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RIA Growth’s recruiting services include:

-Hiring Assistance for the following positions:


Financial Advisors

Wealth Managers

Certified Financial Planners

Charted Financial Analysts

Certified Public Accountants

Estate Attorneys

Client Service

Portfolio Management



Internal and External Wholesalers


In addition RIA Growth provides -Infrastructure Consulting and Onboarding Sales training services.

RIA Growth provides recruiting services for RIAs and other financial services firms. For nearly 20 years, we have been developing relationships throughout the financial services industry. We understand the dynamics of growing successful firms and helping find and place the right people to grow your firm. We leverage our vast network of contacts to match the best candidates with your firm’s unique dynamics. Our Principal has led the growth of multiple RIA, broker dealer and Fortune 500 companies and understands the types of talent and synergy that are needed to drive momentum and growth. We’ve successfully placed well-qualified, highly credentialed and reputable candidates at firms ranging from Fortune 500 companies to national, regional and local RIA firms.

Employers — We identify and present appropriate and pre-screened candidates for all types of financial service positions. Services are provided directly by our partners to help ensure candidates are appropriately interviewed and matches are based on experience and professional fit. Unlike traditional recruiting firms, we also can provide training for sales and client services positions to help your new team members earn success at your firm.

Candidates – RIA Growth places candidates in all roles within the RIA industry. We specialize in helping advisors determine the right structure for their book of business, whether it’s joining an independent broker-dealer, an existing RIA firm or setting up and growing new a RIA firm. If you are seeking a change or are open to conversations to explore options within the industry, please upload your resume and provide some brief comments on your career interests. RIA Growth reviews each resume received for current openings and will maintain the resume on file to be considered for future opportunities as they arise. All contact is held in strict confidence.

Send us your resume

If you would like to be considered for one of the positions we currently have available, fill out the form below and send us your resume. We will get back to you if you are a candidate for one of our job listings.




Call us now at 619.850.5952 to discuss your next open position. Or fill in the form below and we will promptly get back to you.


750 B Street, Suite 3300
San Diego, CA 92101


p: 619-850-5952
f: 619-374-1660