Explore Your Next Firm

Figure out if a move makes sense. And if so, where.

Most advisors compare three firms. We help you compare the market. We don't pitch you. We sit with you.

Of the advisors moving teams over $4 billion in the country, more come through us than anywhere else.

Start a private conversation
The problem

Most advisors get sold. We get hired.

3 to 5 firm relationships 200+ firms, audited annually
Phone calls and email blasts We sit with you. In person where it matters.
Submit a name, wait for an offer We negotiate every line of every offer
Junior associate runs the call A senior consultant owns your outcome, with a team behind them
Press release at signature Discreet by default. Never publicized.
The framework

Most advisors get pitched from inside one bucket without knowing the other three exist.

Before the firm question, there is a structure question. The right move is the right structure first, the right firm second. Here are the four.

01 W-2 at a major firm
EconomicsSalary + production grid
AutonomyLow. Compliance dictates.
EquityNone in firm.
Best fitAdvisors who want infrastructure and scale and accept the cap.
02 Independent BD / Insurance BD
Economics80–95% payout grid
AutonomyMedium. Platform dictates.
EquityNone in firm; book is yours.
Best fitAdvisors who want grid economics and moderate freedom.
03 Hybrid RIA
EconomicsRIA fees + BD commissions
AutonomyHigh. You set the platform.
EquityBuild practice equity.
Best fitAdvisors with both fee + commission books who want optionality.
04 RIA
Economics100% of revenue, fee-only
AutonomyHighest. You are the platform.
EquityFull practice equity.
Best fitAdvisors building a generational firm.
What a Revolt engagement looks like

Seven stages. Ninety days, typically.

01
Intake Thirty minutes. We listen. You decide whether to keep talking.
30 min
02
Practice mapping We document what you have actually built: production, AUM, client mix, team, real estate.
1 week
03
Bucket selection The structural question first. Right structure, then right firm.
Week 2
04
Firm shortlist Three firms, never more. Each one a real fit, not filler.
Week 3
05
Term sheet review Apples-to-apples comparison. Net-of-cost economics, not headline grids.
Week 4
06
Negotiation Valuation, transition, platform, model fees, real estate. Every line on the page.
Weeks 5–10
07
Onboarding Your senior consultant stays in the room through your first day at the new firm.
Days 1–90
Recent work

$50M Maryland team. Stuck for two years. Ninety days to signed.

The team had been in conversation with two retained firms for over a year before they reached us. Both held the same handful of firm relationships. The deal economics on the table were a 110% transition with a five-year retention. Standard. We negotiated every line of the term sheet. The final structure included a higher transition, a shorter retention, real-estate concessions, and a custom equity ramp the firm had never offered before. Materially higher economic value. Materially less risk on the back end. Six months from intake to signature.

$50M Production
2 yrs Stuck before us
4 Custom terms unlocked
6 mo. Time to close
What you get

Don't go it alone.

Five things you cannot get anywhere else.

01 The full market.You see 200+ firms, not three to five.
02 A senior consultant who owns your outcome.Same person from first call through onboarding day one. Team behind them.
03 Custom deal terms.We negotiate every line of every offer. Others submit a name and wait.
04 Alignment.We work for you, not whoever pays us most.
05 Confidentiality.No press release. No leaks. Your team finds out when you decide.
The operating principle

You will not find named testimonials on this website.

There are two reasons for that. The first is that the financial services industry runs on discretion. The advisors and firms we work with do not want their transitions turned into marketing content, and we are not willing to trade their privacy for our lead generation.

The second reason is simpler: when your name is the one on the deal, you will not want it on a website either. The same confidentiality that protects our past clients will protect you.

What we will show you is the work itself. Real deal structures (anonymized). Real economics. Real patterns from hundreds of transitions. The kind of intelligence most recruiters will not share because they do not have it. If you want names, there are firms that will give you names. We will give you a track record, a process, and a handshake. That is what we trade on.

Questions, answered

The eight that come up first.

How long does a move take?

Typically 90 days from intake to signed deal, but the timeline runs on your readiness, not ours. Some teams take 12 months. Some take 30 days.

What does Revolt actually cost me?

Nothing direct. You do not pay us out of pocket. We can walk you through the full structure on a call.

How do you avoid conflicts of interest across 200 firms?

We do not have favorites. No firm gets preferred placement. The 200-firm network exists so we never have to push a firm that does not fit you.

Can I talk to you without committing?

Yes. The first conversation is thirty minutes. No commitment. No follow-up unless you ask for it.

What if I am not ready to move for two years?

That is the right time to start the conversation. The advisors who get the best deals plan the move years out.

What size practice do you work with?

We work with advisors at all sizes of production. Every deal gets a senior consultant and a full team behind them.

What happens to my team and clients?

Your team can move with you. Your clients move with you. We map both before the offer goes out.

Will my current firm find out?

No. We have never publicized a team we have moved. Discretion is operational, not aspirational.

Start here

Ready? Contact us.

Confidential. Thirty minutes. No pitch. No pressure. We listen first. You decide whether to keep talking.

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