Arlington Group
Our Work
At Arlington Group, we specialize in business development, mergers & acquisitions, and consulting services tailored to the Wealth Management and RIA industry. With decades of experience, our team of former industry executives provides strategic solutions to help firms grow, transition, and succeed. We take a collaborative and results-driven approach, ensuring customized strategies that meet each client’s unique needs.
Broker Dealer Search
Your Broker-Dealer Match, Simplified.
Find the right broker-dealer with ease. Our comprehensive matching service connects financial professionals with trusted broker-dealers tailored to their needs. Whether you’re seeking better support, compliance, or growth opportunities, we simplify the search process so you can focus on what matters most—your business.
Mergers and Acquisitions (M&A)
Smart Deals, Stronger Futures.
At Arlington Group, we specialize in mergers and acquisitions, providing expert guidance for businesses looking to buy, sell, or merge. Our strategic approach ensures seamless transactions, maximizing value while minimizing risk. From valuation and due diligence to deal structuring and negotiation, we navigate the complexities of M&A with precision and expertise. Whether you’re expanding your portfolio or planning an exit, Arlington Group is your trusted partner in securing the right deal for a stronger future.
Business Development & Recruiting
Building Stronger, One Strategic Hire at a Time.
Arlington Group specializes in outsourced recruiting and business development solutions for OSJs and RIAs. We help firms attract top-tier advisors, expand their network, and drive sustainable growth through strategic talent acquisition. Our tailored approach ensures that you connect with the right professionals who align with your firm’s culture, vision, and long-term goals. Whether you’re scaling operations or enhancing your advisor network, Arlington Group delivers the expertise and connections needed to take your business to the next level.
