Navigate Your Next Chapter
Keep your search confidential with our discreet process.
Explore your options without committing to formal introductions.
Maintain complete control every step of the way.
Maximize Your Value
Advisors who switched firms in 2023 saw signing bonuses averaging 150-250% of their trailing 12-month revenue
92% of transitioning advisors retained over 85% of their client assets
Reduce revenue splits & increase take-home pay
Enhance Your Practice
Access improved technology platforms
Gain greater control over client relationships
Join firms where 87% of advisors report higher job satisfaction
Improve client satisfaction & retention
Manage Your Business
Achieve your desired level of independence & control
Get the proper support needed for compliance & operations
Find the ideal compensation structure & payout rates for your practice
Schedule a Call Today
Let's have a candid, no-pressure conversation about your possible options.
Being an independent recruiter, with 20 years experience in the industry, we can be an unbiased resource for you.
Employee , Independent, RIA, it’s up to you. We have no preference. We just want you to find the right place.
We look forward to speaking with you.
All the best,
Bruce
Contact Us
(978) 887-2375
bruce@newpathadv.com
“94% of advisors are happy with their decision to move, with 85% noting an increased control over their future. Even more impressive, 80% of movers reported asset under management (AUM) growth since switching, with a median increase of 42%”