We’ll find the independent broker-dealer that matches your individual and professional needs. Cross-Search places financial advisors with independent broker-dealers, by helping sift through the labyrinth of options and questions involved with changing broker dealers. We act as a concierge to financial advisors, guiding them through the entire process of identifying their most appropriate options, negotiating a deal and transitioning clients. Since 1989, Cross-Search has developed relationships with major independent broker-dealers across the entire spectrum of size, culture, clearing platforms, product mix, technology, services provided, etc.
What would your ideal firm look like?
The more specific you are about the type of firm you’re looking for, the better Cross-Search will be able to meet your goals. Whether you are an advisor currently at a wire house, regional firm, bank or captive agency — or if you’re currently an independent financial advisor — Cross-Search will lay out the things you need to consider before you make your move.
Once we have narrowed your search down to one or two brokerage firms, we will work with you to make sure that you understand all factors that need to be considered before you make a final decision.
We don’t consider our job complete until your transition is complete and you are comfortable with your new brokerage firm.