What We Do
RepRecruit is a recruiting, placement, and consulting firm serving Financial Representatives, Registered Investment Advisors, and top-ranked Broker/Dealers across the United States.
Our experience in the independent 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° Commitment
View360° is our commitment to each of our clients, representing the detailed approach required to help you make deeply informed decisions. We consider every detail that could make a difference, including:
- Culture
- Systems
- Technology
- Focus
- Compliance Record
- Brand Awareness
- Management
- Marketing Support
- Advisory Hybrid Referrals
- Payout Structure
With View360°, we provide you with a comprehensive, 360-degree view of each opportunity, ensuring you have all the information needed to make the best decision for your future.
We don’t work for the firms we research, we work for you.
Who We Help
Whether you are an advisor looking for a new start or a final home, an RIA, OSJ, or BD seeking assistance in recruiting ideal advisors, or a boutique BD aiming to merge with or acquire another firm to accelerate growth, we’re here to make the process more effective and far less arduous.
Advisors
Free, Unbiased Research on Top Independent Broker Dealers
At RepRecruit, we offer free, unbiased research on the top independent broker dealers without you ever having to speak with them.
The Advisor Placement Experts
We are the Advisor Placement Experts and the leading source for placing financial representatives and advisors with the top independent broker/dealers in the industry. With over a decade of recruiting success, we have the relationships and knowledge you need to land the most competitive offers—confidentially and securely.
Our Commitment to You
Our recruiters understand that when you work with us, YOU are our client. You are more than just a name and a number; you represent the goals and dreams of your clients, and we take that responsibility seriously.
We are committed to finding you the best broker/dealer based on your specific needs. With nearly 5,000 firms in the business, you can count on us to identify the right fit for you, your team, and most importantly, your clients.
Our Service is Cost-Free
Best of all, we offer this critical service to you at no cost. Our compensation has no impact on your payout or transition package. Partner with us to make your transition seamless and successful.
Broker/Dealer Mergers & Acquisitions
Grow Your Practice and Your Broker/Dealer
Financial advisors often ask, “What’s the quickest way to grow my practice?”
The Answer: “Purchase a quality book of business with recurring revenue.”
This principle also applies to the growth of a broker/dealer.
How to Grow a Broker/Dealer
Regulatory oversight and razor-thin margins have pushed the national average of broker/dealer mergers and acquisitions to historic levels. While this growing trend will be headline news for years to come, it’s not always negative. Quality firms with strong foundations are thriving with an infusion of quality financial representatives across the country. This trend also creates opportunities for smaller to mid-sized broker/dealers to leverage economies of scale.
Benefits of Mergers and Acquisitions
Many firms have merged with competing broker/dealers, sharing back-office operations, compliance oversight, cutting-edge technology, and market risk. By combining resources, firms can recruit more effectively, reach broader markets, reduce pricing, and enjoy the benefits of multi-custodial relationships.
How We Can Help
The process of merging or acquiring a firm is complex with many moving parts, but we are here to assist with introductions and ongoing relationships necessary for your firm’s success.
- Confidentiality: It all starts with a phone call and a Non-Disclosure Agreement. All information is kept in strict confidence, and no information is shared until your firm completes the transaction.
- Finding the Right Fit: With nearly 5,000 broker/dealers to choose from, we will find a firm that aligns with the culture of your team and the vision of your executive staff.
We look forward to assisting you and providing more information to help your firm grow through strategic mergers and acquisitions.
OSJ, RIA & BD Recruiting
Recruiting the Right Advisors
Recruiting to your team is one of our specialties, and we thrive on sharing your story. We’ll help you attract more ideal advisors—and you get to define “ideal.”
The Power of Numbers
There’s strength in numbers. Different skill sets can be shared among your advisory team, networking opportunities are expanded, and most importantly, there are economies of scale.
The Challenge of Recruiting
Recruiting the right advisors to your firm sounds like it should be a simple process, but we all know it’s not. There are many choices and barriers, and the wrong choice can be painfully expensive. Successful recruiting requires a strong hub of connections and opportunities—both invaluable commodities we have in abundance.
Our Expertise
At RepRecruit, we’ll help you develop a team of representatives who share the vision of your firm. We have identified hundreds of experienced financial representatives with a current book of business for branch offices across the country. In 2020 alone, we placed over $2 billion in new assets to branch offices, and we expect that to continue increasing every year.
How We Are Compensated
We believe our compensation should be based on our performance:
- No Retainer Fees: We do not charge a retainer fee for our services.
- No Marketing Costs: We do not charge for any marketing costs involved in attracting financial representatives to your branch.
- Performance-Based: We work directly with your broker/dealer and only source candidates that fit your business needs.
- Consultation Services: We provide consultation on preparing you and your office to recruit new individuals at no cost.
Our Commitment
We are committed to helping you develop a team that aligns with the vision and goals of your firm. Let us leverage our experience and network to make your recruiting process effective and efficient.
