Diamond Consultants - Financial Advisor Recruiters And Consultants

Diamond Consultants - Financial Advisor Recruiters And Consultants company information, Employees & Contact Information

At Diamond Consultants, our mission is to help advisors live their best business life. We want every elite advisor to find exactly the right place for their business and their clients to thrive, whether it’s at a Wirehouse, a Regional, Boutique or Independent firm. As the industry’s leading recruiters and consultants, we’ve transitioned more than a quarter of a trillion dollars in assets under management in the past decade. And each year, 25% of transitioning advisors who manage a billion-dollars or more are our clients.  But we’re far more than just recruiters. We’re future-proofers, business coaches, and career sherpas who meet advisors where they are, years before they’re ready to move. We educate advisors on the latest trends, help them evaluate economic models, understand their enterprise value, and through a 7-step consulting process, create a personal roadmap of options they might never have considered otherwise. If they choose to move ahead, we tap into our unmatched network of connections built over 30 years in the industry, spanning Wirehouses, Banks, Regionals, Boutiques, Independents, RIAs, and Multi-Family Offices.  And unlike most recruiters, our business is built on relationships, not transactions. Making a move is a big deal and we would never sell you into a move. We’re not dependent on any financial institution, so we help compare your own firm with other options and offer unbiased guidance that puts advisors’ interests first, with no cost or obligation to you. Even when that means staying where you are. Curious about where, why, and how advisors like you are moving? Download the latest Advisor Transition Report to learn more, including intel on recruiting deals and our insight and analysis on the latest trends in the wealth management industry (link below). Or if you'd like to talk, give us a call at 908-987-1002.

Company Details

Employees
23
Founded
-
Address
36 Cattano Avenue, Morristown,nj 07960,united States
Phone
908-879-1002
Industry
Financial Services
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
HQ
Morristown, NJ
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News

Dynasty Financial Partners and Diamond Consultants Partner to Launch the Breakaway Investment Banking Initiative - Business Wire

Dynasty Financial Partners and Diamond Consultants Partner to Launch the Breakaway Investment Banking Initiative Business Wire

Dynasty Teams With Diamond Consultants On Breakaway Investment Banking - Wealth Solutions Report

Dynasty Teams With Diamond Consultants On Breakaway Investment Banking Wealth Solutions Report

Dynasty and Diamond Consultants team up to guide top-dollar breakaway advisors - InvestmentNews

Dynasty and Diamond Consultants team up to guide top-dollar breakaway advisors InvestmentNews

Dynasty teams up with Diamond Consultants for breakaway venture - Citywire

Dynasty teams up with Diamond Consultants for breakaway venture Citywire

Diamond Consultants Has a New CEO - ThinkAdvisor

Diamond Consultants Has a New CEO ThinkAdvisor

Diamond Podcast: 2024 Advisor Transition Report - wealthmanagement.com

Diamond Podcast: 2024 Advisor Transition Report wealthmanagement.com

Citi’s wealth management division bounced back in Q3, reporting a record $18.6B in net new investment assets and record revenue, helping beat analyst expectations. CEO Jane Fraser credited the turnaround to the firm’s long-term strategy, including the depl - LinkedIn

Citi’s wealth management division bounced back in Q3, reporting a record $18.6B in net new investment assets and record revenue, helping beat analyst expectations. CEO Jane Fraser credited the turnaround to the firm’s long-term strategy, including the depl LinkedIn

Advisor Movement and Deals Remain Strong, According to Latest Transition Report - AdvisorHub

Advisor Movement and Deals Remain Strong, According to Latest Transition Report AdvisorHub

Deals & Recruiting Roundup: Raymond James, Americana Partners, Diamond Consultants And More - Wealth Solutions Report

Deals & Recruiting Roundup: Raymond James, Americana Partners, Diamond Consultants And More Wealth Solutions Report

Mindy Diamond on Independence: $500M Northwestern Mutual Breakaway Finds Her Voice and a 5x Valuation in True Independence - wealthmanagement.com

Mindy Diamond on Independence: $500M Northwestern Mutual Breakaway Finds Her Voice and a 5x Valuation in True Independence wealthmanagement.com

