Confidential call
Thirty minutes with a member of our team. We ask about your practice, your clients, your wish list, and what is making you look. Nothing leaves the room.
CONFIDENTIAL TRANSITIONS FOR ESTABLISHED ADVISORS
One firm.Not a dozen.
Most recruiters shop your name to every firm that will pay them. We study your practice, then name the one broker-dealer or RIA it belongs at. Nine in ten advisors take that recommendation.
Your name reaches no firm without your written permission.
The firm you join pays our fee. You never do.
Best fit: practices above $500,000 in trailing-12 production.
TWELVE FIRMS UNDER AGREEMENT. ONE RECOMMENDATION.
90%
join the first firm we name
<90
days from first call to completed move
Advisor Outreach placements, 2025 to 2026.
Introducing
ver. 1.7
AO Match.
Find out where you fit before anyone knows your name.
Eight questions about your practice. Three answers on screen in under three minutes. No name, no email, no firm contacted. You leave with a Match ID that only you hold.
01
Your fit profile
The kind of firm that wins advisors like you, and why. Three of twelve, never a list.
02
Your package range
Drawn from published transition data and our own placements. A band, not a promise.
03
The handcuffs math
What your unforgiven note costs against what a move pays, month by month, to the crossover. The number most advisors never see before they resign.
Try The Match Beta · Placeholder data
Match result · Example
Fit profile
Independent BD, advisory-first
Firms that fit
3 of 12 under contract
Package range
$500,000 to $1,100,000
Handcuffs crossover
Month 14
Illustrative figures. Ranges cite Diamond Consultants, Financial Planning, and Cerulli. Not an offer.
Who pays us
The firm you join pays us. You never do.
Our fee is paid by the broker-dealer or RIA you join, from its recruiting budget. It is never taken from your transition package or your payout. It does not vary by firm, so it cannot tilt the recommendation. If the right answer is to stay, you owe us nothing.
Cost to the advisorNone
Paid byThe firm you join
Effect on your package or payoutNone
Fee across recommended firmsSame
If you decide to stayNothing owed
We hold recruiting agreements with a select group of independent broker-dealers and RIAs. On the first call we tell you whether the firm we recommend is one of them.
The search
Every firm will tell you it is the best fit.
Meet six broker-dealers and you will hear six pitches, six grids that do not compare, and six recruiters paid on signature.
You will give evenings to due diligence and still not know who is telling the truth about net payout, transition support, or what happens to your clients on day one.
How it works
The One-Firm Match
Five steps. One recommendation. We stay through the paperwork.
Start with the confidential callFit analysis
We compare your practice against the firms we know from the inside: economics, platform, culture, transition support, and what their last ten movers said.
One recommendation
We name the firm we believe fits, and we tell you why. If the honest answer is that you should stay where you are, we say that too.
Introduction
With your written permission, we introduce you to the decision-makers at that firm, not a call center. We sit in on the meetings if you want us there.
Transition
Offer review, package comparison, timeline planning, and a direct line to us through repapering and the first ninety days.
Who we help
Built for advisors who own their book, or intend to.
Four situations we see every week. Each has its own economics, its own risks, and its own short list of firms that handle it well.
Independent to independent
Your firm was acquired, the technology stalled, or the service stopped.
You want a better platform without disruption to clients. We compare net payout after ticket charges, platform fees, and technology costs, not the grid.
Edward Jones and employee channel
You want to own the book, brand the practice, and control the schedule.
We know which firms handle non-Protocol moves well, and we will point you to employment counsel before you resign.
Bank and insurance channel
You built a practice inside someone else's walls.
There is a path to keeping the clients and changing the economics. We give you a candid read on what moves and what does not.
RIA, hybrid, and succession
Joining an RIA, going hybrid, buying a book, or selling yours.
We map the options with real economics before you pick a lane.
We take a limited number of advisors at a time, and our work fits best above $500,000 in trailing-12 production. We decline engagements where the fit is not there.
Not sure which one you are? Start with the call.
What advisors get
Advisors who move rarely regret it. The ones who do moved to the wrong firm.
Fit is the only thing we sell.
83%
of advisors who switched firms are satisfied with the move
Advisor360 survey
11%
average asset loss on independent-to-independent moves, against 22% for other moves
Cerulli, 2025
Twelve firms under contract. One recommendation. That is the whole business.
Tampa, Florida · Photograph by Kody Cheyne, Unsplash
The First Call
See what a move would look like before you talk to anyone.
Thirty minutes, your channel and production range, and you leave with a written read on the two or three firms that fit. No firm is contacted. No obligation.
- The two or three firms that would realistically compete for your practice
- The package range each would likely offer
- What changes on day one, and what does not
- A suggested next step, which may be "stay"
The team
Eight people. One job: make your move the easy one.
A move is calls, scheduling, follow-up, and paperwork that does not add up. Chris has guided hundreds of transitions. The rest of the team exists so you never chase anyone.
Chris Meinsen
Founder and President
Soch Chay
Managing Director
Orlando Barron
Director of Business Development
Jonathan Rodriguez
Transition Advisory
Martainn Banks
Transition Advisory
Mark Gardner
Transition Advisory
Tracy Castillo
Transition Advisory
Daniel Rodriguez
Transition Advisory
“If the right answer is that you should stay where you are, that is what we will tell you. We would rather lose a placement than put an advisor in the wrong firm.”
Chris Meinsen, Founder and President
Direct line to Chris
813-344-2880Recruiting agreements with independent broker-dealers and RIAs, including
Cetera
Firm mark
Firm mark
Firm mark
Firm mark
Firm mark
Resources
Read before you move
Start here
If you have been thinking about a move longer than you would admit, this is the call.
Thirty minutes. One recommendation. Nothing shared without your say.
Request a confidential call
Or call Chris Meinsen directly: 813-344-2880