At Diamond Consultants, our mission is to help advisors live their best business life. We want every elite advisor to find exactly the right place for their business and their clients to thrive, whether it’s at a Wirehouse, a Regional, Boutique or Independent firm. As the industry’s leading recruiters and consultants, we’ve transitioned more than a quarter of a trillion dollars in assets under management in the past decade. And each year, 25% of transitioning advisors who manage a billion-dollars or more are our clients. But we’re far more than just recruiters. We’re future-proofers, business coaches, and career sherpas who meet advisors where they are, years before they’re ready to move. We educate advisors on the latest trends, help them evaluate economic models, understand their enterprise value, and through a 7-step consulting process, create a personal roadmap of options they might never have considered otherwise. If they choose to move ahead, we tap into our unmatched network of connections built over 30 years in the industry, spanning Wirehouses, Banks, Regionals, Boutiques, Independents, RIAs, and Multi-Family Offices. And unlike most recruiters, our business is built on relationships, not transactions. Making a move is a big deal and we would never sell you into a move. We’re not dependent on any financial institution, so we help compare your own firm with other options and offer unbiased guidance that puts advisors’ interests first, with no cost or obligation to you. Even when that means staying where you are. Curious about where, why, and how advisors like you are moving? Download the latest Advisor Transition Report to learn more, including intel on recruiting deals and our insight and analysis on the latest trends in the wealth management industry (link below). Or if you'd like to talk, give us a call at 908-987-1002.
View Top Employees from Diamond Consultants - Financial Advisor Recruiters and ConsultantsWebsite | https://www.diamond-consultants.com/tools-and-resources/advisor-transition-report-2022/ |
Revenue | $15 million |
Employees | 20 (20 on RocketReach) |
Founded | 1998 |
Address | 36 Cattano Avenue, Morristown, New Jersey 07960, US |
Phone | (908) 879-1002 |
Fax | (908) 879-1008 |
Technologies |
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Industry | Financial Services, Finance General, Sounding board and educator, Finance, Committed Facilitator - ensuring that both the entire process an, Objective resource |
Web Rank | 6 Million |
Keywords | Hightower Advisors Business Model, Diamond Consulting, Ibd Financial Advisor, Ibd Vs Ria |
Competitors | Battalia Winston, Crist|Kolder Associates, Godfrey Group Recruitment & Consultancy, TERRANA GROUP LLC, Wealthguard Inc. |
SIC | SIC Code 62 Companies, SIC Code 621 Companies |
NAICS | NAICS Code 523110 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 52311 Companies, NAICS Code 5231 Companies |
Looking for a particular Diamond Consultants - Financial Advisor Recruiters and Consultants employee's phone or email?
The Diamond Consultants - Financial Advisor Recruiters and Consultants annual revenue was $15 million in 2024.
Louis Diamond is the President of Diamond Consultants - Financial Advisor Recruiters and Consultants.
20 people are employed at Diamond Consultants - Financial Advisor Recruiters and Consultants.
Diamond Consultants - Financial Advisor Recruiters and Consultants is based in Morristown, New Jersey.
The NAICS codes for Diamond Consultants - Financial Advisor Recruiters and Consultants are [523110, 523, 52, 52311, 5231].
The SIC codes for Diamond Consultants - Financial Advisor Recruiters and Consultants are [62, 621].