StarPoint Consulting Group | The Financial Advisor Placement Firm

Welcome
- Welcome
  
  StarPoint Consulting Group was founded in 2008 on the premise that all Broker Dealers and Custodians are not created equal. Read More
  
  About Us
  
  Contact Us
  
  Our Mission
What We Do
- What We Do
  
  We specialize in Broker Dealer and RIA transitions. We assume responsibility for the due diligence and negotiations with potential firms. Read More
  
  How can we help you?
  
  I am a Financial Advisor.
  
  I am a Broker Dealer or RIA.
Contact
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Four Steps to Ensure a Smooth Transition to Independence

Perhaps you have been considering becoming an independent advisor, but the more you think about it, the more overwhelming it becomes. Where to begin?...
Are You Ready for Independence?

Are You Ready for Independence? Over the past few years, there has been a serge of advisors moving to independence. While some may have...
More are Moving to Independence

According to a recent The Cerulli Report™ study, while the number of financial advisors in the industry has stagnated since 2007, the largest growth...

About Us

StarPoint Consulting Group, The Financial Advisor Placement Firm specializes in Broker Dealer and RIA transitions. We assume responsibility for the due diligence and negotiations with potential firms so that financial advisors can keep their focus on their business and clients. We have conducted research on hundreds of independent, regional, bank, and wirehouse firms. The variables that we pay close attention to are payout, technology, culture, compliance, transition assistance, product differentiation, and business development.

Advisor Placement

StarPoint Consulting Group assists financial advisors with finding Broker Dealer options and RIA's seeking custody and clearing platform options. We have researched well over 100 Independent Broker Dealer, wirehouse, bank channel, regional, and custody and clearing firm options throughout the country. The top tier firms we work represent unique and different value propositions to Financial Advisors and RIA’s. We serve as your representation to find your new home, so that you can continue doing what you do best; serving your clients.