Executive Search for Financial Services
Lead advisor and leadership searches for independent RIAs and wealth firms, plus senior and interim talent for private equity and venture capital.
Founded by a former licensed financial advisor, we evaluate senior candidates the way an advisor would: client relationships, regulatory standing, culture fit, and how a transition will really work.
Hiring a senior leader is a client decision.
Talent is your most effective risk mitigation strategy.
In wealth management, the wrong senior hire can put client relationships at risk. In private markets, a leadership gap can slow a portfolio company at a critical moment. Either way, a resume can’t tell you whether someone will hold relationships, fit your culture, or deliver. That’s what we evaluate.
Execho Partners focuses on senior-level search. Our founder worked as a licensed financial advisor, so we know what strong advisors and leaders look like from the inside, and we verify experience instead of taking it at face value.
Who We Serve
Independent RIAs and wealth firms. Lead and senior advisor searches, plus leadership roles as firms grow or acquire. Built around client relationships, culture fit, and a realistic transition plan.
Wealth Management
Private equity and venture capital firms and their portfolio companies. Operating partners, portfolio operations, finance leaders (controllers, VPs of Finance, and CFOs), and interim talent.
Private Equity & VC
When you need coverage now: We also place interim and fractional leaders while a permanent search is underway.
"A senior advisor vacancy is not just an HR issue. It can slow your firm’s growth and put client relationships at risk. We help you find leaders whose experience fits how your firm works, and we evaluate that experience carefully before we present anyone."