04 / Assets under management
Recruiting for Advisors, Relationship Managers & Practice Leaders
We help financial firms grow AUM by hiring client-facing professionals and leadership talent who deliver results.
Where recruiting falls short:
CONTINGINGENCY RECRUITING IS OVERPRICED
Contingency recruiting is overpriced, transactional, and doesn’t deliver consistent pipelines.
Lack of Wealth-Management Expertise
Generalist recruiters often miss the nuances of advisor selection—leading to poor fits, cultural disruption, and limited AUM portability. Without deep industry insight, they struggle to identify and attract advisors who can truly transition their book.
INFLATED COMP & LOW RETENTION
Agencies push inflated comp to maximize fees, creating retention problems.
SUCCESSION NEEDS SENIOR-LEVEL TALENT
Succession planning requires senior-level talent that sticks.
05 / Wealth Management & Financial Services
How We Solve It:
Consistent pipeline of qualified financial advisors and client-facing hires.
I. RECRUITER ON DEMAND
II. HUMAN CAPITAL CONSULTING
Compensation strategy, incentive design, and retention frameworks.
Practice leads, COOs, and senior advisors.
III. EXECUTIVE SEARCH
IV. GROWTH ADVISORY (M&A)
Support in identifying and acquiring RIAs or books of business.
— Babak Gahvari, CFP®, AIF®, Managing Partner, Canter Wealth
“Working with Elanden was a fantastic experience. Professional, sharp, and effective—we now use them for all our hiring needs.”
our next phase of AUM growth starts with the right people.
Let’s identify, recruit, and retain the client-facing talent that moves your firm forward.