life is so busy that I figured that I would use your services and let [your consultants] go to bat for me. They were extremely professional and were able to listen to their client and deliver just what I was looking for (seemingly simple thing that most can't do)."
Financial Advisor
NY
“Thank you! You really gave us both excellent direction and also the confidence that we were being thorough in our research in due diligence. Without wasting time on things that weren’t a good fit.”
Financial Advisor
WA
“We are more than thrilled to be working with such a great team here. The white glove service at Elite Consulting was more than Elite! ”
Financial Advisor
NJ
“We can’t thank you enough, and we couldn’t be happier. Our business has grown exponentially already, even just for the simple reason of leaving Wells Fargo. We have gotten more referrals, more new clients, and new accounts from existing clients …growth that NEVER would’ve happened should we still be at Wells.”
Independent Advisor
NJ
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