Your Career. Your Practice. Your Leverage.
Financial Advisors
Bruno and Associates is a firm-agnostic, advisor-aligned recruiting advocate. We evaluate opportunities across wirehouses, regional firms, independent broker-dealers, RIAs, hybrid platforms and banks. We are not tied to one destination or one affiliation model. Our process begins with what is best for the financial advisor, the advisor’s clients and the advisor’s long-term goals.
386-562-0312 | Confidential Advisor Consultations
Experience on Your Side of the Table
We help financial advisors confidentially evaluate the entire marketplace, create competition among firms and pursue the strongest overall opportunity for their clients, teams and families.
386-562-0312 | Confidential Advisor Consultations
Financial Advisors
The Financial Advisor’s Advocate
Most firms naturally promote their own platform. Bruno and Associates begins with the financial advisor. We learn what you want to accomplish, identify the appropriate destinations, conduct due diligence and create a competitive process in which suitable firms compete for your business.
More Than a Recruiting Deal
The largest headline number is not always the best transaction. We evaluate upfront compensation, back-end awards, payout grids, growth hurdles, technology, lending, investment capabilities, team support, culture, contractual obligations and succession options. The objective is to find the strongest overall fit—not simply the largest advertised percentage.
386-562-0312 | Confidential Advisor Consultations