Own Your Practice
Your firm changed the rules. It's time you wrote your own.
If you became a Financial Advisor to serve clients and build real wealth, not to watch your grid shrink while hitting cross-sell quotas, there's a better path forward. We'll show you exactly what's possible when you stop playing by their rules.
We work with all major independent platforms, so you get unbiased, conflict-free guidance tailored to your goals.
Why Advisors Book A Call
You've Outgrown Your Firm. Now What?
You didn't spend a decade building a book to feel like an employee.
But somewhere along the way, your firm started optimizing for their shareholders, not your clients or your future. Now you're caught between what you know you could build with the right platform... and the fear that making a move means starting over or picking the wrong firm again.
Here's the truth: You're not stuck. You just need someone to show you what's actually possible, without the pressure, pitch deck, or one-firm agenda.
Who This Is For
Two Paths. One Decision.
Stay Stuck
Watch your grid drop another 5% while production climbs
Lose A-clients to younger advisors with better tech
Hit 55 with no succession plan and nothing to sell
Spend another decade building someone else's equity
Move Forward
Increase take-home 20-40% without changing how you work
Access institutional-grade tech that elevates client service
Build a sellable asset with real succession options
Finally own your business instead of renting a desk
Trusted by advisors who needed a confident, clear transition.
What Our Clients Have to Say
I would describe my job search as pre- Jeremy and post-Jeremy. I had lost faith in recruiters, until our paths crossed. I would recommend his services hands down. Because of his diligence, I now work for an outstanding employer. Jeremy is a great recruiter, but more than that, he was an amazing partner.
I had the pleasure of being placed at my current employers company by Jeremy and his team. From the moment I started the process with his firm, I sensed excellence and professionalism every step of the way. You can really tell that Jeremy takes pride in everything he does!
Jeremy Jenson and his team over at Encore are a first class organization. Instead of relying on their network (which is quite extensive by the way), they have an information based quant model to help companies find the right people for their business. They are especially good at finding people for your business that are hard to find.
About Encore Advisor
Find the Right Fit, Not Just Any Firm
This isn't about moving you to the highest bidder or the firm with the flashiest transition package. It's about finding the platform that actually matches your goals, your clients, and how you want to build your practice long-term.
We've guided over $80 Billion in AUM to the independent space in the past decade, and here's what we've learned: The advisors who thrive aren't the ones who moved the fastest. They're the ones who moved to the right place.
That's why we take the time to understand what you actually need, better tech, more autonomy, succession options, culture fit, and then show you which firms deliver on those promises. If staying put is your best move, we'll tell you. If independence makes sense, we'll map it out step-by-step. No pressure. No agenda. Just honest guidance from someone who's seen every scenario play out.
HOW WE WORK WITH YOU
From Curiosity to Clarity in 3 Simple Steps
We keep the process simple, structured, and discreet.
Step 1
Quick 30-Minute Consultation
A private, confidential conversation to understand where you are today and what's driving your interest in exploring options.
Step 2
Discover Your Goals & Needs
We dive deeper into what matters most, compensation, autonomy, technology, culture, succession planning, so we can identify the right fit for you.
Step 3
We Build Your Custom Strategy
We outline the best path forward in a discreet, no-obligation process tailored to your situation. You decide if and when to move forward.
Next Step
Let's Discuss Your Transition Options.
Whether you're considering a move now or just want to understand what's possible, we're here to help. Schedule a confidential consultation and get the clarity you need to make the right decision for your practice and your clients.
No cost. No obligation. No pressure. Whether you move in 6 months or never, you'll walk away with clarity.
Questions Sharp Advisors Ask
Frequently Asked Questions
If you don’t see your question here, you can ask it directly on the intake form—confidentially.
Will this stay 100% confidential?
Absolutely. Confidentiality is non-negotiable. We've guided over 1,000 advisors through transitions without a single leak. Your current firm will never know unless you decide to tell them. Every conversation, document, and due diligence activity is conducted with complete discretion.
How do you handle firms that have TROs or non-solicitation agreements?
We've navigated hundreds of transitions involving restrictive covenants and protocol complexities. We'll review your employment agreement, help you understand your obligations, and connect you with experienced transition attorneys if needed. Our goal is to ensure you're fully protected and compliant throughout the process.
I've been approached by other recruiters. What makes you different?
Most recruiters represent one or two firms and earn a placement fee only when you move to their client. We work with all major independent, hybrid, and full-service platforms, and we're compensated by firms on the receiving end, not by you. That means we have zero incentive to push you toward any specific option. Our only job is helping you find the best fit based on your goals, client base, and long-term vision.
Can you really show me ALL my options, or do you just work with a few firms?
We work with all major platforms across the industry, wirehouses, regionals, independent broker-dealers, RIAs, and hybrid models. That's what makes our guidance truly unbiased. You'll see side-by-side comparisons of compensation, technology, support, culture, and succession planning across every viable option for your practice.
What if my clients don't follow me?
This is the most common concern, and the data shows it's rarely an issue when handled correctly. With proper preparation and positioning, most advisors retain 90%+ of their client relationships. We'll show you exactly how to communicate the transition in a way that makes clients feel confident and excited about the move, not anxious. You'll have a proven playbook that's worked for thousands of advisors before you.
We help financial advisors find the right platform to serve their clients and build their practices, whether that means going independent, joining a new firm, or staying put. Every conversation is 100% confidential with no cost or obligation.
Important: The guidance we provide is educational in nature. We recommend consulting with legal and tax advisors before making any career transitions.
Encore Search Partners, LLC
Encore Search Partners is an executive search and consulting firm specializing in advisor transitions within the wealth management industry. We provide confidential guidance to financial advisors exploring career opportunities across independent broker-dealers, RIAs, wirehouses, and hybrid platforms.
Confidentiality Notice: All consultations and communications are strictly confidential. We do not disclose advisor inquiries or conversations to any third parties, including current or prospective firms, without explicit written consent.
No Legal or Tax Advice: The information provided is for informational purposes only and does not constitute legal, tax, or compliance advice. Advisors considering a transition should consult with qualified legal and tax professionals regarding their specific circumstances.
© 2026 Encore Search Partners, LLC. All rights reserved.