Sean M. – Independent Financial Advisor, $280M AUM
Formerly regional bank financial advisor
At 40, Sean felt constrained at his bank-owned broker-dealer, facing a limited product shelf, high pressure to push proprietary solutions, and poor alignment with his fiduciary values at this particular institution. Through a strategic financial advisor transition facilitated by Advisor Hunt™, Sean joined a fast-growing independent RIA and immediately brought $240M of AUM with him. His new platform emphasized independence, open architecture, and robust investment management support.
Outcome:
● Grew AUM by $30M in six months.
● Boosted income by 35% while reducing client costs.
● Found a true values-aligned wealth management platform.