Revolt

Your book. Your team. Your terms.

For advisors building on their own terms.

Schedule a confidential conversation See the three business lines ↓
$30B+Assets moved since 2024
$200M+Recruited GDC since 2024
200+Firms we work with
Built boutique. Run deep.

Most advisors are shown three firms. We work with two hundred.

The industry built itself on volume. Generic outreach. Three or four firm partners. Junior associates running the call. We work differently. We don't pitch you. We sit with you. More teams over $4 billion have moved with us than with any other firm in the country.

What we do

Three business lines. One operating principle.

01 Explore Your Next Firm The deepest contract network in the industry. 200+ firms, all in front of you on one screen. A senior consultant is assigned to your deal, with a team behind them, from first call through onboarding day one. 02 Hire Staff The salary-side bench that frees the principal to do what only the principal can do. Associate advisors, paraplanners, ops, compliance, marketing. 03 Sell Your Practice Sell-side consultants built for the independent advisor space. Succession, valuation, complex deals. We show you the math.
The contrast

Don't go it alone.

We don't pitch you. We sit with you.

01 They shop your deal to whoever pays them most. We work for you.
02 They show you three offers. We show you the market.
03 They hand you off to a junior. You stay with a senior who owns your outcome.
04 They get paid when you sign. We get paid when the move actually works.
05 They publicize the deal. We have never named a team we have moved.

We don't sell the move. We show you the math.

Move once. Move right.

Don't limit your options

The process

Three steps from quiet curiosity to signed deal.

01 Start a real conversation Contact us. Thirty minutes. Confidential. We listen first, talk second. No pressure, no pitch.
02 See your market through our platform Apply to enter the Revolt platform where you can enter your practice profile and details and get access to real deal economics across 200+ firms in one screen.
03 Structure the move When you decide to move, a senior consultant is assigned to your deal, with a full team behind them. We negotiate every line, from signature to onboarding day one.
The principle

“These are not transactions. These are family legacies. When the stakes are generational, the advisor deserves someone who fights for them like it is personal.”

Eric Grinberg · Founder · Revolt

$30B+Assets moved since 2024
$200M+Recruited GDC since 2024
0Names publicized
For firms and custodians

If you want to understand where the market is moving, talk to us.

Revolt sees deal flow across 200+ firms in real time. We do not sell advisor data. We do, occasionally, sit down with firm leadership and custodians who want a true read on how the market is pricing talent.

Inquire
Start here

Schedule a confidential conversation.

Confidential. Thirty minutes. No pitch. No pressure.

Or call directly: 786-555-1234. Or email: desk@revoltfinancial.com.