Is going independent right for me now?
Sometimes yes. Sometimes the right answer is a better firm, or staying where you are. We tell you which, and why, before you spend a minute with a recruiter.
CONFIDENTIAL TRANSITIONS FOR ESTABLISHED ADVISORS
One firm.Not a dozen.
We study your practice, then name the one broker-dealer or RIA it belongs at. Nine in ten advisors take the recommendation.
Your name reaches no firm without your written permission.
The firm you join pays our fee. You never do.
SIXTEEN FIRMS UNDER AGREEMENT. ONE RECOMMENDATION.
40+
advisors a month, including million-dollar teams
Five
years in practice
About 9 in 10
advisors take our first recommendation
Advisor Outreach placements, 2025 to 2026.
The questions advisors bring us
Five questions. Straight answers.
How much more of my revenue could I keep?
Advisors at wirehouses and many broker-dealers keep 40 to 60 percent. Independent models commonly run 80 to 90 percent, less the costs you take on. AO Match shows the net difference on your numbers.
What upfront transition offer could I receive?
It depends on production, assets, and the firm. AO Match returns a realistic range across the firms we work with, not a headline number designed to get you on the phone.
How quickly can I move?
Most transitions close in 60 to 120 days once a firm is chosen. Protocol status, licensing, and client repapering set the pace. We map it before you commit.
Can this be easier than my last move?
That is the point of having us. We run the process, coordinate the firm, and keep the move quiet until you decide it should not be.
Introducing
AO Match
Find out where you fit before anyone knows your name.
Eight questions about your practice. Three answers on screen in under three minutes. No name, no email, no firm contacted. You leave with a Match ID that only you hold.
01
Your fit profile
The kind of firm that wins advisors like you, and why. Three of sixteen, never a list.
02
Your package range
Drawn from published transition data and our own placements. A band, not a promise.
03
The handcuffs math
What your unforgiven note costs against what a move pays, month by month, to the crossover. The number to know before you resign.
Start AO Match Beta · Placeholder data
AO Match result · Example
Fit profile
Independent BD, advisory-first
Firms that fit
3 of 16 firms under agreement
Package range
$500,000 to $1,100,000
Handcuffs crossover
Month 14
Illustrative figures. Ranges cite Diamond Consultants, Financial Planning, and Cerulli. Not an offer.
Who pays us
The firm you join pays us. You never do.
Our fee is paid by the broker-dealer or RIA you join, from its recruiting budget. It is never taken from your transition package or your payout. The advisors who build your match do not know what any firm pays us. The recommendation is made before the economics are ever in the room. If the right answer is to stay, you owe us nothing.
Cost to the advisorNone
Paid byThe firm you join
Effect on your package or payoutNone
Recommendation processEconomics are kept out
If you decide to stayNothing owed
We hold recruiting agreements with a select group of independent broker-dealers and RIAs. On the first call we tell you whether the firm we recommend is one of them.
The search
Every firm will tell you it is the best fit.
Six meetings produce six pitches, six grids that do not compare, and six recruiters paid on signature. We compare the firms so you do not have to.
How it works
The One-Firm Match
Five steps. One recommendation. We stay through the paperwork.
Start with the confidential callConfidential call
Thirty minutes with a member of our team. We ask about your practice, your clients, your wish list, and what is making you look. Nothing leaves the room.
Fit analysis
We compare your practice against the firms we know from the inside: economics, platform, culture, transition support, and what their last ten movers said.
One recommendation
We name the firm we believe fits, and we tell you why. If the honest answer is that you should stay where you are, we say that too.
Introduction
With your written permission, we introduce you to the decision-makers at that firm, not a call center. We sit in on the meetings if you want us there.
Transition
Offer review, package comparison, timeline planning, and a direct line to us through repapering and the first ninety days.
Who we work with
Every stage of a career. The same standard.
Wirehouse advisors
You want the client relationship, the product shelf, and the payout that should come with them.
Independent advisors looking for more
You are already independent and suspect you are leaving money or support on the table.
Advisors early in their careers
You want a firm that will build you, not one that only wants your book.
Advisors facing a forced move
A merger, an acquisition, or a change you did not choose. You need options quickly and quietly.
Firms and RIAs
You want advisors who fit, introduced by a team with no reason to oversell either side.
Our work fits practices with $250,000 or more in annual production, or $25 million or more in assets. We decline engagements where the fit is not there.
What advisors get
Advisors who move rarely regret it. The ones who do moved to the wrong firm.
Fit is the only thing we sell.
83%
of advisors who switched firms are satisfied with the move
Advisor360 survey
11%
average asset loss on independent-to-independent moves, against 22% for other moves
Cerulli, 2025
Sixteen firms under agreement. One recommendation. That is the whole business.
Tampa, Florida · Photograph by Kody Cheyne, Unsplash
THE FIRST CALL
See what a move would look like before you talk to anyone.
Thirty minutes. Your channel and production range. You leave with a written read on the two or three firms that fit. No firm is contacted.
- The two or three firms that would realistically compete for your practice
- The package range each would likely offer
- What changes on day one, and what does not
- A suggested next step, which may be "stay"
The team
Eight people. One job: your transition.
Advisor Outreach is a family business in Tampa, and it runs like one. We know the advisors we work with by name, we pick up the phone, and we stay involved after the move. In an industry built on cold calls and quotas, we would rather be the people you call back. Named one of Tampa Bay's Best Places to Work.
Chris Meinsen
Founder and President
Soch Chay
Managing Director
Orlando Barron
Director of Business Development
Jonathan Rodriguez
Transition Advisory
Martainn Banks
Transition Advisory
Mark Gardner
Transition Advisory
Tracy Castillo
Transition Advisory
Daniel Rodriguez
Transition Advisory
“If the right answer is that you should stay where you are, that is what we will tell you. We would rather lose a placement than put an advisor in the wrong firm.”
Chris Meinsen, Founder and President
Direct line to Chris
813-344-2880Recruiting agreements with independent broker-dealers and RIAs, including
Cetera
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Resources
Read before you move
Start here
One call. One recommendation.
Thirty minutes. Nothing shared without your say.
Request a confidential call
Or call Chris Meinsen directly: 813-344-2880
Five years in practice. 40+ advisors a month. Featured in industry publications. Tampa Bay's Best Places to Work.