Wirehouse
For advisors who want big-firm scale, resources, and support.
Economics
Salary + production grid
Autonomy
Lower autonomy. Compliance and firm policies set the parameters.
Equity
No practice equity.
Find the right firm. Get the right deal.
Revolt represents you across the market, helping you compare firms, understand the economics, and negotiate from a stronger position.
WHY REVOLT
A recruiter makes the introduction. Revolt does more.
WE REPRESENT YOU
We work for you. Your business and what you want next determine which options are worth pursuing.
WE KNOW THE MARKET
With relationships across 200+ firms, we know the options, the economics, and what’s negotiable.
WE DO THE WORK
From due diligence and deal comparisons through negotiation and transition, we stay involved from start to finish.
how it works
From first look to final move.
Revolt stays involved from exploring the market through negotiation, transition, and beyond.
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SET THE PRIORITIES
Tell us what matters to you. We evaluate the landscape, research firms, and narrow the field.
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EXPLORE YOUR OPTIONS
Compare the firms and models that fit what you want from your next move.
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KNOW THE NUMBERS
Understand what your business is worth and what each opportunity could mean for you financially.
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COMPARE THE TERMS
Put the offers side by side, including transition economics, equity, incentives, and other key terms.
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NEGOTIATE
Revolt negotiates on your behalf to help you get the strongest terms available.
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MAKE THE MOVE
Once you choose a firm, we help coordinate the details through your transition.
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STAY CONNECTED
Our relationship doesn’t end when the transition does. We stay connected as your business evolves.
FIRM STRUCTURES
There’s more than one way to make a move
| Category | Economics | Autonomy | Equity |
|---|---|---|---|
|
Wirehouse For advisors who want big-firm scale, resources, and support. |
Salary + production grid |
Lower autonomy. Compliance and firm policies set the parameters. |
No practice equity. |
|
Independent BD For advisors who want greater independence while keeping broker-dealer support. |
80–95% payout grid |
More autonomy. The platform still sets certain parameters. |
No firm equity. Your book remains yours. |
|
Insurance BD For advisors with insurance- and annuity-focused practices. |
Payout grid centered on insurance and annuities |
Moderate autonomy. Built for protection-focused practices. |
No firm equity. Your book remains yours. |
|
RIA For advisors who want greater control over how they run and grow their business. |
Fee-only economics. Revenue stays with the business, less operating expenses. |
High autonomy. You control the platform and business. |
Practice equity stays with you. |
|
M&A RIA For advisors looking to monetize their business while joining a larger platform. |
Upfront value plus potential equity |
High autonomy. Shared platform and back-office support. |
Equity in a larger firm may be part of the deal. |
|
Independent W-2 For advisors who want independence without running the business themselves. |
Salary or production-based compensation |
Moderate to high autonomy. Independence with firm support. |
A path to equity may be available over time. |
Independent BD
For advisors who want greater independence while keeping broker-dealer support.
Economics
80–95% payout grid
Autonomy
More autonomy. The platform still sets certain parameters.
Equity
No firm equity. Your book remains yours.
Insurance BD
For advisors with insurance- and annuity-focused practices.
Economics
Payout grid centered on insurance and annuities
Autonomy
Moderate autonomy. Built for protection-focused practices.
Equity
No firm equity. Your book remains yours.
RIA
For advisors who want greater control over how they run and grow their business.
Economics
Fee-only economics. Revenue stays with the business, less operating expenses.
Autonomy
High autonomy. You control the platform and business.
Equity
Practice equity stays with you.
M&A RIA
For advisors looking to monetize their business while joining a larger platform.
Economics
Upfront value plus potential equity
Autonomy
High autonomy. Shared platform and back-office support.
Equity
Equity in a larger firm may be part of the deal.
Independent W-2
For advisors who want independence without running the business themselves.
Economics
Salary or production-based compensation
Autonomy
Moderate to high autonomy. Independence with firm support.
Equity
A path to equity may be available over time.
case studies
Two years of searching. Six months with Revolt.
A $50M Merrill Lynch team came to Revolt with a 110% transition package and five-year retention period. We negotiated higher transition economics, a shorter retention period, real estate concessions, and a custom equity ramp. Six months later, the deal was signed.
$50M
Production
4
custom terms
6 mo.
Time to close
FAQ
Frequently asked questions
There’s no set timeline. Some advisors are ready to move quickly; others start the conversation years in advance. Revolt works at your pace, and there’s no obligation to make a move.
Our Platform
Put some numbers behind the decision.
Get a real-world read on what your business could be worth and compare the economics of a potential move.