Find the best independent broker dealer

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.

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

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.

The Latest From Our Blog

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    Questions to ask a broker dealer

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    Advisor Placement Firm Cross-Search Has Another Success Story

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  • 03.25.14

    Broker Dealer Consolidation

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