RIA and Wealth Management
Recruiters.
No fee to start a search. You pay 25% of first-year OTE only when you hire.
The RIA firms and wealth management firms that have trusted The Well.
154+ wealth management firms served, from independent RIAs to insurance-based practices
Why The Well
Recruiters Who Work
Only in Wealth Management.
Whether you run an established practice or a $200B national firm, the search gets the same team and the same attention. If you are weighing a firm-side search, start with what we do for firms.
You Access Talent Others Can't Reach
The candidates who would transform your firm aren't posting resumes. They're in our network, quietly open to the right call.
You Work With People Who Speak Your Language
Everyone on our team lives inside the RIA world. Your candidates feel the difference, and experienced advisors notice every time.
Your Search Never Stalls
One contact who knows your firm cold, with the full team searching behind them. Urgency from day one to close, and updates you never have to chase.
Video-First Candidate Profiles
See every candidate on video before you spend a minute of your time. No surprises. You only meet people you're already excited about.
What Our Record Shows
RIA Recruiting, Measured From Our Own Searches.
Every number in this section comes from our own completed searches and recorded calls, and each one says what it measures. Every figure on the site is checked against its source before each deploy, and a number that drifts from its source fails the build.
48 days
Median Fill, Signed Search to Accepted Offer
The clock starts when you sign the search and stops when your candidate accepts. It is a median, not a promise: senior seats, tight geographies and below-market pay run longer, and we tell you which of those apply before you sign.
16 days
To Introduce the Candidate You Hire
Across our last 20 to 30 completed searches, the median time from kickoff to introducing the candidate who was ultimately hired. The rest of the 48 days belongs to your interviews and your decision, and we stay on your calendar the whole way.
1,441
Recorded Calls Behind Our Research
Screening and video cover-letter calls in our first-half 2026 record, from a talent graph of 6,445 people across 49 states. That record is the basis of The RIA Talent Report.
78%
Of Placed Advisors Were Not Looking
Most of the advisors we placed in the first half of 2026 were not looking for a new role when we first reached them. That is why we do not wait for applicants.
The Founder
Steve Perry spent 17 years at New York Life before founding The Well in November 2023.
He began as an advisor in 2006. He built a team of 40 in five years. He ran a firm of 125 as Managing Partner.
He has sat in your chair. He built The Well because he knew what was missing.
Interviewed thousands. Hired hundreds. Author of The Capacity Model (2021).
Meet Steve →The Team Behind Every Search
Wealth Management Recruiters Who Came Up Inside the Industry.
No search here is a one-person job. Every search has one dedicated specialist who knows your firm, with a team of nearly 20 working behind them.
Jay Robinson, Managing Director of RIA Partnerships, has spent 30 years in financial services, more than 20 of them working only with RIAs, at Charles Schwab Advisor Services and Mercer Advisors. Clay Eschrich, Managing Director of Wealth Management Partnerships, brings more than 35 years across insurance, annuities and advisor development, including 17 years as a Regional Vice President at Allianz Life and more than a decade at Prudential Financial. With Steve, that is 82+ combined years across our leadership team.
Every recruiter on the team has a bio, a photo and a LinkedIn profile you can check.
Three Ways to Work With Us
Direct Hire Search, ScaleWell and Retained Executive Search.
Choose the model by how often you hire. We publish every fee, because a recruiting firm that will not tell you what it charges is telling you something.
Direct Hire Search
For firms hiring one to three people this year. No fee to start a search. The placement fee is 25% of first-year OTE, due when the candidate you hire accepts the offer. If the search is still open at 60 days and you want us to keep going, a $5,000 continuation fee keeps it running and is credited toward that fee. Move quickly and the fee drops 20%.
ScaleWell
For firms making four or more hires a year, where hiring has become an operating function. One ongoing partnership instead of a new search from scratch each time, a talent roadmap built around your growth plan, and pricing locked for the contract year.
