Endeavor Search Partners
Guiding successful financial advisors through the most important decisions of their career.
We take time to understand what matters to you, evaluate strong options, make thoughtful introductions, and help you navigate negotiations—so you can stay focused on your practice and the clients you serve.
Prefer to talk first? Call (609) 200-0245
A senior-led team
Same side of the table
We advocate for you, not a firm. Our goal is the right outcome for your practice and your clients.
Confidential by default.
Every conversation is held in confidence—from the first call to the final decision.
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- Confidential by default
- Senior-led conversations
- Personally reviewed inquiries
- No pressure, no bulk outreach
- Confidential by default
- Senior-led conversations
- Personally reviewed inquiries
- No pressure, no bulk outreach
A better first step
If you're exploring change, this is where to begin.
A thoughtful first conversation should lower pressure, not raise it. We make the path easier to understand before you commit time to any firm.
Share what matters most
Tell us what you want more of and what you want to avoid. We listen first so the conversation starts with your priorities.
Get a clear outside perspective
We help you compare paths, firms, and business models in plain language so you can think clearly about what actually fits.
Move only if the fit is right
If there is a strong next step, we guide it. If there is not, you still leave with more clarity than you started with.
Typical concerns we hear
- "I want a better fit, but I do not want disruption for clients."
- "I need honest help comparing options, not a pitch."
- "I do not have time for a process that goes nowhere."
Our approach
Understand · Evaluate · Connect · Consult
A disciplined process built for financial advisors who expect discretion, judgment, and follow-through at every stage.
Step 01
Understand
Every practice is unique.
We start by listening. We want to understand your practice, your clients, and what a better next chapter would look like for you—whether that is more time, better economics, more support, or a different cultural fit. Clarifying what matters most becomes the foundation for every conversation that follows.
Step 02
Evaluate
Match options to your priorities.
Once we understand you, we map the landscape against your criteria and surface only the firms and affiliation models that fit. You get a focused, considered set of options—not a flood of unqualified introductions.
Step 03
Connect
Introductions that respect your time.
We coordinate meetings with the firms that match you, organized around your schedule and client commitments. Every conversation is prepared for in advance so both sides arrive informed and respectful of each other's time.
Step 04
Consult
Experienced guidance at decision time.
With decades of negotiating experience behind us, we help you read offers, ask the right questions, and understand the long-term economics—so the decision you make is a confident one, with no surprises after you sign.
Why advisors work with us
Thoughtful counsel, not a sales pitch.
Our job is to make your decision easier—whatever you ultimately decide.
Same side of the table
We work for you, not a single firm. Our goal is the right outcome for your practice and your clients.
Senior-led conversations
You work directly with experienced partners from the first conversation through the final decision.
Process that respects your time
Focused introductions, prepared meetings, and no pressure to move faster than you're ready for.
Confidentiality by default
Every conversation is held in confidence. Your current firm does not know we are talking until you decide.
Services
Advisor-first recruiting and consulting
Support tailored to your career stage and goals—from evaluating what's possible to negotiating what's next.
Evaluation
A structured review of your practice, goals, and the marketplace—so the options we explore are aligned with where you want to take your business.
Career coaching
Thoughtful, confidential conversations about your next chapter—whether you are actively exploring a move or simply considering what is possible.
Consultation
Advisor-first counsel on the details that shape long-term success—structure, transition support, technology, compliance, and client experience.
Interview facilitation
We prepare you for productive conversations and coordinate focused meetings with partner firms that match your priorities.
Ongoing guidance
A relationship that continues after a transition—because the right decision includes knowing who is in your corner a year from now, too.
Your advocates
Senior leadership with deep industry experience
Our partners have spent years helping advisors evaluate options, navigate transitions, and negotiate aligned outcomes.
Michael La Salle
Founder & President
Kevin Kershaw
Managing Partner
Johnny Sommese
Managing Partner
Common questions
Clarity before the conversation
Clear answers help people feel comfortable taking the next step.
- How are you compensated?
- There is no direct cost to the advisor. When there is a successful fit, our fee is paid by the firm you choose. Being compensated by partner firms also allows us to remain involved throughout the process, including helping negotiate your transition compensation on your behalf.
- Why work with you instead of going directly to firms?
- We sit on the same side of the table as you. With decades of experience in advisor recruiting, we offer unbiased perspective across the marketplace, help you avoid common due-diligence pitfalls, and build a process that respects your time while making each conversation more effective.
- What firms do you represent?
- We work with high-quality firms that have differentiated value propositions. Every partner relationship begins with our own due diligence, so the firms we introduce you to reflect the values, ethics, resources, and infrastructure you should expect from a trusted partner.
- What is your process?
- It starts with understanding you, your practice, and your goals. From there, we recommend the business model, firm type, and affiliation we believe fits you best, coordinate focused meetings, and help you evaluate and negotiate any offers that follow.
Next step
Request a confidential callback
Share a few details and your preferred time. We read every submission personally and respond with care—never with bulk mail or pressure.