The Diamond Podcast for Financial Advisors: How a Former Merrill Advisor Found His 'North Star' in the IBD Model - wealthmanagement.com

The Diamond Podcast for Financial Advisors: How a Former Merrill Advisor Found His 'North Star' in the IBD Model wealthmanagement.com

Mindy Diamond Chairman of the Board, Diamond Consultants - wealthmanagement.com

Mindy Diamond Chairman of the Board, Diamond Consultants wealthmanagement.com

Mindy Diamond on Independence: How to Maximize Your Career Enterprise Value - wealthmanagement.com

Mindy Diamond on Independence: How to Maximize Your Career Enterprise Value wealthmanagement.com

The Diamond Podcast: Sweet Financial Partners Growth Evolution - wealthmanagement.com

The Diamond Podcast: Sweet Financial Partners Growth Evolution wealthmanagement.com

Mindy Diamond on Independence: Sanctuary Wealth $25B Later - wealthmanagement.com

Mindy Diamond on Independence: Sanctuary Wealth $25B Later wealthmanagement.com

Mindy Diamond on Independence: One-on-One With Focus Financial's Rudy Adolf - wealthmanagement.com

Mindy Diamond on Independence: One-on-One With Focus Financial's Rudy Adolf wealthmanagement.com

Mindy Diamond on Independence: Merrill Lifer Josh Brown on Breaking New Ground With LPL Strategic Wealth Services - wealthmanagement.com

Mindy Diamond on Independence: Merrill Lifer Josh Brown on Breaking New Ground With LPL Strategic Wealth Services wealthmanagement.com

Diamond Consultants Names Louis Diamond CEO As Founder Steps Down - Wealth Solutions Report

Diamond Consultants Names Louis Diamond CEO As Founder Steps Down Wealth Solutions Report

The Diamond Podcast for Financial Advisors: Leaving a 4-Decade Legacy Behind - wealthmanagement.com

The Diamond Podcast for Financial Advisors: Leaving a 4-Decade Legacy Behind wealthmanagement.com

Advisor Recruiter Mindy Diamond Steps Down as CEO - wealthmanagement.com

Advisor Recruiter Mindy Diamond Steps Down as CEO wealthmanagement.com

The Diamond Podcast for Financial Advisors: $2B UBS Breakaways on Being Fiduciaries for the Long-Term - wealthmanagement.com

The Diamond Podcast for Financial Advisors: $2B UBS Breakaways on Being Fiduciaries for the Long-Term wealthmanagement.com

The Diamond Podcast for Financial Advisors: Who’s in Control, The Advisor or The Firm? - wealthmanagement.com

The Diamond Podcast for Financial Advisors: Who’s in Control, The Advisor or The Firm? wealthmanagement.com

The Diamond Podcast: How Firms Can Win Top Talent in a Competitive Market - wealthmanagement.com

The Diamond Podcast: How Firms Can Win Top Talent in a Competitive Market wealthmanagement.com

Diamond Podcast: 30-Year Wirehouse Veteran on Building a $1B Business - wealthmanagement.com

Diamond Podcast: 30-Year Wirehouse Veteran on Building a $1B Business wealthmanagement.com

Dynasty, Diamond Consultants Launch Investment Banking for Breakaways - wealthmanagement.com

Dynasty, Diamond Consultants Launch Investment Banking for Breakaways wealthmanagement.com

The Diamond Podcast for Financial Advisors: Industry Update on M&A - wealthmanagement.com

The Diamond Podcast for Financial Advisors: Industry Update on M&A wealthmanagement.com

The Diamond Podcast for Financial Advisors: An Advisor’s Guide to 2025 - wealthmanagement.com

The Diamond Podcast for Financial Advisors: An Advisor’s Guide to 2025 wealthmanagement.com

The Diamond Podcast for Financial Advisors: Indivisible Partners’ John Thiel - wealthmanagement.com

The Diamond Podcast for Financial Advisors: Indivisible Partners’ John Thiel wealthmanagement.com

