Your Roadmap to Independence
Learn how to confidently evaluate platforms, structure deals, and execute a seamless transition with the proven Elite Transition Process.
Our Mission
"We empower advisors to make the RIGHT move, not just the NEXT move."
Frank LaRosa
CEO of Elite Consulting Partners
SERVICE HIGHLIGHTS
Navigate the business realm from a single source
For Firms Looking to Grow
At Elite Consulting Partners, we prioritize the needs of both you and your advisors. Our value comes from our deep understanding and strong relationships within the financial services ecosystem, including advisory firms, managers, support staff, compliance, recruiting teams, and OSJs/Super OSJs.
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For Advisors On The Move
Financial advisors and RIA’s seek ways to improve client experiences, gain control of their practice, maximize business value, and drive growth. These challenges are common among wirehouse, independent, and RIA advisors navigating a rapidly evolving and complex industry.
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TESTIMONIALS
"Working with Stacey and her team on our new broker/dealer search was everything that we were looking for and more. She took the time to get to know us and really used that knowledge to connect us with options that fit us best. We couldn't have done this without her! Highly recommend Stacey and her services to any advisor that is looking to explore ...
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Financial Advisor
IN
"Our experience with Stacey Frank and her team at Elite Consulting Partners was excellent. We were not even looking to make a change. So our mindset going into this process was not that open. Despite that we ended up making a change with our Broker Dealer!
Stacey patiently and thoroughly reviewed our current option against many choices. She had connections with ever B/D who ...
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Financial Advisor
NC
“Crushed our third and final back-end hurdle (hit all three, max on the last two). Just got named to Forbes best-in-state for the first time. Business doubled in 5 years. So glad we decided to pivot.”
Wirehouse Advisor
IL
“I greatly appreciate all your help during this journey. I cannot imagine how we could have done it without you."
Independent Advisor
IL
“I usually made my own deals with companies but my life is so busy that I figured that I would use your services and let [your consultants] go to bat for me. They were extremely professional and were able to listen to their client and deliver just what I was looking for (seemingly simple thing that most can't do)."
Financial Advisor
NY
“Thank you! You really gave us both excellent direction and also the confidence that we were being thorough in our research in due diligence. Without wasting time on things that weren’t a good fit.”
Financial Advisor
WA
“We are more than thrilled to be working with such a great team here. The white glove service at Elite Consulting was more than Elite! ”
Financial Advisor
NJ
“We can’t thank you enough, and we couldn’t be happier. Our business has grown exponentially already, even just for the simple reason of leaving Wells Fargo. We have gotten more referrals, more new clients, and new accounts from existing clients …growth that NEVER would’ve happened should we still be at Wells.”
Independent Advisor
NJ
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