Considering a Move?

We are recruiters specializing in the unique needs of established financial advisors who service the retail investment market. Our objective is to help FA's and their clients identify the ideal Broker Dealer or Custodian for their practice.

We are committed to providing the most timely and smoothest transition possible for you and your clients. [More...]

Buy or Sell a Practice

Buying or Selling a Practice - Financial Advisors
If you are a financial advisor looking to acquire or sell a practice, Willis Consulting Inc. can assist you in the process.

If you are considering selling your business (or acquiring one), it is important you find a financial firm you can trust, who shares your same values, and will treat your clients the way you have.

Whether you decide to sell your practice outright, transition it over time, or scale back and work with select clients, we’ll help you do it your way.
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Financial Advisors

experienced financial advisorsYou already know that before making any career change, it’s important to do your homework. That’s why you ended up on our site. You need to ask all the right questions, and make sure you’re getting the right answers.

Our client firms include brokerage firms, custodians, registered investment advisors, and banks. We specialize in the recruitment and placement of registered representatives and financial advisors.

We will discreetly and professionally represent you and your needs. [Learn More...]

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