In today’s wealth management landscape, the most successful advisors aren’t just producing — they’re thinking ahead.
Whether you’re an associate-level planner building your book, a senior advisor managing complex households, or a leader guiding a team — chances are your long-term ambitions don’t align perfectly with your current firm’s structure, platform, or equity path.
That’s where Ramax Search comes in.
For over 30 years, Ramax has been the go-to talent advisor for the wealth management industry. We’re not generalists. We don’t dabble in finance. This is our niche — and we’ve spent three decades helping top advisors and forward-thinking firms shape what comes next.
Real Conversations. Not Recruiting Pitches.
The best transitions aren’t reactive. They’re strategic — and usually years in the making.
Cerulli data shows 42% of advisors with 5–15 years of experience plan to explore new platforms within the next 12–18 months. Not out of frustration — but because they’re planning forward.
Smart advisors don’t wait until they have to move. They gather insight early — understanding their value, tracking how the industry is shifting, and staying informed about what’s possible.
That’s the kind of conversation we offer at Ramax.
Whether you’re passively exploring or simply want a trusted sounding board, we bring an advisor-first lens and a 30-year view. No pressure. No agenda. Just clarity.
From Associates to Equity Partners. Across Every Firm Type.
At Ramax, we work with advisors at every stage of the journey — from emerging CFP-track talent to multi-advisor teams, to succession-ready equity partners.
And we’re trusted by every type of firm shaping the future of wealth management:
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Boutique, planning-led RIAs
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National and regional consolidators
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Multi-custodial and hybrid platforms
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Legacy firms undergoing generational transitions
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PE-backed groups scaling into new markets
Because our work starts directly with firm leadership, many roles we help design are never posted publicly. We evaluate them not just based on payout — but on alignment, culture, and long-term fit.
Why Top Advisors — and Hiring Firms — Rely on Ramax
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30+ Years of Deep Specialization
We’re one of the longest-standing search firms in wealth management, with a singular focus on the advisor space. -
Nationwide Coverage, Local Insight
From top-tier metros to high-growth secondary markets, we understand the unique dynamics at play. -
Advisor-Centric, Not Job-Centric
Whether you’re hiring or exploring your next chapter, our job is to protect your long-term interests — not push a role. -
Discreet, Advisory-Driven Process
No mass outreach. No high-pressure tactics. Just thoughtful, one-on-one advisory.
2025 Market Trends: What You Should Know
We’re seeing a major shift in how firms approach hiring and growth:
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60%+ of new hires this year are happening before roles formally open
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Firms are prioritizing leadership potential, not just trailing 12s
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Equity, succession, and planning-centric models are leading the conversation
Whether you’re building a future-ready team or simply want to understand where your career fits in this evolving landscape — these early conversations matter.
Final Thought: You Don’t Have to Be Looking to Get Smarter
Some of the best advisor placements we’ve made in 2025 started with a casual check-in — not a career change.
A conversation with Ramax isn’t a commitment. It’s a strategic moment to understand your value, explore what’s changing, and stay in control of your path forward.
If you’re hiring, expanding, or just thinking ahead — we should talk.