Mindy Diamond on Independence: A Bank Advisor’s Breakaway Success Story - wealthmanagement.com

Mindy Diamond on Independence: A Bank Advisor’s Breakaway Success Story wealthmanagement.com

Mindy Diamond on Independence: What's Driving Rockefeller's Success? - wealthmanagement.com

Mindy Diamond on Independence: What's Driving Rockefeller's Success? wealthmanagement.com

Dynasty Financial And Diamond Consultants Launch Breakaway Investment Banking Initiative For Advisory Teams - Pulse 2.0

Dynasty Financial And Diamond Consultants Launch Breakaway Investment Banking Initiative For Advisory Teams Pulse 2.0

The Diamond Podcast for Financial Advisors: Going Independent Without Leaving a Wirehouse - wealthmanagement.com

The Diamond Podcast for Financial Advisors: Going Independent Without Leaving a Wirehouse wealthmanagement.com

Five Key Advisor Recruiting, Transition Trends - wealthmanagement.com

Five Key Advisor Recruiting, Transition Trends wealthmanagement.com

The Diamond Podcast: Validus Capital CEO John Krambeer - wealthmanagement.com

The Diamond Podcast: Validus Capital CEO John Krambeer wealthmanagement.com

AdvisorHub Now Distributing Mindy Diamond on Independence Podcast - AdvisorHub

AdvisorHub Now Distributing Mindy Diamond on Independence Podcast AdvisorHub

Mindy Diamond on Independence: CEG’s John Bowen on What it Takes to Build a Blockbuster Business - wealthmanagement.com

Mindy Diamond on Independence: CEG’s John Bowen on What it Takes to Build a Blockbuster Business wealthmanagement.com

Mindy Diamond on Independence: How The Perfect RIA's Matthew Jarvis Turned the Tables on His Career - wealthmanagement.com

Mindy Diamond on Independence: How The Perfect RIA's Matthew Jarvis Turned the Tables on His Career wealthmanagement.com

Mindy Diamond on Independence: Innovative Ways the Best Independent Firms Fuel Growth - wealthmanagement.com

Mindy Diamond on Independence: Innovative Ways the Best Independent Firms Fuel Growth wealthmanagement.com

Mindy Diamond On Independence: How a $440M Merrill Team Got Their Mojo Back in Independence - wealthmanagement.com

Mindy Diamond On Independence: How a $440M Merrill Team Got Their Mojo Back in Independence wealthmanagement.com

Recruiter Diamond Consultants Names New President - ThinkAdvisor

Recruiter Diamond Consultants Names New President ThinkAdvisor

Mindy Diamond on Independence: An Inside Look at Goldman Sachs Advisor Solutions - wealthmanagement.com

Mindy Diamond on Independence: An Inside Look at Goldman Sachs Advisor Solutions wealthmanagement.com

Advisor Recruiting Activity Stayed Strong in 2023 Despite Bank Turmoil. Expect More Moves This Year. - Barron's

Advisor Recruiting Activity Stayed Strong in 2023 Despite Bank Turmoil. Expect More Moves This Year. Barron's

2020 AdvisorHub Industry in Transition Speaker: Mindy Diamond - AdvisorHub

2020 AdvisorHub Industry in Transition Speaker: Mindy Diamond AdvisorHub

Mindy Diamond on Independence: Marketing Tips for Advisors From Megan Carpenter - wealthmanagement.com

Mindy Diamond on Independence: Marketing Tips for Advisors From Megan Carpenter wealthmanagement.com

Mindy Diamond on Independence: Erin Botsford's Second Act - wealthmanagement.com

Mindy Diamond on Independence: Erin Botsford's Second Act wealthmanagement.com

Mindy Diamond on Independence: Live Oak Bank's James Hughes on Breakaway Transitions, M&A and Succession - wealthmanagement.com

Mindy Diamond on Independence: Live Oak Bank's James Hughes on Breakaway Transitions, M&A and Succession wealthmanagement.com

Mindy Diamond on Independence: A Candid Conversation with Merrill's Andy Sieg - wealthmanagement.com

