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.
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
PODCAST
Podcast Series
ADVISOR TALK WITH FRANK LAROSA
NEWS
Latest News
READ ALL NEWS
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...
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 l...
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 a...
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 impres...
Frank LaRosa Pens Article For WealthManagement.com Mid-Year Outlook Report
Excerpted from “Recruiting Ramp-Up: How The Volatile Market Will Accelerate Advisor Transitions”, by Frank LaRosa With market fluctuati...
Frank LaRosa Featured in Barron’s Article Discussing Interview Strategies for Financial Advisors
Excerpted from “So You Are An Advisor Who Just Got Fired. Here Are Interview Strategies For Your Next Job”, by Frank LaRosa You’ve ju...
Elite Consulting Partners Announces Kyle Kroberger, National Market Manager, Senior Transition Consultant
It is with great excitement that Elite Consulting Partners announces the addition of Kyle Kroberger, National Market Manager and Senior Transition ...
Elite Consulting Partners, a leading national financial services transition consulting firm, announces Dale Dempsey as President.
Elite Consulting Partners is pleased to announce the promotion of Dale Dempsey to the role of President of Elite Consulting Partners. Dale has serv...
Frank LaRosa Pens Article For WealthManagement.com 2022 Market Outlook
Excerpted from “Stand Out From The Crowd”, by Frank LaRosa The migration of advisors to the independent model has been a trend that ...
Frank LaRosa Featured in Barron’s Article on Key Insights for Recently Terminated Advisors
Excerpted from “Bouncing Back”, by Frank LaRosa When a financial advisor loses their job—for one of a variety of reasons—their most...
Frank LaRosa Shares Strategies Advisors Can Use Now to Ensure Future Success In AdvisorHub Magazine
Excerpted from “How Will You Pivot?”, by Frank LaRosa The financial services game is changing. The question is – are advisors up ...
Elite Consulting Partners, a Financial Services Transition Consulting Firm, Opens Third Nationwide Office Location in Mt. Laurel, New Jersey
Excerpted from PR Newswire Press Release. Elite Consulting Partners has announced the opening of their third nationwide office location in Mt. Laur...
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