What We Do

Our experience in the broker/dealer and registered representative industry provides us expert perspective and access to a vast network. We use this perspective to give our clients a 360° view of each opportunity we introduce to them and their firm.



View360° is our commitment to each of our clients. It represents the detailed approach required to help you make deeply informed decisions. We consider every detail that could make a difference. Whether it is culture, systems, technology, focus, compliance record, brand awareness, management, marketing support,  advisory hybrid referrals and the highest payout structure possible - we provide you with a 360-degree view.

We don’t work for the firms we research, we work for you.


Placing Advisors

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Recruiting Advisors for BDs, RIAs and OSJs

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Facilitating Broker/Dealer Mergers and Acquisitions

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Considering a Broker Dealer Change? 7 Critical Details

This document is about deciding whether or not a Broker/Dealer move makes sense for you.


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Advisor Transition Readiness
Merger & Acquisition Readiness for Boutique Broker Dealers
Recruiting Readiness for BDs, RIAs & OSJs