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Company Description
Toby Richey & Associates is a specialist executive recruiting firm founded in 2002 that partners exclusively with the wealth management sector to place topproducing financial advisors and advisor teams with leading Wall Street and national firms. Operating as independent recruiters with national coverage, the firm maintains deep, decadeslong relationships across wirehouses/private wealth managers, regional brokerdealers, independent platforms, RIAs and hybrid RIAs, and bankbased wealth channels, enabling objective, candidatecentered guidance that aligns culture, resources, and longterm control with each advisors goals. Beyond core search and permanent placement, the team provides strategic advisory around growth through practice acquisition and succession, helping advisors evaluate and engage firms offering capabilities such as proactive seller sourcing, inhouse financing with pretax repayment structures, and meaningful contributions toward purchase prices. For retiring or sunsetting advisors, Toby Richey & Associates navigates an increasingly creative marketplace of succession options so clients can transition with confidence and protect the legacy of responsible wealth management and client service. The firms track record includes aggregate placements representing hundreds of millions of dollars in annual gross production and billions in assets under management, underscoring its reputation as a connected and performancedriven partner. Senior leadership includes Founder, CEO, and President Toby Richey, Senior Vice President of Sales Operations Luke Linford, Senior Vice President of Accounts Blayne Huffman, and Vice President of Accounts John Campbell, who together coach and enable a talented recruiting team focused on execution, confidentiality, and outcomes. Advisors engage Toby Richey & Associates to discover the bestfit destination across every major model, to accelerate growth via acquisition, or to plan a seamless exit, confident that the firm will provide objective insight, competitive leverage, and a streamlined process from first conversation through successful transition.
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