Your Next Move. Done Right.

We deliver 20 or more qualified appointments a month, booked directly onto your calendar. No cold prospecting. No burnout. Just real conversations with people ready to talk.

Why Advisors Make the Move

Every transition has a story behind it. These are some of the most common triggers we see, and where we come in.

“My comp plan
just changed.”

You're doing more but earning less. We help you evaluate your options and reclaim control over your economics.

“My firm was acquired.”

The culture shifted. The support disappeared. You’re not sure where you fit anymore. We help you find a place that aligns with who you are today.

“I need independence, not chaos.”

You're looking for flexibility, not a free-for-all. We help you find platforms that balance freedom with structure.

“I want to
cash out.”

You've built something valuable and want to monetize it without giving up everything. We guide you through that transition with clarity and precision.

More Strategy.
Less Sales Pitch.

We take a consultative, advisor-first approach. No pushing. No hard sells. Just thoughtful, tailored guidance from people who understand the business.

Advisor-First Philosophy

You are the client. We’re here to
support your goals, not someone
else’s agenda.

Custom-Matched Firms

We build a curated list based on
your values, needs, and long-term
vision, not what’s trending.

White-Glove Transitions

From firm intros to tech stack
reviews to contract negotiation,
we walk with you through every
step.

What You Can Expect

Here’s how a typical engagement unfolds, tailored, respectful, and always at your pace.

Step 1:
Discovery Call

We learn about your business, your goals, and what’s motivating the move.

Step 3:
Transition Management

We help with compliance, paperwork, technology, and everything in between.

Step 2:
Tailored Firm List

You get a curated list of firms that align with your strategy and values.

Step 4:
Confidential Support

We keep things quiet. You stay in control. We protect your time and reputation throughout the process.

Built on Trust.
Backed by Results.

“We’ve built this business on referrals, not spam. Advisors don’t just work with us, they send their friends.”

We don’t cold-blast your inbox or push anyone into a decision. Our model is built on real relationships, long-term thinking, and the belief that trust is the most valuable asset in this business. That’s why most of our new clients come from the advisors we’ve already helped.

Most recruiters push firms.We work for you.

Specialized for Advisors

We don’t run ecommerce ads. We only work with advisors, agents, and firms in financial services.

Hands-Free Execution

You stay focused on serving clients and closing deals. We handle the top of the funnel for you.

Pricing That Scales With You

No weird pricing models or pay-per-lead gimmicks. Just a flat monthly fee that delivers volume and consistency.

Real People. Real Experience.

Our team is made up of former advisors, operators, and recruiters who understand the stakes. We’re not here to fill quotas. We’re here to help you make the right move.

Eric Grinberg

Founder & CEO
Eric brings a founder’s mindset and a reputation-first ethos to Revolt. He launched the platform to create more freedom and fairness for advisors, and still leads with those same principles today.

Allen Smith

Partner, Revolt Recruiting
With over two decades in financial services leadership, Allen brings deep industry knowledge and a consultative approach to every advisor conversation. He’s placed hundreds of advisors across firms and channels, and never pushes a move that doesn’t fit.

Carrier rotation
guidance

Based on appetite shifts

Carrier rotation
guidance

Based on appetite shifts

Thinking About a
Move? Let's Talk.

No pressure. No sales pitch. Just real guidance from a team that understands what matters.

Struggling to grow your team? Let’s talk about what’s possible.

Recruiting the right people is hard — and there’s no one way to do it. We’ll take the time to understand your firm, your culture, and what kind of talent you're looking for. No sales talk, just a grounded discussion with someone who’s been in your shoes.