Endeavor Search Partners
US-based, privately-held financial advisor recruiting and career transition consultancy that places advisors with broker-dealers and RIAs via a success-fee model, delivered entirely through human consulting with no proprietary technology platform.
- Company typePrivate
- Founded2022
- HeadquartersRedwood Shores, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Endeavor Search Partners does
Endeavor Search Partners is a US-based, privately-held financial advisor recruiting and career transition consultancy founded in 2022 and operated as Endeavor S.P., Inc. The firm serves licensed financial advisors evaluating transitions between broker-dealers, moves to independent or registered investment advisor (RIA) models, branch office moves, or practice optimization. It also serves the indirect demand side: broker-dealers and RIAs seeking to recruit experienced advisors. Its stated process follows a four-step framework (Understand, Evaluate, Connect, Consult) and emphasizes advisor-side advocacy, positioning itself as sitting on the same side of the table as the advisor rather than as a firm-paid recruiter.
The firm's product offering consists entirely of human-delivered professional services rather than any proprietary technology platform, software product, or API. Service modules include Evaluation, Career Coaching, Consultation, Interview Facilitation, Ongoing Guidance, and a structured Due Diligence Process, all delivered through personalized consultant interactions. The only operational technology referenced is a communication integration with Ring.io for SMS-based outreach and a Squarespace-hosted website that supports a confidential callback intake form. Marketing is consultative and relationship-driven, primarily through referrals and the website.
The revenue model is a success-fee / transaction structure in which the hiring firm pays Endeavor upon successful placement, enabling advisor clients to access services at no direct cost. The team is led by Founder and President Michael La Salle and Managing Partners Kevin Kershaw and Johnny Sommese, each with prior recruiting or market-development tenures at major broker-dealers, supported by an outreach specialist team. The firm operates from a distributed footprint across Solana Beach (California), San Rafael (California), Tampa (Florida), and Cherry Hill (New Jersey) and serves advisors nationally without any disclosed geographic restrictions.
Endeavor Search Partners firmographics
Firmographics- Name
- Endeavor Search Partners
- Legal name
- Endeavor S.P., Inc.
- Website
- https://endeavorsp.com
- Company type
- Private
- Founded year
- 2022
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- US-based, privately-held financial advisor recruiting and career transition consultancy that places advisors with broker-dealers and RIAs via a success-fee model, delivered entirely through human consulting with no proprietary technology platform.
- Ownership category
- akta.pro rank
Endeavor Search Partners industry classification
Industry- Product category
- Executive Recruiting & Financial Advisor Placement Services
- NAICS
- Executive Search Services (561312), Employment Placement Agencies (561311)
- SIC
- Services-Employment Agencies (7361)
- akta.pro industry
- Financial Services Leadership Search (Banking/Insurance/PE/Asset Mgmt)
Keywords
Where Endeavor Search Partners is headquartered
LocationHeadquarters
- HQ city
- Redwood Shores
- HQ country
- United States
- HQ region
- North America
Offices4 records
Markets served
Endeavor Search Partners business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Technology or R&D, Others
Revenue model
- Recruiting/Placement Fee: The company is compensated by the receiving firm (broker-dealer or RIA) rather than the advisor. This success-fee structure allows advisors to access services at no direct cost, while Endeavor earns placement/success fees from firms that hire advisors introduced through their services.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Transaction based/ take rate | Pay-as-you-go | Advisor services provided at no direct cost |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels3 records
Endeavor Search Partners product offering
Product offeringCore offering
Endeavor Search Partners is a financial advisor recruiting and consulting firm that helps licensed financial advisors navigate career transitions between broker-dealers, RIAs, and independent practices. The firm runs a structured Understand-Evaluate-Connect-Consult process covering evaluation, career coaching, consultation, interview facilitation, ongoing guidance, and due diligence, and is compensated by the hiring firm upon successful placement.
Product overview
Endeavor Search Partners operates as a single unified consulting service focused exclusively on financial advisor recruiting and career transition support. The company offers a structured four-step process (Understand, Evaluate, Connect, Consult) supported by six distinct service offerings: Evaluation, Career Coaching, Consultation, Interview Facilitation, Ongoing Guidance, and Due Diligence Process. All services are delivered through personalized, human consultant interactions without any technology platform or software product.
