EconomicsSalary plus production grid
AutonomyLow. Compliance sets the rules.
EquityNone in the firm.
Best fitAdvisors who want big-firm scale and accept the ceiling.
Explore Your Next Firm
Advisors Move With
Advisors Move With
Us for More Autonomy
We are your due diligence partner who works with the firms so you can stay focused on your clients.
The problem
The Recruiting Industry Is Broken.
The old standard
Revolt
Recruiters hold exclusive deals with firms. Limiting your options.
An open marketplace of 200+ firms.
Quotas to fill and big retainers to collect.
No quota, no retainer. The firm pays us on placement, it costs you nothing.
Cold calls and email blasts to place you.
Curated list of the best options for you.
Submit your name, disappear, reach back in six months to get paid.
As your due diligence partner we do all of the work, so you can focus on building your business.
The framework
01
Wirehouse
02
Independent BD
03
Insurance BD
04
RIA
05
M&A RIA
06
Independent W-2
Most Advisors Get Pitched From Inside One Category Without Knowing the Other Five 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 six.
Economics80 to 95% payout grid
AutonomyMedium. The platform sets the rules.
EquityNone in the firm. Your book is yours.
Best fitAdvisors who want strong economics and room to run.
EconomicsPayout grid built around insurance and annuities
AutonomyMedium. Built for protection-first practices.
EquityNone in the firm. Your book is yours.
Best fitAdvisors with an insurance-heavy practice who want a home built for it.
Economics100% of revenue, fee-only
AutonomyHighest. You are the platform.
EquityFull practice equity.
Best fitAdvisors building a generational, fee-only firm.
EconomicsUpfront value for your book plus equity
AutonomyHigh. Shared platform and back office.
EquityReal equity in a larger firm.
Best fitAdvisors ready to take value off the table and scale inside a bigger firm.
EconomicsSalary or grid inside an independent firm
AutonomyMedium to high. Independence with support.
EquityA path to equity over time.
Best fitAdvisors who want independence without running the business.
How we operate
Seven Stages.
Seven Stages.
At Your Pace.
Some advisors sign a deal in 30 days while others take two years; we move at the pace that is right for you.
Start a private conversation
30 min
A thirty-minute call where we get to know you, your business, and where you want to go, and you decide whether to keep the conversation going.
Three to start
We present you with a shortlist of the best options according to your needs, then build an evolving list as you rule options in and out.
Real numbers
We build real pro formas, not the inflated ones that come from the carriers or firms, so you see the real numbers behind the deal.
Side by side
We line up every offer side by side on real economics, not headline grids, so you compare apples to apples.
Every line
We negotiate every line on the page: valuation, transition, platform, model fees, real estate, technology, and staff.
At your pace
Continuous communication, check-ins and progress monitoring to make sure the move is going the way it should.
Ongoing
We keep the relationship going. We work together, and over time we become friends.
Recent work
$50M Merrill Lynch Team. Stuck for Two Years. Took Us 90 Days.
The team had been in conversation with two retained firms for over a year before they reached us, and both held the same handful of firm relationships. The deal economics on the table were a standard 110% transition with a five-year retention. We negotiated every line of the term sheet, and the final structure included a higher transition, a shorter retention, real-estate concessions, and a custom equity ramp the firm had never offered before. The result was materially higher economic value with materially less risk on the back end, signed six months from intake.
$50M
Production
2 yrs
Stuck
4
Custom terms
6 mo.
Time to close
Our values
Unreasonable Representation, Communication, and Transparency.
Four commitments that shape every engagement, top to bottom.
Real pro formas, every line negotiated, every detail handled.
Your due diligence partner from the first call through the transition, and long after.
We don't lock you into where we get paid the most.
The firms pay us, and most of the time it does not come out of your deal. On the rare occasion it does, we tell you up front.
FAQs
The Questions That Come up First
How long does a move take?
Some advisors sign a deal in 30 days while others take two years; we move at the pace that is right for you.
What does Revolt actually cost me?
It costs you nothing directly, because the firms pay us, and most of the time it does not come out of your deal; on the rare occasion it does, we tell you up front.
How do you avoid conflicts of interest across 200 firms?
We do not have favorites and no firm gets preferred placement, because 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 with no commitment, and there is 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, because the advisors who get the best deals plan the move years out.
What size practice do you work with?
We have specialists for every practice size and style, and every deal gets a full team behind it.
What happens to my team and clients?
Your team can move with you and your clients move with you, and we map both before the offer goes out.
Will my current firm find out?
We stay confidential through the entire process, so your current firm finds out only when you choose to resign, and we protect that because our reputation depends on it.
Start here
Ready? Contact Us.
Unlock your full earning potential.
Or email: desk@revoltfinancial.com.