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 * HOME
 * ABOUT
   * ABOUT BRIDGEMARK
   * THE BRIDGEMARK STRATEGIES DIFFERENCE
   * OUR TEAM
   * TESTIMONIALS
 * SERVICES
   * RECRUITING
     * BROKER DEALER SEARCH
     * RIA SEARCH
   * MERGERS & ACQUISITIONS
     * SELLING PRACTICES
     * BUYING PRACTICES
     * SUCCESSION PLANNING
   * CONSULTING & COACHING
   * FINANCIAL INSTITUTIONS
 * RESOURCES
   * BLOG
   * FACT SHEETS
     * BRIDGEMARK FACT SHEET
     * FEEL FIT FINANCIALS
   * VIDEOS
   * PODCASTS
   * PRESS
 * BRIDGE MARKETPLACE
 * CONTACT


 * HOME
 * ABOUT
   * ABOUT BRIDGEMARK
   * THE BRIDGEMARK STRATEGIES DIFFERENCE
   * OUR TEAM
   * TESTIMONIALS
 * SERVICES
   * RECRUITING
     * BROKER DEALER SEARCH
     * RIA SEARCH
   * MERGERS & ACQUISITIONS
     * SELLING PRACTICES
     * BUYING PRACTICES
     * SUCCESSION PLANNING
   * CONSULTING & COACHING
   * FINANCIAL INSTITUTIONS
 * RESOURCES
   * BLOG
   * FACT SHEETS
     * BRIDGEMARK FACT SHEET
     * FEEL FIT FINANCIALS
   * VIDEOS
   * PODCASTS
   * PRESS
 * BRIDGE MARKETPLACE
 * CONTACT



HomeJeff Nash2022-11-08T10:38:44-05:00


BROKER/DEALER OR RIA SEARCH


WHEN CHANGING FIRMS
WHY DO IT ALONE?

SEE THE DIFFERENCE 80+ YEARS
OF EXPERIENCE MAKES >

Explore More From Bridgemark



MOST RECENT BLOG


 * 

Jeff Nash2022-10-17T10:59:00-04:00

7 THINGS SUCCESSFUL FINANCIAL ADVISORY FIRMS HAVE IN COMMON

Jeff Nash2022-10-17T10:59:00-04:00October 17th, 2022|BLOG|



IMPORTANT TOPICS


 * 

Jeff Nash2023-01-25T22:07:05-05:00

SEC MARKETING RULE INSIGHTS FOR ADVISORS

Jeff Nash2023-01-25T22:07:05-05:00January 25th, 2023|BLOG, Important Topics|



IN THE NEWS – ARTICLES BY BRIDGEMARK STRATEGIES


 * 

Matt Collins2022-02-04T20:43:05-05:00

RISING INTEREST RATES CAN SWEETEN RECRUITING DEALS

Matt Collins2022-02-04T20:43:05-05:00February 3rd, 2022|IN THE NEWS|



ACCESS BRIDGE MARKETPLACE



BROKER/DEALER OR RIA SEARCH




WHEN CHANGING FIRMS



WHY DO IT ALONE?

SEE THE DIFFERENCE

80+ YEARS OF
EXPERIENCE MAKES >

Explore More From Bridgemark



MOST RECENT BLOG


 * 

Jeff Nash2022-10-17T10:59:00-04:00

7 THINGS SUCCESSFUL FINANCIAL ADVISORY FIRMS HAVE IN COMMON



IMPORTANT TOPICS


 * 

Jeff Nash2023-01-25T22:07:05-05:00

SEC MARKETING RULE INSIGHTS FOR ADVISORS



IN THE NEWS


 * 

Matt Collins2022-02-04T20:43:05-05:00

RISING INTEREST RATES CAN SWEETEN RECRUITING DEALS


ACCESS BRIDGE MARKETPLACE



AS FEATURED IN:

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FINANCIAL ADVISOR


RECRUITERS & CONSULTANTS

From changing Broker/Dealers or starting an RIA to building and executing a
succession plan, merger or sale, Bridgemark’s experienced recruiters and
consultants provide comprehensive strategies, solutions, and guidance often at
no cost to an advisor.



B/D RESEARCH



With 1000’s of B/Ds to choose from, how do you navigate the difficult maze of
choices? Bridgemark works to understand your goals and priorities to
holistically help you in your search.

learn more



RIA COMPARISON



Are you thinking about launching your own RIA or joining an existing one? There
are many questions that arise. Let us help you navigate your options to select
the right path.

learn more



MONETIZATION STRATEGIES



What’s your business worth? Financial advisors often don’t know the true value
of their business and when they start planning their own succession often start
too late.

learn more





FEEL, FIT AND FINANCIALS®



FIND THE BEST SOLUTION FOR YOUR NEXT STEP




OUR SERVICES ARE

Personalized.

Our goal is to not just help advisors find the right fit for their business but
to help advisors avoid making a mistake.



Bridgemark Strategies collectively has over 80 years of experience coaching and
consulting with advisors and RIA firms. We are continuously researching the
marketplace on our client’s behalf.

