The Well Recruiting Solutions

The Well Recruiting Solutions is the talent acquisition partner built exclusively for independent RIA firms and wealth management companies. Founded by Steve Perry, who spent 17 years inside a Fortune 100 wealth management firm before launching The Well, the company brings insider knowledge of the RIA world. Steve began as an advisor, built a team of 40, and ran a firm of 125, sitting in the chair of the clients the firm serves today. The Well has served 119+ independent RIA and wealth management firms.

The company introduces hires in 14 days, with a median fill of 55 days compared to the industry average of 100+ days. This gap represents roughly 77,000 pounds in recovered production per search. The firm recruits W-2 employees only, with no M&A transactions, no book-of-business transfers, and no wirehouse breakaways chasing payouts. The company provides video-first candidate profiles, allowing firms to see every candidate on video before spending time interviewing, ensuring no surprises and meetings only with candidates firms are already excited about.

The Well's team lives inside the RIA world, and candidates feel the difference as experienced advisors notice every time. The company's one contact knows each firm cold, with the full team searching behind them, providing urgency from day one to close with updates that never require chasing. The firm recruits executives, advisors, and support staff for independent RIA firms from established practices to 200 billion pound national leaders. Placed roles span senior wealth advisors, portfolio trading specialists, financial advisors, financial planners, paraplanners, and back office associates across cities including Dallas, Nashville, Minneapolis, Houston, Denver, and Chicago.