Wealth Advisors Considering Changing Firms - Do Your Homework and Get Unconflicted, Independent, Objective Advice

Recruiting & Placement Services for
High-End Wealth Advisors

Advisor Consulting Firm, LLC is a national recruiting and consulting firm for wealth management advisors. We offer objective, unbiased and independent advice. Advisor Consulting Firm can place a wealth advisor with almost:

  • Any firm
  • Any location
  • Any business model
  • Any platform or custodian

This includes a variety of relationships with:

  • Wirehouses: Full-service brokerages or firms that provide a large variety of services that include research and advise, retirement planning, tax advice, and much more. Clients can choose to be charged on a fee basis or a transactional basis.
  • RIAs: Offers investment advice for a fee and is not paid on the sale or purchase of securities.
  • Independent Broker-Dealers: Similar to full-service broker dealers except that their advisors are not employees. Instead, they are independent contractors.
  • Regionals: Similar to wirehouses except that they are generally only located in certain areas of the country. They're much smaller as far as headcount.
  • Boutiques: Offers more white-glove service for their clients. They're located in large wealth centers and only cater to clients with $2M+ in investable assets.

We help wealth advisors make better decisions by empowering them with comparative data and the perspective of industry knowledge by showing you the economics of each model and firm.

Wealth Management Consulting Services

Advisor Consulting Firm, LLC coaches and consults high-end wealth advisors on things like:

  • Practice Management
  • Platforms
  • Operations
  • Technology
  • Business Development
  • Digital Marketing
Video/Podcast Library for Wealth Advisors
On this page, you will find several videos and podcasts built to assist wealth advisors in making confident decisions.

ACF Supports Your Business

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As a high-end wealth advisor, if you are considering a move to a better wealth management situation, educate yourself and do your homework.

Call (704) 919-0439 for a confidential consultation.

Randy Matz - National Managing Director

Randy Matz

Randy brings a career of success and decades of experience introducing products and platforms to the financial services market. He was recently the Director of Development at Linden Thomas & Company, an RIA in Charlotte, North Carolina with $3 billion in assets. The firm has been awarded over 30 national awards from Barron’s, Forbes, Financial Times, etc. (LindenThomas.com).

As the National Managing Director/Partner of RSM Wealth Management, which is owned by RSM US, the 4th largest CPA firm in the U.S., Randy was responsible for 20 teams, 150 employees and 25 offices throughout the U.S., with over $8 billion in assets. Previous to RSM, he was a Senior Vice President with Smith Barney for twenty-five years and managed large retail offices in New York, Atlanta, Dallas, Los Angeles and Charlotte.

He is also an entrepreneur and has owned and operated several private businesses. He has an MBA from Temple University and an undergraduate degree in business from Wagner College. You can reach Randy directly by calling (980) 260-1511.

Current Opportunity Locations

We are currently looking to place high-end financial advisor candidates in offices throughout the United States. More specifically, Arizona, California, Florida, Georgia, North Carolina, Pennsylvania, South Carolina and Virginia.

Contact Advisor Consulting Firm, LLC

Thank you for your interest in Advisor Consulting Firm, LLC. Please fill out the contact form below to schedule a confidential conversation and we'll get back to you as soon as possible. If you prefer, you can email info@advisorconsultingfirm.com or call (704) 919-0439.