Press Kit
The Well Recruiting Solutions Press Kit
Everything a reporter needs in one place: our boilerplate, a founder bio and headshot, logos, The RIA Talent Report with its citation line, and how to reach Steve Perry for comment on advisor hiring, compensation, succession and RIA leadership.
About The Well Recruiting Solutions
Boilerplate
The Well Recruiting Solutions is an RIA and wealth management recruiting firm. We recruit for advisory firms of every model: independent RIAs, hybrid firms, insurance-based advisory firms and broker-dealers. We place financial advisors, COOs, compliance officers, client service and firm leaders across the United States. Founder Steve Perry spent 17 years at New York Life before starting The Well in 2023. No fee to start a search: the placement fee, 25% of first-year OTE, is due only when a firm hires someone we introduced. Our median search runs under eight weeks from kickoff to accepted offer. Services: Direct Hire Search, ScaleWell for firms hiring four or more people a year, and Retained Executive Search.
Short version
The Well Recruiting Solutions is an RIA and wealth management recruiting firm for independent RIAs, hybrid firms, insurance-based advisory firms and broker-dealers, founded in 2023 and based in Peoria, Arizona.
| Founded | November 2023 |
|---|---|
| Headquarters | 21501 N 78th Ave #100, Peoria, AZ 85382 |
| Founder and CEO | Steve Perry |
| Who we recruit for | Advisory firms of every model: independent RIAs, hybrid firms, insurance-based advisory firms and broker-dealers |
| Firms served | 154+ since November 2023 |
| Median search | Under eight weeks, kickoff to accepted offer (44.5 days across a full quarter of placements) |
| Services | Direct Hire Search, ScaleWell, Retained Executive Search |
| Website | thewell.solutions |
Founder: Steve Perry
Short bio
Steve Perry is the founder and CEO of The Well Recruiting Solutions, an RIA and wealth management recruiting firm. Before founding The Well in 2023 he spent 17 years at New York Life, where he built an advisor team from scratch to 40 and led a 125-person firm as Managing Partner.
Full bio
Steve Perry is the founder and CEO of The Well Recruiting Solutions. He grew up in San Diego, started his first business at 15 and became a life insurance agent at 20, making partner in his local firm five years later. He joined New York Life as an advisor in 2006 and spent 17 years there, building a team from scratch to 40 in five years and leading a firm of 125 as Managing Partner. In November 2023 he founded The Well to recruit for wealth management firms and nothing else. He is the spokesperson for The RIA Talent Report, the firm's study of its own hiring record, and the author of The Capacity Model: How to Build Your Best Life (2021).
Trade press and LinkedIn sometimes list him as Steven Perry. He is happy to talk about advisor hiring and compensation, what firms get wrong in a search, succession and the next generation of advisors, and how RIAs hire their first COO, CFO or other leaders. Read his team page or connect on LinkedIn.
The RIA Talent Report
The RIA Talent Report is our study of what actually happens when advisory firms hire, built from our own recorded calls, notes and closed searches, with a small, clearly marked share of licensed industry data. The first edition covers the first half of 2026: 28 pages, ten findings and a published methodology. Get the full report.
Citation line
The Well Recruiting Solutions, The RIA Talent Report, First Half 2026
Please label each figure as first half 2026 data and link to the report or to the benchmark page it came from. Quote and cite it freely. The report is not licensed for AI model training. Figures marked as licensed industry data belong to their publishers; credit them as the report does.
Open benchmark pages
Each page carries one finding with its exhibit, a data table and a CSV download, so you can link straight to the number you use.
- Time to hire a financial advisor
- Advisor job posts vs real hires
- Cost of an empty advisor seat
- Passive advisor candidates
- RIA leadership hiring
- Why financial advisors change firms
Logos
- Gold on black (PNG, 3000 by 3000)
- Black on ivory (PNG, 3000 by 3000)
- Gold on ivory (PNG)
- Gold, transparent background (SVG)
Please use the logo as supplied, without recoloring or stretching it.
In the News
- WealthManagement.com, "A Lot of What We Know About Talent Search Is Wrong", August 2026, on The RIA Talent Report.
Media Contact
To reach Steve Perry for comment or an interview, call (480) 885-0720 or email us and put "Press" in the subject line. We never name a client or share a candidate's details without their permission.