Connectivity, Reputation & Unmatched Knowledge

What makes Williams different than the other professional placement and consulting firms is our varied and vast experience in the wealth management industry.  Our services include recruiting, mergers & acquisitions and growth consulting.

Our success is fueled by a unique “advisor-first” approach. We focus exclusively and objectively on the needs and goals of Advisors who want to gain access to superior opportunities to serve their clients and grow their businesses faster and more efficiently.  

We view our clients’ businesses from all angles to gain an understanding of important issues and frustrations. 

We ask detailed questions and listen carefully with an expert ear and will never waste anyone’s valuable time. Whether your goal is monetizing a practice, achieving greater independence and control, creating a succession plan, acquiring or selling a business (or all of the above), our well-established track record and client testimonials speak for themselves. 

Our team is comprised of highly skilled Financial Advisor recruiters, consultants, and long-tenured specialists who deeply understand the intricate needs of Financial Advisors and firms. 

This depth of industry knowledge and talent is unmatched in this field and has earned us a pristine reputation and extraordinary loyalty. 

In order to make the best choice for you and your clients, you need an unbiased advocate with extraordinary intelligence on the landscape of the industry. 

Williams has a track record of success moving over 200+ advisors and over $25+ Billion Dollars in assets, helping Advisors like you find the right opportunity and not simply the most obvious solution. 

With more than two decades of experience and deep, long-standing relationships with firms across the landscape, we are the trusted partner to top Advisors and business owners across the country.

We will remain actively involved in the exploration process as your advocate, partner and guide. When growth and enhancing enterprise value are your goals, we provide tremendous access to a customized set of solutions.