Azella logo, branding for independent advisors.
ADVISOR GROWTH SERVICES
Logo for Successful OnBoarding, a partner of Azella Advisor, specializing in financial advisor placement.

TRANSITION WITH MARKETING AND RECRUITING CONFIDENCE

Launching your own firm is one of the biggest career decisions. Azella partners with Successful OnBoarding to ensure you have the best destination and a brand that inspires confidence from day one.

Trusted Recruiting Partner

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Trusted Recruiting Partner

Our partners at Successful OnBoarding specialize in financial advisor placement and help you sort fact from fiction. Every engagement is unbiased, with independent advocacy and expert industry knowledge to guide your next career move.

What’s Included:

  • Platform review: 100+ BD/RIA contracts including LPL, Osaic, and Raymond James.
  • Transition guidance: what you can and cannot expect when moving your firm.
  • Succession and M&A strategies
  • Independent firm evaluation.
  • Zero cost for advisors (no ongoing fees or contractual obligations).
  • Access to a trusted owner network for total transparency — so you’re never without support.

PROVEN TRANSITION STRATEGY

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PROVEN TRANSITION STRATEGY

Breaking away isn’t just a structural move — it’s an identity shift. Your clients will Google you the moment they hear about your transition.

Azella + SOB help you launch with a brand that inspires confidence:

DESTINATION

Unbiased access to elite firms like Carson, Sanctuary, and Savvy, ensuring your landing spot matches your long-term vision.

EDUCATION

A "safe zone" to evaluate valuations and payouts without pressure, led by founders with $36B+ in transitioned assets.

VISUALIZATION

Custom logos, SEO websites, and client communication strategies designed to build trust and retain relationships.

Successful OnBoarding experience with financial advisors spans almost 60 combined years.

Successful OnBoarding leverages decades of knowledge and experience to match financial advisors with the right firm and outcome through an impartial approach. Our services come at no cost to the advisor, and we are always available!

Collage showcasing logos of leading financial firms including LPL Financial, osaic, Lincoln, Kestra, Wells Advisors.

Broker Dealers

Hybrids, Aggregators, and Integrators - bringing you the most dynamic options in the marketplace today. Engage to unlock our full network and find your best path forward.

Logos of financial firms including Carson, RFG, Summit Financial, Soltis, Sanctuary, Rossby, Lutz, NewEdge Advisors.

RIAs

Hybrids, Aggregators, and Integrators - bringing you the most dynamic options in the marketplace today. Engage to unlock our full network and find your best path forward. 

Collage of logos representing partner firms including Carson, NewEdge, Focus Financial, and Gateway Financial Partners.

Enterprises

Enterprises aren't just a branch - a fully built out growth ecosystem designed to help advisors scale, evolve, and ultimately monetize their life’s work. These platforms bring together strong leadership and proven processes.

Collage of logos including PodPony, RIA Catalyst, Azella, Matasar Jacobs, and Turnkey, highlighting specialty firms.

Specialty Firms

Our industry is more than BDs & RIAs. Deep connections are equally important in marketing, operations, and legal. Here’s a look at some of the firms we trust most to help create meaningful impact for the advisors we serve. 

Meet The Founders

Their experience with financial advisors spans almost 60 combined years. Successful OnBoarding leverages decades of knowledge and experience to match financial advisors with the right firm and outcome through an impartial approach. 

Headshot of Samuel M. Briganti, co-founder of Successful OnBoarding, experienced financial services provider.
Samuel M. Briganti
Founder
Sam has almost 30 years of financial services experience and held various roles, including VP of Recruiting for Securities America, Carson Group, and Atria Wealth Solutions. Conducting a new firm search is a huge undertaking, while also running your practice. Sam is ready to represent your best interests and use his experience, connections, and insight to guide you to the right firm, the right deal, and the highest possible M&A valuation.
Scott M. Briganti, Co-Founder of Successful OnBoarding, smiling professionally in a business setting.
Scott M. Briganti
Co-Founder
Scott specializes in recruiting and growth for nearly 30 years in the financial services industry. He was VP of Recruiting for Securities America, Carson Group, and Atria Wealth Solutions. Scott is ready to guide you to the right firm partner, negotiate a top-tier deal structure, and help you achieve the highest possible M&A sales price at the right time. Leverage his knowledge, industry contacts, and experience to unlock your next phase of growth and monetization.

Why this works

RECRUITING CLARITY WITHOUT BIAS

  • Advocating for your best interests across 100+ different broker-dealers and RIA options.
  • Transparent, expert advice from founders with nearly 60 years of combined industry experience.

Marketing Momentum That Builds Trust

  • Pro-active branding and websites to reassure your clients during the sensitive transition period.
  • Integrated transition flows that combine your new brand with your new destination seamlessly.
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