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Financial Advisor
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​At Levo we want every advisor to find Shangrila for themselves and their clients. We help you achieve freedom and thrive in environments whether it’s at a wirehouse, regional, boutique or as an independent business owner.

We are more than Recruiters.

Freedom, not friction.

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We start with your book and your goals, not a pre-baked destination. We benchmarks your current economics, shows you where you net more, and builds the plan to move clients fast with minimal noise and zero guesswork.
 

  • Real AUM portability analysis and net take-home modeling

  • UMA/TAMP fit, fee schedules, and product access reviewed

  • Team lift-outs and succession structures if needed

  • We quarterback the process so you keep serving clients

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If you can't move clients, no problem, because we work with firm who are not looking for that. 

We work with

Asset Managers

Family Offices

RIAs

Wirehouses

Private Equity

And Everything in Between

How do we Support  your Move?

LEARN MORE

Your best work shouldn’t be constrained by quotas or product pushes.

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Market Intelligence & Strategy

  • 1:1 consultations on firm cultures, payout models & contract terms

  • Regular “market watch” updates on openings, incentives, M&A-driven jumps, sunsetting opportunities, and partnerships/affiliations

  • Book‑of‑business benchmarking against peers, firm offers, and transition options

  • AUM, T12, Production, and Client deep dives to quantify leverage & book portability

  • “Firm Fit” evaluation: product mix, tech stack, marketing, advisor support, etc.

  • Customized SWOT analysis of each opportunity vs book and/or skillset

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Book Analysis & Fit Assessment

Placement & Onboarding

  • Coordinated interview scheduling, interview prep & debrief

  • Offer negotiation, contract review, closing and transition support

  • 180‑day guarantee with milestone check‑ins

We're with you every step of the way!

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