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  • Finetooth Consulting, is dedicated to the growth of financial advisors. Since 2006, our focus on independent business models and the needs of our clients have made us one of the most trusted consulting firms among advisors, RIAs, IBDs and clearing firms.

    Our team of experienced financial services professionals is as diverse and dynamic as the firms and advisors we work with. Our collective background includes wealth management, financial planning, valuation, recruiting, and just about everything in between. We understand that changing broker dealers or acquiring advisory businesses is no small endeavor, and we are committed to providing our clients with a personalized, highly consultative experience. 

    Knowing the industry inside and out is our business.  Helping clients make the most of their unique opportunities is our passion.  We look forward to sharing that passion with you.

    Mission Statement:
    To behave as a fiduciary, putting the needs of financial advisors before our own.

    Finetooth Consulting provides Transition Planning, Outsourced Recruiting & Acquisitions and Succession Planning to Financial Advisors, Registered Investment Advisors and Broker Dealers across the country. As a research based consulting firm, these services are tailored to each client, to ensure suitability. We have offices located across the country to provide regional support. Our services resemble that of a Sports Agent and their high profile athletes.  

    Finetooth Consulting has developed a unique consultative approach to market research and business execution. This niche strategy, coupled with our retail and corporate background in the Broker-Dealer space assures our clients of a solid business transition.

    The members of Finetooth have successfully managed the transition of $183,950,000 in commission and advisory revenue.  Our firm deals exclusively with the most successful of financial advisors. Our clients typically have annual production in excess of $1,000,000, with our minimum office requirement at $250,000. By serving this segment and understanding that each of our clients has different goals, objectives, and needs, our professionals have developed unparalleled expertise in sourcing, structuring, and negotiating the right opportunity for our clients.

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