Expertise
- Our Difference
  
  Not all firms are created equal - FirstPoint Partners helps advisors navigate the marketplace and shortens the decision-making process.
- Our Process
  
  Our consultative process allows us to understand an advisor’s business and help shape how their practice will look in the future.
- Meet Our Team
  
  With over 60 combined years of recruiting experience, FirstPoint Partners knows how to get advisors the right deal.
Solutions
- Broker-Dealer or Custodian Selection
  
  We take the emotion out of the decision-making process and help advisors na...
- Executive Search
  
  At FirstPoint Partners, our financial services industry experience and deep...
- Legal
  
  FirstPoint Partners works with the very best when it comes to legal support...
- Public Relations
  
  We help you communicate your expertise, positioning you as an expert in the...
- Marketing
  
  FirstPoint Partners offers our clients a turn-key marketing solution to hel...
- RIA Formation
  
  Whether forming an RIA or moving assets into an existing RIA, we help estab...
Perspectives
- On First Thought
  - What Does Independence Mean to You?
  - FirstPoint Partners Launches Website
  Read More
- Tools & White Papers
  
  We often share our views on the marketplace and offer access to our proprietary tools.

Are you getting the whole story?

Become an independent advisor. We know the decision to align your practice with a new broker-dealer, RIA, or Custodian is a complicated one. Our goal is to ensure a smooth transfer and uninterrupted service for your clients – without complications.

Driving Your Success

We take the emotion out of the decision-making process and help advisors navigate the many marketplace options.

Driving Success

What We Deliver

We help decipher fact vs. fiction when deciding if becoming an independent advisor makes sense for your practice.

Delivering Results

Long-Term Partner

As an advocate for the advisor, our experienced management team has helped thousands of advisors save time and money in the decision-making and transitioning process.

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