Differentiator
Problem solved
Functional benefit
Companies that use Endeavor Search Partners
Customer profileSegments2 records
Ideal customer profiles2 records
Endeavor Search Partners technology and API
TechnologyAPI detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration1 record
Endeavor Search Partners partnerships and signals
Strategic signalScale indicators3 records
Recent moves3 records
Expansion highlights3 records
Endeavor Search Partners competitors and assessment
Company assessmentBroad incumbents
- LPL Financial: Largest independent broker-dealer in the US with a national advisor recruiting function. Endeavor's managing partner previously spent 13 years there; it represents both a major competitor and a critical source of placement opportunities.
- Focus Financial Partners: RIA aggregator with significant advisor recruitment activity across its partner firms, representing both an inbound source of placement opportunities and a competitor for advisor mindshare.
- Kestra Financial: Independent broker-dealer with an in-house advisor recruiting team that competes for the same pool of transitioning advisors Endeavor serves. While broader in offering (full B/D services), it is a major channel partner and competitor on the recruiting side.
- Cambridge Investment Research: Independent broker-dealer recruiting advisors from wirehouses and other firms; Endeavor regularly introduces candidates to firms like Cambridge as part of its advisor placement process, making it both a competitor and client.
- Cetera Financial Group: Large independent broker-dealer network with extensive in-house advisor recruitment operations that compete directly with third-party recruiters like Endeavor for transitioning advisors across its affiliated firms.
Emerging players
- RIA in a Box: Technology-enabled compliance and operations platform for newly-independent RIAs that overlaps with Endeavor's advisor-transition workflow at the due diligence and go-independent stage, though operating via software rather than consulting.
Regional players
- Heffernan Insurance Brokers (Advisor Recruiting): Insurance and financial services firm with recruiting capabilities focused on West Coast advisors, representing a regional peer in financial-services talent placement.
Direct peers
- Advisor Recruiting Solutions: Boutique recruiting firm exclusively serving financial advisors considering transitions to broker-dealers and RIAs. Comparable to Endeavor in target market, fee model (paid by receiving firm), and human-led consulting process.
- Diamond Consultants: Diamond Consultants is the best-known financial advisor recruiting firm in the US, matching experienced advisors and branch offices with broker-dealers and RIAs. It is the closest direct competitor to Endeavor Search Partners in the financial advisor placement niche.
- Wade Group / The Wade Group Recruiting: Specialized financial advisor recruiting firm focused on moving advisors between broker-dealers and RIAs, with similar transaction-fee economics. Comparable in target customer (licensed advisors), services (due diligence, negotiation), and channel (direct outreach).
Market position
Strengths4 records
Weaknesses5 records
Competitive moat3 records
Key risks5 records
Key highlights5 records
Customer concentration
Endeavor Search Partners social profiles
Digital presenceEndeavor Search Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
Endeavor Search Partners leadership team
Management profileNumber of profiles
Endeavor Search Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Endeavor Search Partners M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Endeavor Search Partners
What does Endeavor Search Partners do?
Endeavor Search Partners is a financial advisor recruiting and consulting firm that helps licensed financial advisors navigate career transitions between broker-dealers, RIAs, and independent practices. The firm runs a structured Understand-Evaluate-Connect-Consult process covering evaluation, career coaching, consultation, interview facilitation, ongoing guidance, and due diligence, and is compensated by the hiring firm upon successful placement.
Is Endeavor Search Partners a public or private company?
Endeavor Search Partners is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Endeavor Search Partners founded?
Endeavor Search Partners was founded in 2022. It employs 1 to 10 people.
Where is Endeavor Search Partners based?
Endeavor Search Partners is headquartered in Redwood Shores, United States, in the North America region.
How does Endeavor Search Partners make money?
One revenue line is on record: recruiting/Placement Fee.
Who are Endeavor Search Partners's main competitors?
Broad incumbents on record are LPL Financial, Focus Financial Partners, Kestra Financial, Cambridge Investment Research and Cetera Financial Group. RIA in a Box is listed as an emerging player. Heffernan Insurance Brokers (Advisor Recruiting) is listed as a regional player. Direct peers are Advisor Recruiting Solutions, Diamond Consultants and Wade Group / The Wade Group Recruiting.
Does Endeavor Search Partners have an API?
No public API is recorded for Endeavor Search Partners.
What industry is Endeavor Search Partners in?
Endeavor Search Partners's product category is Executive Recruiting & Financial Advisor Placement Services. Its primary akta.pro industry code is BPACAAAF, Financial Services Leadership Search (Banking/Insurance/PE/Asset Mgmt). Its NAICS code is 561312 and its SIC code is 7361.