About Us

We Approach Business Differently To Provide Exceptional, Personal Services To Advisors & Teams, Ria’s, Wirehouse, Regional, And Independent Broker-dealers

About Us

Elite Consulting Partners

Elite Consulting Partners is a transition consultant, practice management, and business consulting firm focused on providing strategic advice and solutions to the financial services industry.

We offer unparalleled service, unbiased advice, and expert guidance to our advisor and corporate clients. We ensure our clients’ objectives and goals are realized during their due-diligence and transition process.

We work with many of our clients in areas concerning transitioning to a new broker-dealer, investment advisory firm, custodial platform changes, maximizing revenue, increasing head count, and monetizing the equity within a practice or business through negotiated mergers or simple advisor recruiting deals and packages.

We serve as the bridge connecting advisors and businesses to actionable ideas. In the course of consulting with our clients, we communicate competitive intelligence covering the wirehouse, regional, independent broker-dealer, RIA, and hybrid landscape(s). We also partner with firms who have deeper expertise within independent advisory M&A, practice management, succession planning, and business valuation disciplines to bring a higher level of service to our clients.

Below are several key areas of expertise our firm can provide.

Thank you for taking time out of your busy schedule to learn about our value-added advisor service and solutions. We look forward to serving as your trusted independent advocate by educating, counseling, and representing you.