Independent Broker Dealers | RIA Firms | Broker Dealer Change
SELECTIVE PLACEMENT FOR FINANCIAL ADVISORS CONTACT USFind the Best Independent Broker Dealers, Small Independent Broker Dealers, & RIA Firms
Our powerful Broker Dealer Search helps you discover large and small independent broker dealers—fast, accurate, and compliant.
personalized
Our comprehensive consulting approach, is designed to search for the best Independent Broker Dealer to meet the needs of your practice. We assist Financial Advisors to analyze all of the options and questions involved in switching Broker Dealer firms. Learn More
No Nonsense
Our no nonsense approach saves valuable time by providing individual guidance and insight. We help Financial Advisors analyze all of the options and questions involved in switching Broker Dealer firms. Learn More
Step by Step
At Broker Dealer Change, we will work with you every step of the way as your “agent” to work through the firm information, schedule calls and meetings, and provide advice on which offers may be more attractive. Our fee is paid by the Broker Dealer firm. Learn More
Broker Dealer Change is a nationwide, recruitment firm exclusively for financial advisors.
PERSONALIZED CONSULTATIONS
Why Choose Us
Trusted Network of Independent Broker Dealers
Tap into our curated directory of both major and small independent broker dealers, empowering advisors to maintain autonomy with institutional-grade support.
Specialized RIA Firms Solutions
From launch to scale, our vetted RIA Firms and small independent broker dealer partners offer tailored compliance, technology, and operational guidance.
Over 25 Years Industry Experience
How It Works
ANALYZE YOUR OPTIONS
We provide access to both large independent broker dealers and small independent broker dealers including RIA Firms.
Broker Dealer & RIA Firm Vetting: In-depth profiles of leading RIA Firms and Broker Dealers.
Evaluate Independent Broker Dealers, small independent broker dealer options, and RIA Firms side by side.
Consulting & Support: Personalized assistance with onboarding and compliance.
Success Skills Coaching
The Big Switch – How coaching helped a Financial Advisor bring his clients over to his new firm
A case study by Success Skills Coach Jim Rohrbach – Learn More
SUCCESS SKILLS COACHING – DECEMBER 2025
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SUCCESS SKILLS COACHING – NOVEMBER 2025
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SUCCESS SKILS COACH – SEPTEMBER 2025
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SUCCESS SKILS COACH – AUGUST 2025
Success Skills Coach- AUGUST 2025Summer Fun The...
SUCCESS SKILLS COACH JULY 2025
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Industry News
Independent advisors looking to switch broker dealers today demand three non-negotiables
Synopis of Jane Wollman Rusuff with ThinkAdvisor, Interview with Derrick Friedman, Founder/President of Broker Dealer...
Many financial advisors find themselves grappling with a paradox: the art of attracting new clients remains an uphill battle
Many financial advisors find themselves grappling with a paradox: the art of attracting new clients remains an uphill...
Wealthtech Solutions Continue To Evolve
Wealthtech Solutions Continue To Evolve In Tandem With RIA PrioritiesADVISOR HUB | MARCH 28 2024 | BY Andy Kalbaugh,...
Fidelity Announces Next Generation Campaigns
Fidelity Announces Next Generation Campaigns in fight for financial literacyINVESTMENT NEWS | APRIL 1 2024 | BY LEO...
Contact Us
Schedule Your Personalized Consultation. Call us today at 678.670.9379 or online to schedule your personalized consultation. Once you fill out our secure online form, one of our team members will contact you within 24 hours.
Broker Dealer Change


