1250 Broadway 36th Floor New York, NY 10001
(212) 686-1686
A BROADER PERSPECTIVEMore Than a New Firm. A Different Way to Build Your Business.
For many wealth advisors, the next move is not simply about changing employers. It is a business decision. The right platform should help you protect the client relationships you already have, deliver a stronger client experience, improve the economics of the practice, and create more room to grow.
That may mean affiliating with an independent platform, moving an established practice, launching your own RIA, transitioning an entire team, or finding a structure that offers greater ownership, flexibility, and control. Ramax starts with the business you have built and works outward from there.
A MORE DYNAMIC MARKETMore Possibilities. More Ways to Build.
The wealth management market continues to evolve. Advisors today have more choices in how they structure, own, grow, and ultimately create value in their businesses than they did even a few years ago.
The challenge is not simply finding another opportunity. It is understanding which operating model gives you the best combination of economics, client service, support, scalability, and long term enterprise value. Ramax helps you compare payout structures, transition economics, equity and ownership opportunities, platform costs, technology, infrastructure, and growth support side by side.
The question is not who will make you an offer. It is which structure gives your clients the experience they deserve while giving your business the strongest platform for what comes next.
WHO WE WORK WITHEstablished Practices. Different Paths. One Business Decision.
01
Individual Advisors
Protecting client relationships while evaluating a stronger platform for growth, economics, and long term value.
02
Established Producers
Senior wealth managers looking to improve economics, client service, growth capacity, flexibility, or ownership.
03
Advisor Teams
Considering a coordinated transition for an established group.
04
Breakaway and RIA Founders
Building a more independent enterprise, launching an RIA, or joining a platform designed to support ownership and scale.
Your next move should strengthen the business you already own: protecting client service today while improving the economics, infrastructure, growth capacity, and long term value of what you are building.
HOW IT WORKSA Simple, Confidential Process.
01
Confidential ConversationA private discussion about the business you have built, the clients you serve, your economics, growth goals, and what you want the next platform to make possible.
02
We Map the OptionsWe draw on relationships across firms and platforms to identify the models and opportunities that may fit your situation.
03
You Decide What Happens NextYou control the process. There is no obligation to move forward.
COMMON QUESTIONSWhat Advisors Usually Want to Know.
Will my current firm know?
Not from us. Ramax does not contact your current firm, and nothing is shared with another firm without your permission.
Do I pay Ramax?
No. Ramax is compensated by the hiring firm or platform.
What about non solicitation restrictions or the Broker Protocol?
These issues vary by firm and situation. One early question is whether your current firm and a prospective destination are Protocol signatories. Ramax can help identify the issues that should be evaluated, but legal advice should come from qualified counsel.
What size practice do you work with?
There is no single minimum profile. Ramax works with established individual advisors, senior producers, teams, and breakaway groups. What matters is understanding what you have built and what you are trying to accomplish next.
What will you need from me, and when?
Very little at the beginning. An initial conversation is about your goals, business, and priorities. More detailed information is only needed if you decide there is a reason to explore a specific opportunity further.
Should I use my work email or phone?
Use a personal email or phone if you prefer. Many advisors do. Ramax will not contact your current firm, and nothing is shared with another firm without your permission.
How long does a transition usually take?
It depends on the advisor, team, structure, and destination. Some processes move quickly, while others take months of planning.
CONFIDENTIAL. LOW PRESSURE. COMPLETELY YOUR CALL.
Explore What Is Next for Your Business.
No resume required. No obligation to move. Just a private conversation about the business you have built, how you want to serve your clients, and what kind of platform could help you grow it more effectively.
Confidential conversationNo commitment requiredDirect response from Ramax
Your information is handled confidentially.
