Elite Consulting Partners Email Format

Financial ServicesNew Jersey, United States51-200 Employees

Elite Consulting Partners is a financial services-focused consulting firm that provides transition, practice management, and business advisory services to clients in the financial services industry. The company is based in Moorestown, New Jersey, at 301 North Church Street, Suite 226, and employs between 51 and 200 people. Its work includes supporting transitions between broker-dealers and investment advisory platforms, advising on custodial platform changes, helping clients maximize revenue and grow headcount, and monetizing equity through mergers or advisor recruiting deals. Elite Consulting Partners collaborates with other firms specialized in independent advisory mergers and acquisitions, practice management, succession planning, and business valuation to broaden its service offerings, and it provides competitive intelligence across wire-house, regional broker-dealers, registered investment advisers, and hybrid models. The firm has expanded through acquisitions, including Advisor Successions, LLC and AdvisorHUB LLC in 2023 and 3xEquity, LLC in 2026, and reports annual revenue in the range of $100 million to $250 million.

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