Retained Executive Search
For C-suite and senior seats that need the market mapped before the first candidate is contacted, with senior partner oversight throughout. The fee is built to the scope of the search, and the replacement terms are written into your service agreement before the search begins.
For Wealth Professionals
Financial advisor careers that never reach a job board.
Introduce Yourself Confidentially →What Our Clients Say
Rated 4.9 on 171 Google reviews, as of October 2026. Read them on Google →
Cited and Interviewed
Our Recruiting Research and Founder, in the Trade Press.
In August 2026 WealthManagement.com covered The RIA Talent Report in "A Lot of What We Know About Talent Search Is Wrong", by executive editor Diana Britton, and quoted Steve on how rarely advisor offers landed inside the posted salary range.
Steve talks about advisor hiring on industry podcasts, including The Advisors Edge Podcast ("The Highest-ROI Hire in Wealth Management Isn't an Advisor", June 2026), the Top Advisor Podcast with Bill Cates (April 2025), Unpacked with Ron Harvey (June 2025) and the Elite Financial Advisor Podcast (March 2025). He is the author of The Capacity Model: How to Build Your Best Life (2021).
More than 13,000 people follow The Well on LinkedIn.
Recent Placements
Wealth Management Roles Our Recruiters Placed.
Live from the last twelve months, across the RIA industry.
Dallas, TX · Apr 2026
Senior Wealth Advisor
Placed at an independent RIA expanding their advisory team in the Dallas market.
✓ PlacedMinneapolis, MN · Mar 2026
Portfolio Trading Specialist
Placed at a $2B+ AUM wealth management firm needing specialized trading capability. A passive candidate, sourced directly through The Vault.
✓ PlacedHouston, TX · Mar 2026
Financial Advisor
Placed at a high-growth independent RIA entering the Houston market. Candidate was exclusively sourced through The Vault.
✓ PlacedMore roles recently placed
W-2 Only · Executives · Advisors · Support Staff
Read The Well Report →Before You Call
Questions Firms Ask Before Hiring a Financial Advisor Recruiter.
How long does it take to hire a financial advisor through The Well?
Our median is 48 days from signed search to accepted offer. About 16 of those are ours: the median time from kickoff to introducing the candidate you end up hiring. The rest is your interviews and your decision. Senior seats, tight geographies and below-market pay take longer, and we say which of those apply before you sign.
What does a wealth management recruiter cost?
Nothing to start a Direct Hire Search. The placement fee is 25% of first-year OTE, due when the candidate accepts. If the search is still open at 60 days and you want us to keep going, a $5,000 continuation fee is credited toward the placement fee. ScaleWell and Retained Executive Search are priced to the engagement. Every term is on our pricing page.
Which firms do you recruit for?
Advisory firms of every model: independent RIAs, hybrid firms, insurance-based advisory firms and broker-dealers, from established practices to a $200B national firm. The search gets the same team whatever your size.
Which roles do you fill?
Three families. Advisors and planners: lead and service advisors, CFP professionals, paraplanners and business development. Firm leadership: CEO, COO, CIO, chief compliance officer and other senior seats. Operations and support: client service associates, operations, IT, marketing and HR.
What will you not do?
We place W-2 employees. No M&A advisory, no book-of-business transfers, no breakaway deals, and no career changers or recent graduates. If what you need is one of those, we tell you on the first call, and we would rather decline a search than carry one we cannot fill.
How do you keep a search confidential?
Candidates are never listed or searchable. We share a candidate's name only with their explicit permission, and we introduce candidates only to firms with a signed agreement.
The Decision That Pays For Itself
What an empty advisor seat costs your firm.
Source: Schwab RIA Benchmarking Study · $625,000 average annual advisor production
Every month a key seat sits empty, your firm loses revenue it will never recover. Our median search runs 48 days from signed search to accepted offer, so the sooner the search starts, the less of that revenue is gone. Get in touch and we reply to firms within one business day.
Reviewed by Steve Perry, Founder and CEO. Updated October 2026.