Advisor Recruiting & Transition Consulting
Prepared for
what's next.
We prepare advisors for tomorrow — the way advisors prepare their clients.
The Approach
Fewer engagements. Deeper work.
Sutton Strategies is a boutique by design. We represent a select group of advisors and firms at a time, so every transition gets the attention a life-changing decision deserves.
Discretion first
Exploring a move is sensitive. Conversations stay confidential from the first call through the day you're ready — if you're ever ready. No pressure, no noise.
Fit over placement
We map your practice, your clients, and your economics against the full landscape — wirehouse, regional, independent — and tell you the truth about each option, including staying put.
The long view
A transition isn't the finish line. We structure moves around where your business should be in ten years, not just the deal on the table today.
Who We Serve
Built for high-producing advisors and the firms that want them.
Wirehouse teams
Advisors and teams weighing the full continuum — from a better seat at a major firm to supported independence models they may not know exist.
Independent advisors
FiNet, hybrid, and RIA practitioners looking for stronger economics, succession options, or a platform that finally matches how they run their business.
RIAs
Registered investment advisors and firms looking for the right talent, structure, or succession path as they scale.
Partner firms
Wirehouses, regionals, and independent broker-dealers seeking advisors who fit — introduced thoughtfully, vetted honestly, and ready to grow.
The Firm
Sutton Strategies was founded by two recruiters who spent years inside the machine — and decided advisors deserved an advocate, not a broker.
We're small on purpose. Every engagement is handled by a founding partner, start to finish.
Mac McGovern
Founding Partner
Recruiter and relationship builder with deep networks across regional and independent firms, focused on long-term advisor fit.
Contact
Every engagement begins
with a conversation.
No commitment, no pitch. Tell us where your practice stands, and we'll tell you honestly what your options look like.
mac@suttonstrategies.comAll inquiries held in strict confidence.