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Fiduciary Search Group

Fiduciary Search Group Revenue

Staffing and RecruitingFlag of USWestwood, New Jersey, United States1-10 Employees

$

Fiduciary Search Group revenue & valuation

Annual revenue$256,665
Revenue per employee$86,000
Estimated valuation?$821,328
Total fundingNo funding

Key Contact at Fiduciary Search Group

Flag of US

Michael Brody

Co-Founder & Managing Partner

Company overview

Headquarters160 Tillman St, Westwood, New Jersey 07675, US
Websites
NAICS5613
SIC736
Keywords
Succession Planning, Investment Banks, Ria Consulting, Private Banks, Advisor Recruiting, Ria'S, Transition Consulting, Deal Negotiations, Advisor Transitions, Break-Away Advisors, Broker-Dealer M&A, Clearing Firm Changes, Clearing Firms, Custodian Changes, Custodian Consulting, Independent Broker-Dealers, Internal Recruiting Team Coaching, Osj Roll-Ups, Osj'S, Ria Roll-Ups, Ria Start-Up Services, Regional Firms, Terminated Advisors, Outsourced Ria/Bd Recruiting
Founded2018
Employees1-10

Fiduciary Search Group Email Formats

Fiduciary Search Group uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@fsgnext.com), used 100% of the time.

FormatExamplePercentage
{first initial}{last name}
jdoe@fsgnext.com
100%

About Fiduciary Search Group

At Fiduciary Search Group, we are dedicated to fostering effective and successful partnerships between our clients and candidates. Our approach is anchored in trust, integrity, and fiduciary excellence. By consistently delivering personalized solutions, we strive to elevate the careers of wealth advisors and contribute to the growth and success of the companies we serve. Let's connect and explore the possibilities together! Representing and serving clients under a Fiduciary Relationship, Fiduciary Search Group's model and infrastructure caters to Recruiting, Procurement, Advocacy, Placement and M&A Activities, and is designed to serve Elite Wealth Advisors, RIAs and small to mid-sized Broker Dealers in the Financial Services Industry. A UNIQUE APPROACH Historically, Recruiters and Headhunters have represented Financial Services Firms, not individual Advisors. This model limits their ability to present Advisors with options beyond the companies they have contracts with or are obligated to represent. Michael Brody has achieved great success with this model over the past 20 years. With the rapid expansion of independent options, he has created a novel and effective customized offering to directly address the needs and demands of today’s Wealth Advisors. Based upon the evolving Financial Services Industry and the trend towards independence, FSG is a dynamic new opportunity for Advisors, RIAs and BDs searching for a relationship with a company built upon fiduciary representation. Specialties: Breakaway Advisor, Fee only, Fee-only, Broker/Dealer due diligence, Independent Broker/Dealers, Financial Advisor recruiting, Investment advisor recruiter, broker recruiting, RIA, Registered Investment Advisor, Custodians, Financial advisors changing firms, Independent financial advisors, wirehouse to independent, business consulting and succession planning.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Fiduciary Search Group has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Fiduciary Search Group has never raised funding before.

Fiduciary Search Group Tech Stack

Discover the technologies and tools that power Fiduciary Search Group's digital infrastructure, from frameworks to analytics platforms.

GoDaddy

GoDaddy

Hosting

GoDaddy Website Builder

GoDaddy Website Builder

CMS

Open Graph

Open Graph

Miscellaneous

HSTS

HSTS

Security

RequireJS

RequireJS

JavaScript frameworks

React

React

JavaScript frameworks

PWA

PWA

Miscellaneous

Microsoft 365

Microsoft 365

Email

Frequently asked questions

Fiduciary Search Group is located in Westwood, New Jersey, US.
Fiduciary Search Group generates an estimated annual revenue of $256,665. This revenue figure reflects the company's market position and business performance in its industry.
Fiduciary Search Group has an estimated valuation of $821,328. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Fiduciary Search Group was founded in 2018, making it 8 years old. The company has established itself as a significant player in its industry over this time.
Fiduciary Search Group has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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