Willis Consulting

Willis Consulting is a premier financial advisor recruitment firm founded in 2000 by Wall Street industry luminary Bill Willis. Based in Palos Verdes Estates with offices in Los Angeles and Phoenix, the company has established itself as a trusted partner for major Wall Street brokerage firms nationwide. With over two decades of industry expertise and a team of 12 dedicated financial advisor recruiters, Willis Consulting specializes in connecting top-tier financial advisory talent with prestigious opportunities across the financial services industry.

Willis Consulting operates as a specialized executive search firm focused exclusively on the financial advisory sector. Their primary objective is to support financial advisors in making informed decisions as they navigate the complex journey of transitioning their practice from one firm to another. The company leverages its extensive network of industry connections and deep market knowledge to provide clients with an unparalleled array of top-tier opportunities within the Financial Services Industry.

The firm offers comprehensive guidance for financial advisors looking to go independent, helping them navigate the intricate process of selecting the ideal independent broker dealer (IBD), hybrid model, or registered investment advisor (RIA) that aligns with their specific needs and aspirations. Through diligent research, Willis Consulting provides competitive insights and a profound understanding of the distinctions in cultures, product offerings, technology, services, back office support, clearing platforms, compensation structures, and compliance environments within the independent space.

Willis Consulting's recruiters possess extensive knowledge of transition assistance deals and current market conditions, enabling them to enhance their clients' negotiating power significantly. The firm specializes in working with million-dollar-plus producers and top-performing financial advisors, including those listed in Forbes and Baron rankings. Their expertise extends to succession planning, helping advisors connect with the right entities to handle their legacy and ensure fair valuation of their business.

With a strong presence in key financial hubs across Los Angeles and Arizona, and a national footprint that extends throughout the United States, Willis Consulting maintains close relationships with a diverse range of financial services organizations. This extensive network enables them to identify and engage with the industry's top candidates while staying attuned to the evolving needs of the financial advisory landscape.