The Right Fit. The First Time.
We make every effort to make sure we don't get repeat business
- We Consult Advisors on the Best Broker-Dealers
- We Recruit Advisors to the Strongest Teams
- We Specialize in Broker-Dealer Merger/Acquisition
RepInfo Center
Independent broker-dealers
Founded in 2009, RepRecruit partners directly with Executives of top independent broker/dealers in the industry. Our mission is to provide advisors and financial representatives with a comprehensive, unbiased evaluation of the best independent broker-dealers tailored to their specific needs. We offer an in-depth analysis of technology, pricing, culture, payouts, and arbitration history, ensuring that advisors and teams have all the information necessary to make the best, most informed decisions—confidentially and with complete peace of mind.
7 Critical Details
Considering a Broker Dealer Change?
This document is about deciding whether or not an independent Broker/Dealer move makes sense for you.
Client Testimonials
"Working with Dave was a game-changer for our team. In just one call, he found a broker-dealer that checked every box on our list of needs. But he didn't stop there—Dave led us through every step of the process with unwavering dedication. From introductions and meetings to technology demos and home office visits, he was with us all the way, making sure we were fully informed and confident in our decision. Every question we had, he answered with clarity and expertise. Thanks to Dave, we're now positioned for success like never before."
D.M.
David is the best financial advisor recruiter in the industry. His knowledge of firms and ability to ascertain what would be the best fit for each advisor is second to none. We love David and highly recommend him.
Huntington Beach, CAR.S.
David is the best financial advisor recruiter in the industry. His knowledge of firms and ability to ascertain what would be the best fit for each advisor is second to none. We love David and highly recommend him.
Huntington Beach, CAR.S.
He's been an asset to me in finding the best B/D's, I'd recommend consulting him before you consider a move!
Wealth Advisor, CaliorniaM.K.
If you are looking to make a change, Dave should be your first call!
Wealth Advisor, North CarolinaJ.E.
Dave is an outstanding recruiter and understands this industry better than anyone I've come across in the last decade. He knows our competitors and has helped us with our paygrids, value add propositions and trained our MP's on how to attract new blood to their teams. He organized our marketing strategies and taught us that everyone on staff is a recruiter. Highly Recommended.
Independent Broker DealerE.O.
There is no way I would of been able to land the deal we earned through Dave. We didn't know what we didn't know, so glad he did! I hope I never have to move again, but if I do, I'm calling Dave Reyna.
Bank RepP.T.
David is a rockstar in finding a broker dealer that’s right for your situation! Thank you David for all your hard and honest work.
Wealth Advisor CADon P.
Dave, I just want to thank you again for all of your hard work. I could not have done it without all of your help.
Financial Advisor- Denver, COJeff M.
Getting Started
It’s never an easy decision to “transition to a new firm” or to “merge with another firm” yet the decision to “know your options” is an easy one with RepRecruit at your side.