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A new approach to financial advisor recruiting

Change firms or launch an RIA with our team of transition consultants

Find a New Firm

You deserve a trusted advocate to help you find the right new firm

Deciding whether to leave your current firm and finding the right new partner-firm is complicated. 

It might be time to start learning about other opportunities at Broker Dealers or RIAs that better support your business. 

All at no cost to you. Again, it costs you nothing, because we are paid by the firm you join.

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Considering a change in firms?

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“When I found Vantage Impact, I realized that I really didn't know that much about other opportunities across the industry.  Their team put a process in place for me to help me find the next move in my career.  Crazy enough, I didn't have to pay anything out of pocket for their support."

-Former Edward Jones Advisor

It can be easy to find yourself in the “Transition Trap.”  You’ve built a strong, successful book of business over the years, but you feel frustrated with your current firm. You’re thinking about leaving, but you can’t find the time, don’t know what you should be asking, and can’t keep it all organized.

After helping 1,500+ financial advisors leave their firms and transition their practice over the years, we understand the complexities around this decision and the importance of getting it right. We provide advisors with tools to learn about other firms in a systematic way.

Are you overwhelmed by the idea of transitioning firms? Download our free  Transition Guide for Financial Advisors for over 150 helpful questions to ask  along the way ≫

Are you feeling frustrated about your current situation, overwhelmed by all the variables, or simply curious about what else is out there?

Let us help.

We start by defining the challenges and vision for your practice. Then we confidentially connect you with other firms in the industry and work with you to review your best options.

Develop a strategy for evaluating new firms
Consult with us to better understand your options
Have more freedom and control over your practice
Be paid fairly for the work you perform

Find Your Next Move Now

A positive impact starts with a better vantage point.

Develop a strategy for evaluating new firms
Consult with us to better understand your options.
Have more freedom and control over your business.
Be paid fairly for the work you perform.
Earn more clients, and grow your business in scope and scale.
Find Your Next Move Now