Welcome to UpTick
Financial advisor recruiters helping advisors compare wirehouse, independent broker-dealer, hybrid and RIA moves, and helping growing firms recruit experienced advisors. Confidential and at no cost to advisors.
Welcome to UpTick
Every advisor transition starts with one confidential conversation. We give advisors a clear read on what their practice could look like across models, and we introduce firms to advisors who already understand the economics and the fit. Relationships first, from the first call through the move.
Our Clients
About
For 15 years, UpTick Consulting Partners has helped financial advisors and the firms that want them find the right fit. We work with experienced advisors at wirehouses, regional firms and independent broker-dealers nationwide, from our home base in Red Bank, New Jersey.
Testimonials
We’re grateful for the kind words advisors and clients have shared about our relationship, process, and results. While the words they shared are real, we’ve kept their identity private to honor our promise of confident quality.
Quality producers don’t respond to job postings and they don’t post their resumes to a database. Most are perfectly content at their current firm and highly skeptical about changing Broker-Dealers. So how do you recruit such elusive professionals?
We introduce your firm’s value proposition to experienced, qualified advisors at wirehouses, regional firms and independent broker-dealers, then set confidential discovery calls so you can present your platform yourself. You get scheduled appointments and weekly updates on every candidate.
Thinking about a move? We help experienced advisors compare wirehouse, independent broker-dealer, hybrid and RIA options side by side, understand transition packages, and plan a move on their own timeline, confidentially and at no cost to advisors.
Tools & Resources
Embrace independence to unlock greater earnings, deeper client relationships, and the freedom to build your legacy.
Stand out to firms by showcasing your proven track record, transferable client base, and professional certifications.
Ask critical questions about compensation, growth opportunities, and client support to ensure the role aligns with your career goals.
UpTick Consulting Partners is a financial advisor recruiting firm that helps experienced advisors and teams compare their options confidentially and at no cost to advisors. Start with the guide for your firm or download a free 2026 report.
Firms hiring advisors or leaders: see advisor recruiting for firms and wealth management executive search. Advisors: learn how our financial advisor transition consulting works.
A financial advisor recruiter helps experienced advisors and teams compare firms and business models, models the value of each transition package, and plans the move. Firm-side, recruiters find and screen advisors who fit a firm’s culture and growth plans.
Most financial advisor recruiters, including UpTick Consulting Partners, are paid a placement fee by the firm the advisor joins. The advisor pays nothing, and the fee does not reduce the advisor’s transition package.
Yes. UpTick shares no names, numbers or firm details with anyone until the advisor approves a specific introduction.
Look for a recruiting firm that covers every model (wirehouse, regional, independent broker-dealer, hybrid and RIA), models offers over their full life, explains what you would forfeit, and will tell you when staying put is the better choice.
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