FOR FINANCIAL ADVISORS

The right platform should fit more than your production.

IBDSearch helps financial advisors evaluate independent, RIA, regional and employee opportunities with a clearer understanding of economics, platform capabilities, technology, culture and long term fit.

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Discovery | Perspective| Better Outcomes

More Than a Match. A Clear Path.

WHAT BRAD EVALUATES

Every advisor's situation is unique. IBDSearch brings perspective to the key factors that matter most.

ECONOMICS

PLATFORM

TECHNOLOGY

CULTURE

PRODUCTS

LONG TERM FIT

Compensation, transition packages, expenses and the true economics of a move.

Custody, clearing, investment flexibility, support and operating structure.

Advisor technology, integrations, CRM, planning tools and workflow.

Leadership autonomy, expectations and how the organization actually operates.

Investment access, alternatives, insurance, lending and wealth management capabilities.

Growth, succession, equity, ownership and where the move positions you years from now.

Different Paths. A Common Goal.

EXPLORE OPPORTUNITIES

Whether you're seeking independence, exploring an employee opportunity, or considering a hybrid model, IBDSearch provides access, insight and guidance.

Independent & RIA

Explore independent and RIA opportunities with the flexibility, resources, technology and support needed to build your practice on your terms.

W2 / Employee Advisor

Evaluate employee advisor opportunities across leading firms, regional organizations and boutique platforms with a clearer view of compensation, support and long term fit.

Hybrid & Regional Opportunities

Consider hybrid and regional models that blend flexibility, infrastructure and growth potential while preserving the client experience and business structure that matter most.

A recruiter should help you compare the opportunity, not just present it.

With decades of experience in financial services recruiting, Brad Fay and IBDSearch take the time to understand your goals, evaluate your options and provide candid insight. Our role is to help you make an informed decision - not just introduce a resume.

Every conversation is confidential and focused on what's best for you.

EXPERIENCE

DISCRETION

OBJECTIVITY

BETTER OUTCOMES

Considering a move?

Start with a confidential conversation.

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NEW PERSPECTIVE

GREATER OPPORTUNITY

LISTEN FIRST

Understand your goals before discussing opportunities.

PROTECT CONFIDENTIALITY

Your information is not shared without your consent.

STAY INVOLVED

Guidance through interviews, negotiations, transition and beyond.