Mindy Diamond on Independence: A Candid Conversation with Merrill's Andy Sieg wealthmanagement.com

Mindy Diamond on Independence: Brad Bueermann on M&A, Growth and Maximizing Enterprise Value - wealthmanagement.com

Mindy Diamond on Independence: Brad Bueermann on M&A, Growth and Maximizing Enterprise Value wealthmanagement.com

Mindy Diamond on Independence: How Ross Gerber’s $2.2B Firm Found Its Voice in Independence - wealthmanagement.com

Mindy Diamond on Independence: How Ross Gerber’s $2.2B Firm Found Its Voice in Independence wealthmanagement.com

Puzzle Wealth Solutions Celebrates One Year Anniversary with Expected Growth to $2 Billion in Assets Under Management by Year End - PR Newswire

Puzzle Wealth Solutions Celebrates One Year Anniversary with Expected Growth to $2 Billion in Assets Under Management by Year End PR Newswire

Mindy Diamond on Independence: The Founding Partners of IEQ Capital on Growth, Culture and the Luminous Leap - wealthmanagement.com

Mindy Diamond on Independence: The Founding Partners of IEQ Capital on Growth, Culture and the Luminous Leap wealthmanagement.com

From Lifer to Leaver: $3B Former UBS Advisor Finds His New Edge - AdvisorHub

From Lifer to Leaver: $3B Former UBS Advisor Finds His New Edge AdvisorHub

Mindy Diamond on Independence: How a Lincoln Financial Ensemble Found a New Independent Path with SagePoint - wealthmanagement.com

Mindy Diamond on Independence: How a Lincoln Financial Ensemble Found a New Independent Path with SagePoint wealthmanagement.com

The Evolution of an Elite Advisor: From Breakaway to M&A to Increasing Annual Revenue by $10mm in Just 3 Years - AdvisorHub

The Evolution of an Elite Advisor: From Breakaway to M&A to Increasing Annual Revenue by $10mm in Just 3 Years AdvisorHub

Mindy Diamond on Independence: Exploring KKR’s Attraction to $25B+ RIA Beacon Pointe - wealthmanagement.com

Mindy Diamond on Independence: Exploring KKR’s Attraction to $25B+ RIA Beacon Pointe wealthmanagement.com

Mindy Diamond on Independence: OCIO Pioneer Jonathan Hirtle on Building a $20B RIA the Organic Way - wealthmanagement.com

Mindy Diamond on Independence: OCIO Pioneer Jonathan Hirtle on Building a $20B RIA the Organic Way wealthmanagement.com

Irvington DECA’s Diamond Consulting Destroys Expectations - The Irvington Voice

Irvington DECA’s Diamond Consulting Destroys Expectations The Irvington Voice

Diamond Management & Technology Consultants Inc. News & Articles - Crain's Chicago Business

Diamond Management & Technology Consultants Inc. News & Articles Crain's Chicago Business

ARCTIC BLUE DIAMONDS ACQUIRES CONTROLLING INTEREST IN WO DIAMOND PROJECT HOSTING THE DO27 KIMBERLITE - PR Newswire UK

ARCTIC BLUE DIAMONDS ACQUIRES CONTROLLING INTEREST IN WO DIAMOND PROJECT HOSTING THE DO27 KIMBERLITE PR Newswire UK

PwC Completes Acquisition of Diamond Management & Technology Consultants, Inc. - PR Newswire

PwC Completes Acquisition of Diamond Management & Technology Consultants, Inc. PR Newswire

Interview: Charles Wyndham reflects on dramatic year in diamonds, 2019 - The Northern Miner

Interview: Charles Wyndham reflects on dramatic year in diamonds, 2019 The Northern Miner

UiPath elevates Deloitte Consulting to Diamond partner level - Consultancy.com.au

UiPath elevates Deloitte Consulting to Diamond partner level Consultancy.com.au

Diamond Dealers Face Loan Drought After Losing Bank - Bloomberg.com

Diamond Dealers Face Loan Drought After Losing Bank Bloomberg.com

Top Diamond Consultants - Financial Advisor Recruiters And Consultants Employees

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