“Boston RIA executive forms advisor recruiting agency”
FINANCIAL ADVISOR RECRUITING SERVICES
Move Your Firm Forward with the Right Advisors
Most recruiters send you a resume. We send you an advisor we already know: vetted, coached, and legally prepared for a clean move. The result is placements that last.
Our PROCESS
We Place Advisors Who Grow With You
There’s a familiar pattern in wealth management recruitment: the hire looks right, the fit isn’t. Six months in, the culture doesn’t hold and the book doesn’t transfer. TAS closes that gap. We work both sides of every placement, so by the time we make an introduction, we know your firm as well as the advisor sitting across from you.
01
Firm Intake &
Profile Development
We learn your growth targets, platform strengths, leadership culture, and what past hires have taught you.
Every search decision flows from there.
Advisor Sourcing & Identification
We source through trusted relationships and targeted outreach. No cold lists. We focus on producers with a minimum trailing 12-month income of $500,000.
02
03
Deep Vetting &
Practice Analysis
Before your first call, we’ve assessed book demographics, client depth, tech dependencies, personality, and transition readiness. You get a full profile upfront. No guesswork, no surprises.
Legal Review &
Transition Preparation
Our co-founder and in-house attorney reviews each advisor’s contracts and prepares them for a legally sound move using the Number 1 Protocol, our proprietary compliance methodology. This protects both the advisor and your firm.
04
THE OUTCOME
Placements That Pay Off
Advisors Ready
on Day One
Every candidate arrives coached, legally reviewed, and prepared to transition. You’re not starting from zero. You’re meeting someone ready to act.
Books That
Transfer Intact
A well-managed transition protects client retention. Because we prepare every advisor through a structured legal and transition planning process, the client relationships tend to follow, and stay.
Placements
That Hold
Deep vetting on culture, practice fit, and transition readiness means fewer six-month fallouts. We get paid when the match lasts, not when it closes.
Confidential
by Design
We don’t circulate advisor info across the market. Every conversation is private. That protects the advisor, the match, and your investment in the hire.
Let's Move Your Recruiting Forward
Building a pipeline or filling a specific role? Tell us what your firm needs and we’ll tell you how we source, what we vet for, and when you can expect an introduction.