Who fits our firm?
Advisors screened against your channels, licences, book size, markets and deal-breakers, in the words you used.
Talent Mandate
Know who to recruit, and in what order.
A recruiting search for firms and RIAs: the advisors who fit your firm, ranked by how likely they are to move and how well they match what you've told us. ATP then opens each conversation, in the right order.
Built forBroker-dealers, RIAs and hybrid firms of every size · Wirehouse, regional, bank and insurance-affiliated firms · Teams, branches and OSJs hiring for growth or succession
What it answers
The questions behind every recruiting plan.
You describe the advisor you want. We find the ones who fit, rank them and make the introductions.
Who is likely to move?
Each advisor ranked on the chance of a change in the next year, alongside fit and estimated book.
Who could succeed an owner?
A separate track for advisors at succession stage, who want a home for the book rather than a new platform.
Where do we start?
ATP opens conversations in order, so the strongest candidates hear about you first.
Inside the report
Who fits, and how we reach them.
Your criteria come first. Every advisor is referenced, never named, and ATP makes each introduction.
- The shortlist, split into recruiting and succession
- Top candidates, referenced and ranked
- Who they are: tenure, channel, ownership
- Where they are, market by market
- How the ranking works, in plain terms
- The order ATP opens conversations in
How it works
Four steps to a clear plan.
It starts with an introductory summary report and builds to a full analysis and a plan you can act on.
Talk it through
A call about the advisors you want and what a good outcome looks like.
Share your criteria
We send a short search profile: your firm, the economics you offer and the advisor you want.
Receive the mandate
The shortlist, the top candidates and the plan, referenced rather than named.
Open conversations
We open them in order and keep identities protected until both sides want to talk.
Common questions
Before you start.
01Who is it for?
Firms and RIAs adding advisors, OSJs and branches growing a team, and owners looking for a successor.
02Do you name the candidates?
No. Every advisor is referenced, never named. ATP makes each introduction, and names are shared when both sides want to talk.
03How do you rank advisors?
On how likely they are to move, how well they fit what you've told us, and the size of the book, weighted for recruiting or succession.
04What do you need from us?
Your search profile, and the figures you'd share with a candidate. We report them as you state them.
05How is our information handled?
In confidence. Your firm's details are shared with candidates only in the way you approve.
Start with a call.
Tell us the advisor you're looking for. We'll send a short search profile and come back with what the market holds.
Confidential. No obligation.