The Founder
Steve Perry was Managing Partner before he was a founder. 17 years on the inside taught him what the industry was missing.
This is why it matters.
Mission & Vision
Our Mission
"To enable our clients to maximize growth by drawing from the best. We help wealth management firms hire the right advisors, leaders, and operators. The right person. The right fit. Every time."
Our Vision
"To become the trusted source of 100,000 placements by 2030. We are planning boldly, leaving room for faith and miracles, and building a firm that fuels growth for clients and generosity for the world."
The Origin Story
Growth Stops the Moment You Run Out of Great People.
Joins a Fortune 100 wealth management firm as an advisor.
Over 17 years, Steve built an advisor team from scratch to 40 in five years, then led a firm of 125 as Managing Partner. He interviewed thousands. He hired hundreds. He learned firsthand the weight leaders carry when growth depends on people.
Founds The Well. The firm he wished had existed.
After nearly two decades inside wealth management, Steve and his wife felt a clear call. Step out. Build something new. Serve firms differently. The Well launched in November 2023 with one purpose. To be the most trusted talent acquisition partner for growth-stage wealth management firms.
Serves 119+ independent RIA firms across the country.
The Well has invested over $2 million in technology, systems, and recruiting infrastructure. Today a focused team of nearly 20 serves every major wealth management market in the United States.
Our Most Unusual Differentiator
This company was founded in faith and we make no apology for it.
Every team meeting opens or closes in optional prayer. We fund Bible college students overseas, their tuition, room, and board. In return, they pray for our company and our clients by name, every single day.
We see this as a true strategic advantage, with results that cannot be explained any other way.
Our Values
Not wall art. These guide every decision.
"There are countless good recruiters. And we hope to never be one of them."
We strive to be an excellent partner throughout our clients' growth. Excellence means the best service, communication, and results in the industry, with the humility to know there is always room to improve.
Faith is not a marketing angle here. It's how we operate.
We work hard and hold outcomes loosely, trusting there is a hand in the results beyond our own effort.
Work should strengthen bonds, not compete with them.
Most of our team works remotely, fully present with their spouses, kids, and loved ones. When our team prioritizes what matters most, exceptional results follow.
"Generosity costs us something. And that is why it matters."
Generosity is not an occasional act here. It's a discipline, and it raises the bar for everyone who sees it.
Stress is a signal to grow capacity.
Growth is rarely comfortable, but always worth it. Here it means constant improvement in our communication, processes, and technology. Growth makes us the people and professionals we are called to be.
119+ Firms That Have Trusted The Well
"We built The Well for the firms and professionals who deserve more than a resume shop."
Steve Perry
Founder & CEO, The Well Recruiting Solutions