Broker Dealer & Custodian Solutions

Make your Broker Dealer or Custodian Move with Confidence

The Straub Group represents top-tier broker dealers and custodians. We specialize in a consultative process to guide your broker dealer search by identifying your needs and matching them with the best platform solution. As a consulting search firm, The Straub Group routinely meets with you in person (or via our Video Meeting Center if you prefer) to truly understand your business and identify which broker dealer or custodian platform will maximize the growth of your business.

Whether you are currently at a bank, wire house, insurance company, or an independent advisor/RIA The Straub Group serves as a neutral consultant when you’re ready to change broker dealers. We advise you through the process and utilize our expansive broker dealer, independent broker dealer & RIA custodian relationships to match your professional needs accurately. Our sole focus is to match your strengths and requirements with the best broker dealer or RIA platform.

Let our combined 47 years of experience both as financial advisors and leading industry consultants simplify your search process.

Ready to make your move? Have you considered going hybrid? Discuss your options with us.

Contact The Straub Group today to get started.

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