At Elite, We Approach the Business Differently to Meet Your Needs

Business 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, consisting of: captive and independent financial advisory firms, complex managers, regional managers, branch managers, support staff, compliance, in-house recruiting departments, and OSJs/Super OSJs.


Our team is committed to meeting your needs and delivering the results you deserve and expect from a consulting firm.

Strategic Advisor Acquisition Program

We provide a strategic advisor acquisition program for clients looking to acquire top advisor talent across the country. Our cost effective, strategic approach, allows you to apply a focused approach to bringing on new advisors and teams to your company.

Our retained recruiting program allows you to control the investment you are willing to make in new advisor acquisitions. This program is a new and innovative way for large IBD’s, small IBD’s, and RIA’s to have greater success in recruiting.

BD / RIA M&A Services

With our knowledge of the current market, we can help you acquire BD’s or RIA’s. If you are looking to sell, we can help find the right buyer and guide you through the sales process.


Executive Search Services

We provide a focused retained search for clients looking to add executive’s at all levels. Our interview process will provide quality candidates to fill your search needs. We will help you fill positions on a timely manner and without the high cost of many of the larger search firms.

Expert Witness Service

Elite Consulting Partner’s founder has seen every client or advisor situation over his 20 year career. We can work with your internal or external legal counsel to give expert opinions, advice and testimony on cases against your advisors, or your firm.

Valuation Services

Elite Consulting Partners can help you determine what value your practice or business has in today’s market. We understand where you’ll get the best value because we know what firms are willing to pay for different businesses.

Start-up BD/RIA Consulting

Elite Consulting Partners has the experience and knowledge to help you with your start-up BD. We will consult with you on best practices and help you avoid the pitfalls of starting your new broker-dealer in today’s competitive environment.

Business Branding

Many firms take for granted how important their branding can be to the success of their firm. Let Elite Consulting Partners work with your team to create and design the right brand image for your practice or business.