Top Financial Advisor Recruiters of the Year

Nominations are open for the inaugural Top Five Financial Advisor Recruiters of the Year, honoring top third-party recruiters based on specific quantitative and qualitative considerations, including total assets transitioned over the past 12 months, industry expertise, demonstrated thought leadership and enterprise relationships.

Nominations may be submitted by any person, including a person from within the firm where the nominee is employed. Any individual who is a third-party financial advisor recruiter and has been so for the past 10 years may be nominated.

To nominate a recruiter, please complete all fields below.

Indicates required question

Nominating Person

Full Name *

Title *

Firm *

Email Address *

Phone Number *

Nominee

Full Name *

Title *

Firm *

Email Address *

Phone Number *

Nomination Information

Value proposition of nominee, through their firm or at the individual level (200 words max) *

0/200 words

Provide the total in AUA that the nominee or the firm where the nominee works has transitioned over the 12 months ending June 30 (transitions include all recruiting channels, but not M&A transactions) *

What five to 10 enterprises has the nominee or the firm where the nominee works been most actively engaged with in placing financial advisors over the past 12-18 months? (This will be kept strictly confidential and not to be shared publicly in any way) *

Please share one example of the nominee’s thought leadership on advisor recruiting trends over the past 12-24 months that best encapsulates the way they think about and approach advisor recruiting. This can be long-form or short-form and may appear on a website blog, quoted coverage or editorial in an industry media outlet (including WSR), white paper or similar thought leadership. *

Director/vice president-level or above recruiting or business development executive

Full Name *

Title *

Firm *

Email Address *

Phone Number *

Vice president-level or above executive

Full Name *

Title *

Firm *

Email Address *

Phone Number *

Please click the submit button only once. Processing may take a few seconds.

Thank you for your nomination.

Your submission has been received. Wealth Solutions Report will review the information provided as part of the selection process.

Please review the form.

One or more fields require your attention.