MEET OUR SEASONED TEAM OF INDUSTRY LEADERS




TESTIMONIALS


WHAT OUR CLIENTS SAY

 * “Jeff was able to help me identify what I was looking for and which RIA best
   suited for me. We had narrowed it down to four choices and through additional
   conversation went to two. Finally through addition discussion he help me come
   to the conc...
   
   Ted D.
   ,
   
   
   
   

 * “Jeff’s process is extremely thorough, disciplined, and objective. He has an
   uncanny talent of being able to breakdown complex issues into simplistic
   unemotional components and from that foundation make complex strategic
   decisions. Jeff possess...
   
   Anthony C.
   ,
   
   
   
   
   

 * “I have worked with Jeff for several years. Because of Jeff’s decades plus
   years of experience, and, his ability to keenly observe and discern, Jeff is,
   in my opinion one of the foremost experts of the broker dealer community.
   Jeff intimately k...
   
   Don P.
   ,
   
   
   
   
   

 * “Jeff Nash was a valuable asset to me as I made the decision to transition
   from a large B/D after thirty five years to a boutique B/D. Jeff’s advice and
   contacts within the industry were most helpful.”
   
   David B.
   ,
   
   
   
   

 * “I highly recommend Jeff Nash to any advisor looking for help in evaluating
   the available Broker Dealer and RIA opportunities. Jeff is very knowledgeable
   and patient, spending well over a year of his time helping me to evaluate and
   compare opti...
   
   Paul M.
   ,
   
   
   
   
   

 * “As an advisor who had thought long about succession planning and the
   importance of continuity for our practice, Jeff Nash and his firm proved
   invaluable to not only our practice but ultimately our lives, personally.
   Jeff found, managed, and gu...
   
   Ron L.
   ,
   
   
   
   

 * “Jeff helped me navigate through a successful broker dealer change and was
   invaluable in the process. He has extensive knowledge of the industry, is
   well connected, and understands all the nuances associated with a broker
   dealer change. He was ...
   
   Ken S.
   ,
   
   
   
   
   

 * “I’ve had the opportunity to work with Jeff and Bridgemark on several
   projects over the last few years. They separate themselves from their
   competition in many ways. He and his team are knowledgeable and
   collaborative. They are incredibly engag...
   
   CEO, Stratos Wealth Partners
   ,
   
   
   
   

 * “I was referred to Jeff Nash of Bridgemark Strategies by an industry
   colleague to help our firm evaluate custodial platform options. Jeff has a
   deep knowledge of the industry and a vast network of industry and
   non-industry contacts that allows ...
   
   Max W.
   ,
   
   
   
   
   

 * “Jeff was able to help me identify what I was looking for and which RIA best
   suited for me. We had narrowed it down to four choices and through additional
   conversation went to two. Finally through addition discussion he help me come
   to the conc...
   
   Ted D.
   ,
   
   
   
   

 * “Jeff’s process is extremely thorough, disciplined, and objective. He has an
   uncanny talent of being able to breakdown complex issues into simplistic
   unemotional components and from that foundation make complex strategic
   decisions. Jeff possess...
   
   Anthony C.
   ,
   
   
   
   
   

 * “I have worked with Jeff for several years. Because of Jeff’s decades plus
   years of experience, and, his ability to keenly observe and discern, Jeff is,
   in my opinion one of the foremost experts of the broker dealer community.
   Jeff intimately k...
   
   Don P.
   ,
   
   
   
   
   

 * “Jeff Nash was a valuable asset to me as I made the decision to transition
   from a large B/D after thirty five years to a boutique B/D. Jeff’s advice and
   contacts within the industry were most helpful.”
   
   David B.
   ,
   
   
   
   

 * “I highly recommend Jeff Nash to any advisor looking for help in evaluating
   the available Broker Dealer and RIA opportunities. Jeff is very knowledgeable
   and patient, spending well over a year of his time helping me to evaluate and
   compare opti...
   
   Paul M.
   ,
   
   
   
   
   

 * “As an advisor who had thought long about succession planning and the
   importance of continuity for our practice, Jeff Nash and his firm proved
   invaluable to not only our practice but ultimately our lives, personally.
   Jeff found, managed, and gu...
   
   Ron L.
   ,
   
   
   
   

 * “Jeff helped me navigate through a successful broker dealer change and was
   invaluable in the process. He has extensive knowledge of the industry, is
   well connected, and understands all the nuances associated with a broker
   dealer change. He was ...
   
   Ken S.
   ,
   
   
   
   
   




Charlotte, NC USA

Phone: (704)288-4008

Mobile: (781)704-3131

Fax: (704)887-5201

Email: Email Us!



View Privacy Policy



RECENT POSTS

 * SEC Marketing Rule Insights for Advisors
 * Book-Keeping Requirements & Solutions for RIA Firms



SERVICES

 * Broker Dealer Search
 * RIA Search
 * Selling Practices
 * Buying Practices
 * Broker Dealer Evaluation Services
 * Financial Advisor Coaching & Consulting



LEARN MORE




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