FirstPoint Partners

FirstPoint Partners is a boutique consulting and recruiting firm based in Solana Beach, California. The company employs 5 to 9 people and generates an annual revenue of $1 million. FirstPoint Partners specializes in helping financial advisors transition to or navigate within independent, hybrid, and registered investment advisor (RIA) business models. The firm's services include providing advisors with information about available options in the marketplace, analyzing their practice and needs, and assisting with the negotiation and selection process of a suitable platform. Their consultative approach aims to guide advisors towards the best-fit broker/dealer and reduce the time and resources typically spent on this complex decision. FirstPoint Partners distinguishes itself through its extensive experience in recruiting for industry leaders like LPL Financial and Merrill Lynch. Their team combines over 40 years of experience working with thousands of advisors, providing them with valuable insider knowledge and a deep understanding of the financial industry. For more information about FirstPoint Partners and their services, please visit www.FindYourFirm.com.