Senior wealth advisor in a Manhattan office
Modern American Advisor

MAA Talent

Premium talent acquisition for the modern wealth management industry.

MAA Talent helps RIAs, wealth management firms, CPA practices and WealthTech businesses attract better people, strengthen their employer brand and create higher-quality hiring conversations.

The best people in wealth management are rarely actively looking. Reaching them takes more than a vacancy. It takes credibility, visibility, market insight and a story worth listening to. MAA Talent brings together specialist recruitment expertise with the media platform, audience and influence of Modern American Advisor.

375,000+

U.S. financial professionals across advice, planning, tax and investment

$250M+

Average adviser AUM across the MAA audience

76%

Senior decision-makers

Advisor + CPA

Connecting the two professional groups shaping client decisions

Audience data drawn from the Modern American Advisor media platform and current media kit. Verify latest figures before publication.

Why MAA Talent Exists

The hiring market has changed. Recruitment needs to change with it.

RIA and wealth management firms are no longer competing only for clients. They are competing for advisers, planners, operations leaders, compliance professionals, technology talent and future leadership.

At the same time, the best candidates have become harder to reach. Many are not actively applying for roles. They are watching the market quietly, assessing culture, leadership, growth prospects, client philosophy and long-term opportunity before they ever agree to a conversation.

Traditional recruitment usually starts with a vacancy. MAA Talent starts earlier.

We help firms define their story, build visibility, create market engagement and generate warmer conversations with the people they actually want to attract.

What We Do

Recruitment, backed by media, insight and influence.

MAA Talent combines executive search, specialist recruitment, talent marketing and market intelligence in one integrated approach.

01

Specialist Recruitment

We support searches across financial advice, wealth management, CPA, operations, compliance, marketing, leadership and WealthTech roles.

02

Employer Positioning

We help firms explain why the right people should want to join them. Culture, growth, leadership, client philosophy and future ambition all matter.

03

Talent Campaigns

Through interviews, editorial features, webinars, podcasts, surveys and targeted distribution, we help firms reach people who are not responding to conventional recruitment adverts.

04

Candidate Community

We are building a specialist community of advisers, planners, CPA professionals, operators, compliance specialists, marketers and WealthTech talent.

05

Market Intelligence

Salary insight, hiring trends, candidate sentiment, succession themes and adviser movement data help firms make better hiring decisions.

06

Strategic Growth Hiring

For firms scaling toward enterprise value, succession, acquisition or national expansion, talent is not an HR issue. It is a growth strategy.

The Difference

Most recruiters fill vacancies. MAA Talent helps firms become more attractive.

The firms that win talent are not always the firms with the highest salary or the most aggressive hiring process.

  • A clear story.
  • A visible leadership team.
  • A credible market position.
  • A culture people understand.
  • A growth plan people believe in.

We do not simply ask who is available. We ask who should know about you, why they would care, what story they need to hear and how that conversation should begin.

Who We Serve

Built for the firms shaping the future of advice.

RIAs and Independent Advisory Firms

For firms looking to attract advisers, planning talent, client service professionals, operators and future leaders.

Wealth Management Groups

For larger firms scaling teams, opening new markets, improving retention or building specialist hiring pipelines.

CPA and Tax Advisory Firms

For CPA firms expanding into wealth, financial planning, client advisory services or hybrid advice models.

WealthTech Businesses

For technology firms hiring sales, partnerships, customer success, marketing, product and leadership talent across the advisor market.

Private Equity and Acquirers

For firms where hiring, retention, succession and leadership capability directly influence enterprise value.

Our Model

A better way to create talent conversations.

01

Understand

We begin with the business. Growth plans, culture, leadership, location, proposition, compensation, client base and long-term objectives.

02

Position

We turn the opportunity into a clear market story. Why this firm, why now, why the right person should listen.

03

Build Visibility

We use content, interviews, editorial, social distribution, webinars, podcasts and targeted campaigns to raise awareness with the right audience.

04

Engage

We identify, approach and qualify relevant candidates through specialist recruitment outreach and warm market engagement.

05

Deliver

We manage the process from first conversation through screening, shortlist, offer, negotiation and successful appointment.

Powered by Modern American Advisor

A recruitment business with a media platform behind it.

MAA Talent is powered by Modern American Advisor, a premium media platform built for the U.S. advisory, wealth management and CPA ecosystem.

Modern American Advisor gives MAA Talent access to an established industry audience, editorial credibility, newsletter distribution, podcast and webinar capability, event visibility and a growing network of senior decision-makers across the U.S. financial advice market.

Talent attraction is no longer just about search. It is about attention, authority and trust.

Podcast interview at MAA studio

Editorial · Podcast · Newsletter · Events

For Employers

Hiring better people starts before you have a vacancy.

Whether you are hiring one adviser, building a regional team, expanding a CPA wealth division, strengthening operations or preparing for succession, MAA Talent helps you create a stronger position in the talent market.

Explore Employer Solutions

For Candidates

Your next move should be confidential, considered and worth making.

MAA Talent works with ambitious professionals across the wealth management, RIA, CPA and WealthTech markets. You may not be actively looking. That is exactly why the conversation should be handled properly.

Register Confidentially

Next Step

Build the team your next stage of growth requires.

Speak to MAA Talent about hiring, candidate attraction, employer positioning or talent intelligence across the U.S. wealth management market.