IT’S YOUR MOVE.
POWERED BY OVER 100 YEARS OF EXPERTISE.

ARE YOU A FINANCIAL ADVISOR CONSIDERING A FIRM CHANGE?







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IT’S YOUR MOVE.
POWERED BY OVER 100 YEARS OF EXPERTISE.

ARE YOU A FINANCIAL ADVISOR CONSIDERING A FIRM CHANGE?





Explore More From Bridgemark

MOST RECENT BLOG

IMPORTANT TOPICS

IN THE NEWS

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Financial Advisor

Recruiters & Consultants

From changing Broker/Dealers or starting an RIA to building and executing a succession plan, merger or sale, Bridgemark’s experienced recruiters and consultants provide comprehensive strategies, solutions, and guidance often at no cost to an advisor.

B/D Research

With 1000’s of B/Ds to choose from, how do you navigate the difficult maze of choices? Bridgemark works to understand your goals and priorities to holistically help you in your search.

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RIA COMPARISON

Are you thinking about launching your own RIA or joining an existing one? There are many questions that arise. Let us help you navigate your options to select the right path.

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MONETIZATION STRATEGIES

What’s your business worth? Financial advisors often don’t know the true value of their business and when they start planning their own succession often start too late.

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Feel, Fit and Financials®

OUR SERVICES ARE

Personalized.

Our goal is to not just help advisors find the right fit for their business but to help advisors avoid making a mistake.

Bridgemark Strategies collectively has over 80 years of experience coaching and consulting with advisors and RIA firms. We are continuously researching the marketplace on our client’s behalf.

TESTIMONIALS

What Our Clients Say