What Elite Consulting Partners does

Elite Consulting Partners is a privately-held, founder-led professional services firm that advises financial advisors through transitions, mergers and acquisitions, practice management, and succession planning. The company serves wirehouse advisors moving to independence, RIAs and independent advisors seeking growth, and advisory firms/broker-dealers needing M&A, recruiting, valuation, and marketing support. Service delivery is retainer- and project-based, with engagements requiring prospective clients to disclose AUM and GDC (T-12) metrics before scope and pricing are defined.

The core technology stack is not proprietary AI; rather, the firm relies on a proprietary "Elite Transition Process" methodology and operates adjacent sub-brands — Elite Marketing Concepts for advisor marketing, Elite Advisor Successions for M&A advisory, and JEDI Database Solutions for CRM/technology comparison and database management. The go-to-market is direct sales, supplemented by a high-volume content engine: the Advisor Talk podcast (285+ episodes hosted by CEO Frank LaRosa), the annual Elite Ignite conference, and the Elite Wealth Management Insight Report. Distribution is U.S.-only, anchored by offices in Mount Laurel and Moorestown, NJ and Boca Raton, FL, with no public funding, M&A, or revenue disclosures.

Name

Elite Consulting Partners

Legal name

Elite Consulting Partners

Website

https://eliteconsultingpartners.com

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

11–50 employees

Short description

Elite Consulting Partners is a U.S.-based, founder-led professional services firm that advises financial advisors on transitions, M&A, practice management, succession, and marketing via retainers and project engagements.

Ownership category

akta.pro rank

Product category

Financial Advisory Consulting Services

NAICS

Management Consulting Services (54161), Marketing Consulting Services (541613)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Industry-Specialist / Sector-Focused M&A Advisory (FSAEAGAJ)

akta.pro secondary industries

M&A Advisory (Buy-Side & Sell-Side) (BPAHAOAA), Corporate Development & Strategic Partnerships Advisory (JVs, Alliances, Carve-outs) (BPAHAOAG), B2B / Account-Based Marketing (ABM) Strategy Consulting (MPAAAFAM)

Keywords

• Financial advisor consulting
• Advisor transition services
• Practice management consulting
• Wealth management M&A advisory
• Broker-dealer search services

Headquarters

HQ city

Moorestown

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D, Infrastructure

Revenue model

1. Consulting and Advisory Services: Professional consulting services for financial advisors including transition consulting, practice management, and M&A advisory. Services are offered through retainer fee arrangements and project-based engagements.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels8 records

Core offering

Elite Consulting Partners provides B2B consulting services to financial advisors and advisory firms, specializing in advisor transitions (wirehouse to independent), broker-dealer search, practice management, M&A advisory, valuation services, growth acceleration, marketing services, and database/CRM solutions. Engagements are delivered through retainer fee arrangements and project-based consulting, with affiliate brands (Elite Marketing Concepts, Elite Advisor Successions, JEDI Database Solutions) supporting adjacent advisory, marketing, and technology needs.

Product overview

Elite Consulting Partners operates as a unified consulting ecosystem offering financial advisors a comprehensive suite of services across the transition, growth, and succession lifecycle. The core offering consists of Financial Advisor Services (transition solutions, practice management, retainer services) and Business Services (marketing, M&A, valuation, growth acceleration, database solutions). These core services are supported by specialized sub-brands: Elite Marketing Concepts for marketing services, Elite Advisor Successions for M&A support, and JEDI Database Solutions for technology/CRM solutions. Content resources include the Advisor Talk podcast series and the Elite Wealth Management Insight Report. The portfolio functions as an integrated advisory platform serving wirehouse, independent, and RIA advisors.

Differentiator

Problem solved

Functional benefit

Quantifiable outcome

• Business doubling in 5 years for transitioned advisors
• +1 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Three partnerships are on record, tiered core.

• Elite Marketing ConceptscoreStrategic or Co-development PartnerRelated company providing marketing services specifically designed for financial advisors, including social media, branding, and authority marketing solutions. Operates as a sister company under the Elite Consulting Partners ecosystem.
• Elite Advisor SuccessionscoreStrategic or Co-development PartnerSpecialized service for advisor mergers and acquisitions, helping financial advisors navigate succession planning, practice sales, and M&A transactions within the wealth management industry.
• JEDI Database SolutionscoreTechnology or IntegrationTechnology solutions provider for financial advisors offering CRM comparison tools, database management, and technology consulting services. Helps advisors select and implement optimal technology stacks.

Scale indicators2 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Truelytics: Truelytics (formerly Advisor Solutions, Inc.) is a direct competitor providing transition consulting, valuation, and M&A advisory specifically to financial advisors and RIAs, overlapping closely with Elite's core advisory offering.
• Allworth Financial: Allworth Financial is an RIA platform built through advisor acquisitions and M&A, providing practice management and transition support that directly competes with Elite's advisor transition and M&A services.
• Wealth Enhancement Group: Wealth Enhancement Group (now including Focus Financial Partners) is an RIA aggregator that pursues advisor acquisitions and provides transition consulting, directly competing with Elite's M&A advisory and transition services for wirehouse-to-independent moves.
• Carson Wealth: Carson Wealth is an RIA platform offering coaching, practice management, and transition support to financial advisors, directly competing with Elite's advisor transition, growth accelerator, and consulting services.
• Mariner Wealth Advisors: Mariner Wealth Advisors is an RIA acquirer and consulting platform that supports advisor transitions and practice management, comparable to Elite in serving advisors moving from wirehouse to independent channels.

Broad incumbents

• Osaic: Osaic (formerly Advisor Group) is a large independent broker-dealer network that offers in-house transition support, practice management, and consulting to thousands of advisors, serving as both a potential client and a broad incumbent competitor.
• Cetera Financial Group: Cetera is a major independent broker-dealer network providing transition support, OSJ structure, and consulting to advisors; it overlaps with Elite's transition and broker-dealer search services as both a partner and broad incumbent.
• LPL Financial: LPL Financial is the largest U.S. independent broker-dealer, offering transition services, practice management, and consulting at scale; it is both a frequent Elite client destination and a broad incumbent competitor in transition advisory.
• Fidelity Institutional: Fidelity Institutional provides transition support, technology, and consulting to RIAs and breakaway advisors; it competes broadly with Elite on transition advisory and is a common destination firm in advisor moves.
• Schwab Advisor Services: Schwab Advisor Services is one of the largest custodian and transition support providers for RIAs and breakaway advisors, offering practice resources and consulting that overlap with Elite's transition and broker-dealer search services.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/ERCBoss
• YouTubeyoutube.com/@FrankLaRosa_Elite
• Facebookfacebook.com/EliteConsultingPartners
• LinkedInlinkedin.com/company/elite-consulting-partners
• Instagraminstagram.com/eliteconsultingpartners

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Subsidiaries3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Elite Consulting Partners