What We Do

Advisors faced with the need for a new independent broker dealer often feel the process, if performed on their own, can feel like a full time job. The uncertainty of knowing if you are making an informed decision and if you have negotiated the best possible deal can make the process feel overwhelming. This is the exact reason why our firm was founded in 1989.

Cross-Search was born from the idea that every advisor deserves representation in the process of finding a new broker dealer. Since 1989 we have been doing due diligence and research on all the major independent broker dealers and have helped thousands of advisors find their ideal firm. We take the guess work out of the process, free up your time and energy while finding you the best broker dealer for your needs. Working with us not only gives you the ability to free up time, it insures you have representation that protects your needs through the process. Saving time, finding your ideal firm and assuring good results is what we do best and to top it off, our services don’t cost you anything.

So how does the process work? First we assess the type of broker dealer you are looking for. Whether you are an advisor currently at an independent broker dealer, a wire house, a regional firm, a bank or a captive agency, we can help you determine what’s most important to you in a new relationship. The more specific you are about what you need and want from a broker dealer, the better we are able to narrow the list of potential firms.

Once we have identified broker dealers that are appropriate based on your criteria, together, we will explore those opportunities and carefully guide you through the due diligence process. This includes everything from interviewing broker dealers, asking questions you may not know to ask and helping to negotiate the best possible deal. We don’t consider our job complete until you have carefully landed with a new independent broker dealer and have transitioned your book of business to the new firm. Our unmatched experience of over 30 years in the independent broker dealer space gives us a unique ability to help advisors with very different needs. You may feel your situation is unique, but chances are we have seen and worked with advisors with the same or similar situation. At the same time, each broker dealer is distinct- each having a different culture, offerings and costs. Finding a firm that satisfies your criteria may feel like finding a needle in a hay stack, but because that’s all we do, our experience and vast understanding of the various broker dealers gives us a unique ability to find your match.

If you are interested in your independent broker dealer options and you want to explore the easy way, give us a confidential call. We look forward to hearing from you.