BD Breakdown

First Republic

One of the largest, and highest regarded RIAs around, First Republic flies under the radar but presents a good opportunity for the right kind of advisor.  If you are looking for a W-2 model highly focused on boutique-style customer-service, you owe it to yourself to consider them.

PROS

  • Orientation and fit within the company is very important
  • VIP experience with banking products & services for the high net worth client.

CONS

  • West Coast and Northeast offices only…if you’re are in the middle you are out of luck right now
  • Only interested in teams.
0 +

Financial Advisors

0 % T12

Typical transition package

$ 0 B +

Assets Under Management (AUM)

$ 0 M +

GDC Sweet Spot

3xEquity Insights

Opportunity Score

Are you part of a team committed to “white glove” style customer service for your clients?  Are you located on the West Coast or Northeastern US? Is your name and reputation enough to enthrall clients?  If so, First Republic should be on your list to investigate.

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