Wealth Management Advisor

Harrison Gray Search is partnering with a fiduciary, fee-based independent RIA (approximately $1B AUM) to add established Financial Advisors who want the economics and autonomy of independence, plus a firm that actively invests in their growth.

THE OPPORTUNITY

Bring your existing client practice to a firm that handles compliance, technology, investment management, operations and marketing, so you can focus on clients and growth. You keep your client relationships and your approach. The firm puts real resources behind helping you grow.

WHAT THE FIRM OFFERS

• Highly competitive net payout – the firm covers compliance, investment management, technology, planning software and office costs from its share

• No non-solicit on your book

• Path to equity available

• Transition support, including draw options

• W-2 benefits: medical, dental and 401(k) with safe-harbor match

• Firm-funded leads plus a business development desk that qualifies prospects and books appointments for you (launching late 2026)

• One-on-one business coaching and done-for-you marketing

• In-house insurance agency to support planning

• Full transition and repapering support from the operations team

• Work remotely from anywhere in the U.S., from your current office, or from flexible office space

• Collaborative advisor community with a monthly firm-wide call and twice-yearly firm-paid gatherings

WHAT WE'RE LOOKING FOR

• Portable, fee-based advisory book, ideally $50M+ AUM ($40M+ considered)

• Consistent growth in clients and assets

• Holistic, planning-led client relationships and a fiduciary mindset

• Clean regulatory record

• Entrepreneurial, coachable and team-oriented

• Assets at Fidelity, Schwab or another major custodian a plus

This is an RIA-only platform with no broker-dealer. Commission-based or brokerage books are not a fit.

Harrison Gray Search and our clients are equal opportunity employers. All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status or any other protected characteristic.