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…

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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.

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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.

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PODCAST

Podcast Series

THE FINANCIAL ADVISOR’S ADVISOR

Created by Elite Consulting Partners President and CEO Frank LaRosa to give guidance and advice on a host of different topics all centered around the financial advisor, RIA, and other practitioners

NEWS

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