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

ADVISOR TALK WITH FRANK LAROSA

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

Latest News

READ ALL NEWS

Elite Consulting Partners Acquires 3xEquity
May 21 2026

Elite Consulting Partners Acquires 3xEquity

Elite Consulting Partners announced today the acquisition of 3xEquity, a leading valuation and advisory platform serving financial advisors, RIAs, broker-dealers, and...
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Frank LaRosa, CEO of Elite Consulting Partners
Mar 09 2026

What to Watch, What to Avoid in This Hot Advisor Deal Market: Recruiter

By: Jane Wollman Rusoff, ThinkAdvisor Richest-ever transition deals for switching firms have put financial advisors "in the catbird seat." So offers Frank LaRosa,...
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LPL Financial Building
Jan 27 2026

LPL Might Not Retain 90% of Commonwealth Advisors. Why That’s Not Necessarily a Problem

Some of the Commonwealth advisors currently in the LPL system could wind up leaving later this year. By: Griffin Kelly, The Daily Upside Eh, close enough, right? LPL...
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clearing up cetera osaic rumors
Jan 16 2026

Let’s Talk About the Cetera-Osaic Rumors

This week I traveled to my Strategic Coach off-site meeting, where the focus is clarity, long-term thinking, and building businesses the right way. And in that spirit,...
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Jan 06 2026

The Evolution of the Modern Advisor

The financial services industry is in the midst of a massive bifurcation. On one side, you have the "practitioner" – the advisor who loves the markets, cherishes client...
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Oct 15 2025

Elite Marketing Concepts and FMG Announce Strategic Partnership to Empower Financial Advisors with Next-Generation Marketing Solutions

Moorestown, NJ — October 15, 2025 — Elite Marketing Concepts, a division of Elite Consulting Partners, today announced a strategic partnership with FMG, a leading...
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Oct 01 2025

Gladstone Wealth Partners and Elite Consulting Partners Announce Strategic Partnership to Accelerate Advisor Growth Through Recruiting and M&A Services

Palm Beach Gardens, FL — September 12, 2025 — Gladstone Wealth Partners, one of the nation’s foremost independent wealth management firms, today announced a strategic...
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Sep 02 2025

Wealth Management 2025 Midyear Outlook

Navigate today's complex financial landscape with our comprehensive 2025 Midyear Outlook. August 13, 2025 Navigate today's complex financial landscape with our...
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May 21 2025

LPL Taps Anna Kendrick in Latest Ad Campaign

By Griffin Kelly gr*****@************de.com LPL Financial is rolling out the red carpet. The nation’s largest independent broker-dealer is looking to expand its reach...
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Mar 06 2025

Brokerages Up the Ante on Advisor Loans

The independent broker-dealer LPL reported $2.3 billion in net advisor loans last year, up a whopping 53% from 2023, per an SEC filing. Griffin Kelly...
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