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Wealth Solutions Report Names Inaugural Top Financial Advisor Recruiters Of The Year

Oleh Maswan 13 Oct 2026 20:00 3 menit baca

EmitenTrust.com Awards Recognize Veteran Third-Party Recruiters For Industry Impact, Advisor Transition Capabilities And Thought Leadership

NEW YORK, Oct. 13, 2026 /PRNewswire/ -- Wealth Solutions Report (WSR) – the leading B2B digital media platform featuring wealth management industry-focused news, commentary and analysis – today announced the winners of its inaugural Top Financial Advisor Recruiters of the Year awards, recognizing five veteran third-party recruiters whose work has influenced advisor movement and firm growth across the wealth management industry.

Expanding its methodology while focusing honorees to external third-party recruiters only based on a past survey, WSR's inaugural Top Financial Advisor Recruiters of the Year for the first time in the outlet's history solicited nominations from across the wealth management industry. Following a public announcement, WSR accepted nominations throughout July and August, with nominees required to have at least 10 years' experience as third-party financial advisor recruiters as well as two references from relevant executives within RIA and other wealth enterprises that have partnered in the past with the nominee on their recruiting growth efforts.

"Professionals who bring the right advisors and firms together at critical moments in their growth make our industry stronger," said Larry Roth, Founder and CEO of Wealth Solutions Report. "Today's winners have distinguished themselves across many years of dedicated service to advisors and firms. We are excited to honor them in recognition of their achievements and leadership."

WSR selected winners by examining quantitative and qualitative considerations including the nominee's transition activity, industry experience, value proposition, demonstrated thought leadership and supporting references from senior wealth management executives.

Top Financial Advisor Recruiters Of The Year

The winners, in alphabetical order, are:

  • Louis Diamond, CEO, Diamond Consultants

  • Frank LaRosa, CEO, Elite Consulting Partners

  • Jeff Nash, CEO and Co-Founder, Bridgemark Strategies

  • Jodie Papike, CEO and Managing Partner, Cross-Search

  • Michael Terrana, President and CEO, TERRANA GROUP

"Of course quantitative metrics are important, but we take pride in the fact that our recognition lists have always encompassed qualitative and quantitative criteria," said Julius Buchanan, Editor in Chief of Wealth Solutions Report. "Qualitative factors are every bit as important as just the numbers, such as each nominee's influence and networks across our industry, the capabilities they provide for financial advisors and their contributions to the industry through their thought leadership."

About Wealth Solutions Report

Wealth Solutions Report (WSR) is a B2B digital platform for news, analysis and expert commentary provided by wealth management industry leaders, for wealth management industry participants.

WSR specializes in identifying and spotlighting actionable growth strategies, demystifying complex issues and showcasing the individuals and enterprises that are shaping the future of wealth management. WSR delivers its content through its flagship website, e-blasts to registered readers and LinkedIn. For more information, please visit https://wealthsolutionsreport.com/.

Contact & Editorial Submissions

James Miller
Contributing Editor & Research Analyst
Wealth Solutions Report
ContributingEd@wealthsolutionsreport.com

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SOURCE Wealth Solutions Report