Elite Consulting Partners is a transition consultant, practice management, and business consulting firm focused on providing strategic advice and solutions to the financial services industry.  Our industry-leading staff offer unparalleled service, unbiased advice, and expert guidance to our advisor and corporate clients.  We ensure our clients'​ objectives and goals are realized during their due-diligence and transition process.  
 
We work with many of our clients in areas concerning transitioning to a new broker-dealer, investment advisory firm, custodial platform changes, maximizing revenue, increasing headcount, and monetizing the equity within
a practice or business through negotiated mergers or simple advisor recruiting deals and packages. 
 
We serve as the bridge connecting advisors and businesses to actionable ideas. In the course of consulting with our clients, we communicate competitive intelligence covering the wire-house, regional, independent broker-dealer, RIA, and hybrid landscape(s).  We also partner with firms that have deeper expertise within independent advisory M&A, practice management, succession planning, and business valuation disciplines to bring a higher level of service to our clients.

Consulting

Elite Consulting Partners

Elite Consulting Partners' headquarters in Moorestown, NJ, United States

Frank Larosa

Brielle Farmer

Kristine E. Dickinson

Thomas Powers

Mike Carroll

Stacey Frank

Jc Young

Sean Rogers

Jim Primiani

Ben Hassett

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People (17)

Frank Larosa

Kaylor Bankler

Jim Primiani

Jc Young

Stacey Frank

Mike Carroll

Steven Weissman

Joseph Matta

Kayla Smith

Shannon Barranger

Kristine E. Dickinson

Kyle Kroberger

Bruce F.

Jake Lewing

Howard Greenberg

Ed Culin

Lucas Schall

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