Diamond Consultants

After 30 years of advising advisors, the patterns aren’t in the details—they’re in the questions. Control. Growth. Enterprise value. Now those questions aren’t just anecdotal. They’re showing up in the data. hubs.ly/Q04860Cn0

Advisor movement hit a new high in 2025: 11,172 advisors changed firms (+16.2% YoY). But the real story isn’t the number—it’s the why. Our 4th Annual Advisor Transition Report breaks it all down. Download: hubs.ly/Q0485Vln0

When advisors consider a move, one question matters most: How much of my business will come with me? Portability involves more than assets. It’s about relationships, products, and expectations. Download our portability guide: hubs.ly/Q0466CsN0

Advisors often equate wirehouses with stronger brands and better access. Neil Rubinstein’s story challenges that assumption. Hear how his move from Merrill to Rockefeller helped reshape what growth and exclusivity can look like. hubs.ly/Q047YqCY0

Strong markets can grow balances. They do not automatically build stronger businesses. The advisors creating lasting enterprise value are doing something else: building teams, talent pipelines, scalable systems, and succession plans on purpose. hubs.ly/Q047ndpw0

Todd Stankiewicz and Joe Castiglie of SYKON Capital join Jason Diamond to share why they left Merrill, launched their own RIA and built a business designed around peace of mind, flexibility and vision. hubs.ly/Q047CFGd0

Todd Stankiewicz and Joe Castiglie of SYKON Capital join Jason Diamond to share why they left Merrill, launched their own RIA and built a business designed around peace of mind, flexibility and vision. hubs.ly/Q047CzFg0

Most advisors see the headlines. What they don’t always see is what’s driving the movement underneath them. In one week, we’ll release our annual Advisor Transition Report. More soon.

The strongest advisor transitions aren’t built when a deal appears. They’re built years earlier through preparation, structure, and strategy. Our guide outlines steps you can take now to strengthen portability and optionality. Download: hubs.ly/Q0466GM70

For years, advisors have accepted complexity as the price of scale. Jason Wenk argues it doesn’t have to be. In this episode with Louis Diamond, he explores how rethinking custody and tech can reduce friction and better support modern firms. hubs.ly/Q046Z7yL0

The real question isn’t just “Should I move?” It’s bigger than that. What are you building your career for? 🎧 A thoughtful moment with Tim Krueger on career ownership and the long game in wealth management. Full episode here: hubs.ly/Q046NvkR0

Advisors: This isn’t a book about leaving your firm. It’s a book about making sure you’re in the right place. Should I Stay or Should I Go? offers clear thinking and actionable guidance to help you get there. → Explore the book: hubs.ly/Q046HXLP0

What happens if your firm actually sues you after a move? Todd Vincent & Dylan Ripley lived it. After leaving Edward Jones to launch Cedarwood Financial Partners, they spent nearly 2 years navigating a lawsuit while nearly doubling their AUM. Their story: hubs.ly/Q046pfHQ0

Many advisors we speak with are thriving by every external measure: strong production, loyal clients, growing teams. Yet behind closed doors, a different question is emerging: “Why doesn’t this feel as good as I expected?” New Industry Update: hubs.ly/Q046ntYn0

Advisor exploration has never offered more options. But without a clear process, due diligence can become scattered and confusing. Our guide shares 10 tips to approach it strategically: hubs.ly/Q0464BzC0 Advisors: What matters most when evaluating a firm?

Advisory success is evolving. Less about payout. More about scale, ownership, and enterprise value. Louis Diamond talks with Kestra & Stone Point leaders. 🎧 hubs.ly/Q0462nyj0

Listen in to the full converation here: linktr.ee/DiamondConsult…

Is Scale a Necessary Evil in Wealth Management? Scale can provide a competitive advantage. Yet there might be scenarios in which bigger isn’t always better. Read more: hubs.ly/Q03BrPl20

Julia Healey, CEO of United Charitable, shares insights on DAFs, their value to clients, and the potential positive impact they can have on an advisor’s business. Listen in here: hubs.ly/Q03F_RQH0

Advisor Transitions: Is the Risk Worth the Reward? 5 criteria for advisors to consider when weighing the risk vs. the reward in a move. Read more: hubs.ly/Q03BrRT50