Connecting top advisors and leaders with premier wealth firms.
Advisor Recruiting | M&A | Executive Search
WE DELIVER PREMIER TALENT
To RIA’s, Family Offices, and Wealth Management Firms Nationwide.
We connect top-tier advisors and leaders with firms ready to scale thoughtfully and strategically.
Talent Mapping
Insightful market analysis to identify and engage high-impact candidates discreetly.
Consulting
Strategic advice to optimize your team structure and talent acquisition approach.
Onboarding
Support to ensure smooth transitions and lasting success for new hires.
Our Projects
Recent Searches
Weu2019ve successfully placed senior advisors and strategic leaders who have transformed wealth management teams.
Client Impact
Our clients experience growth through talent that aligns perfectly with their firmu2019s vision and culture.
Our Story
Our Founder
Platform Scale Partners was born from a passion to connect exceptional talent with wealth management firms ready to grow thoughtfully and sustainably.
We focus exclusively on RIAs and family offices.
Senior Advisor
Goldman Sachs
2005 – 2015
We focus exclusively on RIAs and family offices.
Founder & CEO
Platform Scale
2016 – Present
Building trusted partnerships to scale wealth advisory firms.
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