Marc Elia, Founder of UpTick Consulting Partners
Short answer: Marc Elia is a financial advisor recruiter and the founder of UpTick Consulting Partners in Red Bank, New Jersey. He helps experienced advisors and teams compare firms and models, evaluate transition packages and plan moves, and helps firms recruit advisors who fit.
Key takeaways
- Founder of UpTick Consulting Partners (legal entity UpTick Recruiting LLC).
- Leads a team that has been dedicated to recruiting for 15 years.
- Focus: wirehouse, regional, independent broker-dealer, hybrid and RIA moves.
- Works with advisors at no cost to them; firms pay the placement fee.
What Marc Elia does
Marc works both sides of advisor recruiting. For advisors, he runs confidential transition consulting: practice profiles, firm comparisons, package modeling and move planning. For firms, he leads advisor recruiting searches for experienced producers and teams.
How Marc approaches an advisor move
He starts with the numbers. Before any introduction, Marc builds a clear picture of the book, then compares offers over their full life, including deferred compensation the advisor would leave behind. Advisors hear the trade-offs of each option, including when staying put is the better call.
Who Marc works with
Typical clients are advisors and teams with about $25 million or more in assets or $350,000 or more in trailing-12 revenue, often at Merrill, Morgan Stanley, UBS, Wells Fargo or Edward Jones. Read his firm-specific guides in the going independent hub.
Contact Marc Elia
Phone 646.734.0334, email marc@uptickrecruiting.com, or book a call below. Address: 140 Broad Street, Suite 200, Red Bank, NJ 07701.
Book a confidential call with Marc
A 30-minute conversation about your practice and options, at no cost to advisors.
FAQ: Marc Elia financial advisor recruiter
Who is Marc Elia?
Marc Elia is the founder of UpTick Consulting Partners, a financial advisor recruiting and transition consulting firm based in Red Bank, New Jersey.
Does Marc Elia charge advisors?
No. UpTick is paid by the firm an advisor joins, so its consulting is at no cost to advisors.
Is UpTick Consulting Partners an investment advisor?
No. UpTick is a recruiting and transition consulting firm and does not provide investment, tax or legal advice.
About the author: Marc Elia is the founder of UpTick Consulting Partners, a financial advisor recruiting firm and transition consultancy in Red Bank, New Jersey. He works with experienced advisors and teams weighing a move between wirehouses, regional firms, independent broker-dealers, hybrid RIAs and independent RIAs.
About UpTick Consulting Partners: UpTick is paid by receiving firms, so its consulting is at no cost to advisors. UpTick is not an investment advisor and does not provide investment, tax or legal advice. 646.734.0334 · marc@uptickrecruiting.com · uptickrecruiting.com