Waypoint Consultants LLC is a consulting and recruiting firm that provides education, perspective, guidance, and assistance to financial advisors, RIAs, and independent broker/dealers. Specifically, we are focused on serving the following client profiles.

First, we assist financial advisors as they explore, plan, and execute their professional journey to independence. Typically, this transition involves leaving the advisor’s existing broker/dealer and either joining a new broker/dealer as an independent rep or establishing and launching a new and independent firm as a Registered Investment Advisor, or RIA. This is a complex process and requires a comprehensive, coordinated, and confidential approach towards achieving the clients’ goal. Waypoint helps navigate the many decisions involved and manages the entire journey as a fiduciary for the advisor in transition.

Second, we work with existing RIA firms in designing and implementing a growth strategy that involves recruiting additional advisors to their team. Advisor recruiting is an art and a science, and RIAs can leverage our expertise, advisor network, and disciplined process in order to successfully reach their inorganic growth goals.

In addition, Waypoint helps RIAs and B/Ds to validate and optimize their service provider relationships in order to maximize their P&L and to ensure that their value proposition and capabilities are in alignment with their strategic vision.