About "BSA" Bailey Search & Associates Inc.

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 "Investing in people is the best investment any company can make." - Benjamin Franklin.

Advisors often reach a point in their careers when they wonder if they are with the right company.  Is this the best place to serve their clients, grow their business and enable them to live their "Best Life".

The Wealth Advisory industry landscape has tremendously evolved; exploring the next phase in your business life can feel daunting—and doing so without a strategy can limit your true potential and ultimate success.

This important decision is best served when guided by a trusted and objective expert whose focus is on the advisor—and steered by a proven “advisor first” process.  

Whether you’re contemplating a significant career move or simply exploring your options, we operate with utmost confidentiality and without any hidden agendas or expectations. Our focus is entirely on you—understanding your business and goals thoroughly before delving into potential opportunities.

Here’s how we operate:

1. Objective Approach: We maintain complete objectivity. We don’t accept retainer fees or work exclusively for any particular firm. Our sole aim is to find the best solution for you, even if that means staying where you are.
2. Compensation:
   
   • Advisors: If you’re an advisor, our services come at no cost to you. We receive compensation from the firm you join, and your transition package remains unaffected.
   • Independent Business Owners: Considering a merger or acquisition? We’re compensated by the acquiring party during the transaction. No retainer fees or exclusivity requirements apply.
   • RIA Firm Builders: Our fee can be offset by startup budgets often provided by RIA custodians (details defined at the outset).

1. Our Role: While introducing you to a firm is a small part of what we do, engaging with us early in the process ensures we can advocate for you, guide you, and negotiate on your behalf.

Remember, it’s all about your journey and finding the right path for your unique situation. 

We leverage our experience of 30+ years in the industry, with a highly proficient team that consists of a Global Network of Experienced Executive Recruiters.  Our Team has proficiencies that range from Finance/Banking, Wealth Management, Start-ups, Fundraising, Marketing, Management, C-Suite Executives, R&D, Healthcare, Biotech, and Emerging New Technologies.   Executive searches for positions in wealth management.  Talent acquisition and a customized recruitment solutions for you.  

Why Work with us?

We are committed to helping our candidates find the best talent through our executive search.                               Collaborating with Bailey Search and Associates for recruiting Wealth Management Advisors provides you with a gateway to a select group of candidates. These individuals possess not only technical proficiency but also a cultural alignment with your firm’s vision and values. Bailey Search and Associates prioritize excellence and take a personalized approach to recruitment. Their efforts extend beyond mere position filling; they actively contribute to long-term growth and client satisfaction; both Candidate and Hiring Company.   Through strategic talent acquisition services. We strive to provide personalized and efficient solutions to 

Deliver Results