Call us now at 800.247.3272 , or Contact Us Online

FEATURED IN

Find the best independent broker dealer

Experience

For more than 30 years, Cross-Search has been the leading third-party broker dealer recruiting firm; placing investment professionals with a firm that can help them reach new levels. We act as concierge to financial advisors and executives in transition, negotiating the best deals and guiding them through the entire process.

Leverage

We leverage our due diligence and research on independent broker dealers to help advisors and executives find their best fit.

Community

Immersed in the independent broker dealer community, we are intimately familiar with each company’s component parts including their culture, back office, technology, recruitment teams and executives. Our experience and familiarity with the industry results in our understanding the big picture as well as each individual piece, and we’d like to help match you with the firm that meets your individual needs.

Experience

For more than 30 years, Cross-Search has been the leading third-party broker dealer recruiting firm; placing investment professionals with a firm that can help them reach new levels. We act as concierge to financial advisors and executives in transition, negotiating the best deals and guiding them through the entire process.

Leverage

We leverage our due diligence and research on independent broker dealers to help advisors and executives find their best fit.

Community

Immersed in the independent broker dealer community, we are intimately familiar with each company’s component parts including their culture, back office, technology, recruitment teams and executives. Our experience and familiarity with the industry results in our understanding the big picture as well as each individual piece, and we’d like to help match you with the firm that meets your individual needs.

WHAT PEOPLE ARE SAYING

Adam P.

Jodie is awesome. My practice is growing so I was trying to find the right Broker Dealer for my clients and me because my clients deserve the best experience I can give them. Jodie went to work and found me the best firm I could possibly have imagined. She did all the research, side-by-side comparisons, pros and cons and sometimes just let me vent. She was an encouraging voice on the other end of the line that was always there when I called. You earned that steak dinner Jodie. Thank you for everything. Thank you for all of your hard work.

Charles J.

Cross Search has helped me through two transitions to new Broker Dealers. Both times they found a perfect match for me. I would still be with the first firm had I not moved across country. When that happened, Cross Search quickly found firms that matched my personality and preferences, giving me the opportunity to choose from the best without having to sift through the rest.

Christopher J.

Cross Search was an absolute pleasure to work with. They managed to turn a potential disaster into an amazing success in an extremely efficient and professional manner. Their follow up and concern with results is magnificent. I would wholly endorse Cross Search for anyone interested in taking the next step in his or her career.

Gary S.

I can't speak highly enough of Jodie's work. I wasn't planning on needing a recruiter 5 years ago but events led me to her and the outcome was a miracle. She's on top of her game. Her network and knowledge of the brokerage industry are wide and deep. Her people skills are exceptional. If you are searching for a new BD, start your search with Jodie.

Lars R.

Thank you so much for all your effort, guidance, advice and most of all unwavering support. You came through for me in a big way.

Mindy M.

I can’t thank you enough. You have made a huge difference in my life. I will forever be grateful. My new broker dealer couldn’t have been a better fit!

Richard F.

Larry has been more influential on my career in the securities industry than any other person. Helping me thru several broker dealer transitions and most of all by being my always-there friend since 1982.

Frank A.

Jesse, things are going great!  I should have done it years ago.  I can't thank you enough for your help in finding me a new home, I am forever grateful! Thank you again.

The Latest From Our Blog

DOL Fiduciary Rule Rollout

By Jodie Papike | August 9, 2016

How is the DOL Fiduciary Rule affecting advisor recruiting In a recent article in Financial Advisor Magazine and www.fa-mag.com Jodie Papike is quoted talking about the state of the Independent broker dealer space and how the DOL Fiduciary Rule is affecting recruiting. She discusses the current recruiting environment by saying that as a result of…

Read More

Cetera retention bonuses being rolled out

By Jodie Papike | April 7, 2016

Are the Cetera retention packages enough to keep advisors in their seats? In a recent article in InvestmentNews Jodie Papike is quoted discussing the Cetera retention packages that are currently being rolled out to existing advisors at Cetera. In total, ten broker dealers are included under the current Cetera ownership. These ten broker dealers represent…

Read More

Cetera broker dealers up for sale

By Jodie Papike | November 19, 2015

In a recent article written in Investment News Larry Papike is quoted discussing the current developments within the Cetera umbrella of broker dealers.  Larry Roth, who was recently named head of Cetera Financial Group, this week, announced that they are looking for a buyer to purchase all ten of their broker dealers.   “The Cetera advisers…

Read More

Broker Dealer upfront money

By Jodie Papike | August 21, 2015

Setting the reset button on broker dealer upfront money expectations Much has been written lately about the trends that are taking place in the Independent Broker Dealer space as it relates to upfront money.  In the latest story written by Jodie Papike that appeared in InvestmentNews Aug. 2015, Jodie discusses Independent Broker Dealers upfront money…

Read More

Advisor Succession Planning

By Jodie Papike | May 21, 2015

Advisor succession Planning – Support may be closer than you think As the average advisor age continues to rise in the financial advise business, broker dealers are stepping up to help their advisors develop a plan for the future of their business. No longer does an advisor have to take on the task of evaluating…

Read More

Independent Broker Dealer Options

By Jodie Papike | December 16, 2014

There is no denying the allure of the independent broker dealer environment.  For years advisors have been flocking to the Independent Broker Dealer model for a variety of reasons.  Higher compensation, freedom and the flexibility to run a business the way you see fit are just a few of the many attractive qualities the independent…

Read More

Independent Broker Dealer Consolidation

By Jodie Papike | September 11, 2014

How is Independent Broker Dealer Consolidation affecting advisors? Keeping up with the consolidation that has been taking place in the Independent Broker Dealer landscape over the past few years is literally like a full time job.  Broker Dealers have been selling, merging or going out of business at an incredibly fast rate.  It wasn’t until…

Read More

Jodie Papike comments on Financial Telesis acquisition

By Jodie Papike | August 21, 2014

NFP Advisor Services, the brokerage unit of National Financial Partners Corp., has made hay in light of a recent deal announced between LPL Financial and Financial Telesis. NFP Advisor Services reported that it had wrapped up a recruiting spree over the past six to eight weeks in which it landed 53 advisers, the “vast majority” of which…

Read More

Another Cross Search Success story!

By Jodie Papike | August 12, 2014

A $1.3B Financial Telesis Shop Switches B-Ds Filed on Wednesday, August 06, 2014 A $1.3-billion 401(k) plan advisor (KPA) team just aligned with Independent Financial Group. David Krasnow confirms that last month his Cleveland-based shop,Pension Advisors, switched broker-dealers from Financial Telesis, Inc.to IFG. Krasnow had worked with FTI for seven years. Krasnow’s move comes as giant independent B-D LPL and…

Read More

Questions to ask a broker dealer

By Jodie Papike | June 13, 2014

Can anyone know with 100% certainty that a partnership will be a perfect match or that it will last forever?  The obvious answer to this question is, no.  So how does an advisor choose a broker dealer, hoping promises will be kept and that change wont ruin the agreed upon partnership?  The best answer is,…

Read More

Schedule a Consultation Now!

[gravityform id="2" title="false" description="true" ajax="true"]