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Company Description
Makari Group, LLC is a national recruiting and consulting firm dedicated to empowering growth for financial advisors and wealth management enterprises across the RIA, broker-dealer, and hybrid channels. Built by principals who have guided thousands of advisors through complex transitions, Makari combines deep financial services expertise with a discreet, highly personalized approach to talent movement, enterprise growth strategy, and transaction support. The firms Financial Advisor Movement practice serves as an agent and advocate for advisors considering a change, building a detailed Practice Profile, delineating channel and affiliation options, orchestrating introductions and VIP visits, and negotiating deal structures that align to values, economics, and long-term goals. Beyond placement, Makari manages the critical path of transitionpreparing practices, coordinating with firm transition teams, and supporting post-deal execution to safeguard client relationships and staff continuity. For enterprises, Makaris team delivers integrated Enterprise Strategy Solutions spanning recruiting strategies, succession planning, nextgen advisor identification, capital solutions, M&A sourcing and evaluation, introductions to equity partners, financing setup, negotiation support, and execution oversight, as well as guidance on selecting the ideal platform and leveraging cuttingedge client acquisition technology, including AI-driven lead generation. Whether advising individual producers, multigenerational family offices, or national platforms, Makari is known for confidential counsel, institutional knowledge of the wealth management landscape, and endtoend partnership that extends from initial strategy through long-term alignment. The result is strategic growth, cleaner transitions, and better outcomes for clients, teams, and enterprises alike. Grounded in a culture of service and execution, Makari helps advisors find a better home, helps firms attract and integrate the right talent and acquisitions, and brings a measured, market-informed perspective to every negotiation and decision point.
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