Squarely LLC is a specialized recruiting partner to the financial services industry. We deliver tailored, high-velocity searches that connect top talent with leading firms across investment banking, investment advisory, fintech, and the RIA ecosystem. From growth-minded boutiques to national platforms and venture-backed startups, we help you hire with confidence.

What we do

Executive search and professional recruiting for front-, middle-, and back-office roles
Dedicated hiring for RIAs, Wire-houses, Broker Dealers  including Financial Advisors and Investment Adviser Representatives (IARs)
Investment banking recruiting (Analyst to MD), product and coverage
Fintech talent for go-to-market, product, risk, data, and compliance
Wealth management and advisory roles: CFPs, planners, portfolio managers, client service, operations
Compliance, risk, trading, research, and corporate leadership (COO, CCO, CIO)
How we work

Tailored search models: retained, contained/priority, contingent, and project/RPO
Deep domain expertise in SEC/FINRA-regulated environments and Series licensing requirements
Curated national network, rigorous vetting, and structured scorecards to ensure fit and retention
DEI-conscious sourcing and inclusive processes aligned to your hiring goals
Data-driven pipeline reporting, interview calibration, offer negotiation, and onboarding support
Who we serve

RIAs and hybrid firms
Investment banks and advisory boutiques
Asset/wealth managers, family offices, and broker-dealers
Fintech startups and scale-ups (B2B/B2C)
Why choose us

Financial-services-only focus with real-world industry knowledge
Speed without sacrificing quality, compliance, or candidate experience
Transparent communication and measurable outcomes
Let’s build your team

Employers: Book a discovery call to scope your search and timeline.
Candidates: Explore confidential opportunities nationwide.


Squarely LLC

Org chart

Teams

Offices

Squarely LLC

Org chart

Teams

Offices

Related companies