Advisor Placement

Finding The Right Path To A Broker Dealer, RIA or Hybrid

Deciding on a new broker dealer can be complicated. Why go it alone? Cross-Search serves as your consultant and counselor. We help our clients — financial advisors — make major career decisions and represent their best interests throughout the entire process.

We understand because we have been in your shoes. We care because we are an accountable, family-run business. And we are effective because the only measure of our success is yours.

Find out more by exploring…

What We Do For You

Why Use Cross-Search

Going Independent

Before You Do Anything

Choosing a Broker Dealer


Ready to find out more?