Insights

Rapid Market Expansion Recent acquisitions of Advisor Successions LLC and AdvisorHUB LLC position Elite Consulting Partners as a growing leader in financial services transition and practice management, highlighting opportunities to offer complementary consulting, M&A advisory, and integration services to their expanding client base.

High Revenue and Active Growth With annual revenues between 100 million and 250 million and a focus on strategic transitions, Elite Consulting Partners represents a lucrative target for firms seeking to partner, provide outsourced support, or leverage their network for expansion in the financial advisory space.

Industry Leadership and Talent Development The promotion of key personnel such as Stacey Frank and Dale Dempsey indicates a commitment to leadership development, suggesting opportunities to engage with their team for consulting projects, executive coaching, or leadership development collaborations.

Technology-Driven Outreach The company's targeted digital marketing tools including LinkedIn Ads, Google Ads, and Facebook Pixel demonstrate a strong online presence, providing potential channels for outreach, collaboration, or joint marketing endeavors in the financial services consulting industry.

Strategic Focus on Succession and M&A Elite Consulting Partners’ emphasis on succession planning, practice monetization, and mergers, coupled with its recent acquisitions, offers sales opportunities in complementary services like valuation, business brokerage, compliance, and technology solutions tailored for financial advisory firms.

Elite Consulting Partners Tech Stack

Elite Consulting Partners uses 8 technology products and services including Google AdSense, Google Ads, Google Ads Conversion Tracking, and more. Explore Elite Consulting Partners's tech stack below.

  • Google AdSense
    Advertising
  • Google Ads
    Advertising
  • Google Ads Conversion Tracking
    Analytics
  • Google Call Conversion Tracking
    Analytics
  • OWL Carousel
    Javascript Libraries
  • Yoast SEO
    Search Engines
  • MediaElement.js
    Video Players
  • Magnific Popup
    Web Tools And Plugins

Media & News

Elite Consulting Partners's Email Address Formats

Elite Consulting Partners uses at least 2 format(s):
Elite Consulting Partners Email FormatsExamplePercentage
First@eliteconsultingpartners.comJohn@eliteconsultingpartners.com
65%
FirstLast@eliteconsultingpartners.comJohnDoe@eliteconsultingpartners.com
27%
FirLast@eliteconsultingpartners.comJohDoe@eliteconsultingpartners.com
6%
Last@eliteconsultingpartners.comDoe@eliteconsultingpartners.com
2%
First@ercadvisors.comJohn@ercadvisors.com
55%
FirstLast@ercadvisors.comJohnDoe@ercadvisors.com
22%
LastFirst@ercadvisors.comDoeJohn@ercadvisors.com
14%
LFirst@ercadvisors.comDJohn@ercadvisors.com
9%

Frequently Asked Questions

Where is Elite Consulting Partners's headquarters located?

Minus sign iconPlus sign icon
Elite Consulting Partners's main headquarters is located at 301 North Church Street Suite 226 Moorestown, New Jersey United States. The company has employees across 4 continents, including North AmericaAsiaEurope.

What is Elite Consulting Partners's official website and social media links?

Minus sign iconPlus sign icon
Elite Consulting Partners's official website is eliteconsultingpartners.com and has social profiles on LinkedIn.

What is Elite Consulting Partners's NAICS code?

Minus sign iconPlus sign icon
Elite Consulting Partners's NAICS code is 52 - Finance and Insurance.

How many employees does Elite Consulting Partners have currently?

Minus sign iconPlus sign icon
As of June 2026, Elite Consulting Partners has approximately 79 employees across 4 continents, including North AmericaAsiaEurope. Key team members include Chief Marketing Officer: B. L.Chief Technology Officer: J. P.Chief Financial Officer: J. S.. Explore Elite Consulting Partners's employee directory with LeadIQ.

What industry does Elite Consulting Partners belong to?

Minus sign iconPlus sign icon
Elite Consulting Partners operates in the Financial Services industry.

What technology does Elite Consulting Partners use?

Minus sign iconPlus sign icon
Elite Consulting Partners's tech stack includes Google AdSenseGoogle AdsGoogle Ads Conversion TrackingGoogle Call Conversion TrackingOWL CarouselYoast SEOMediaElement.jsMagnific Popup.

What is Elite Consulting Partners's email format?

Minus sign iconPlus sign icon
Elite Consulting Partners's email format typically follows the pattern of First@eliteconsultingpartners.com. Find more Elite Consulting Partners email formats with LeadIQ.

When was Elite Consulting Partners founded?

Minus sign iconPlus sign icon
Elite Consulting Partners was founded in 2011.

Elite Consulting Partners

Financial ServicesNew Jersey, United States51-200 Employees

Elite Consulting Partners is a transition consultant, practice management, and business consulting firm focused on providing strategic advice and solutions to the financial services industry.  Our industry-leading staff offer unparalleled service, unbiased advice, and expert guidance to our advisor and corporate clients.  We ensure our clients' objectives and goals are realized during their due-diligence and transition process.  
 
We work with many of our clients in areas concerning transitioning to a new broker-dealer, investment advisory firm, custodial platform changes, maximizing revenue, increasing headcount, and monetizing the equity within
a practice or business through negotiated mergers or simple advisor recruiting deals and packages. 
 
We serve as the bridge connecting advisors and businesses to actionable ideas. In the course of consulting with our clients, we communicate competitive intelligence covering the wire-house, regional, independent broker-dealer, RIA, and hybrid landscape(s).  We also partner with firms that have deeper expertise within independent advisory M&A, practice management, succession planning, and business valuation disciplines to bring a higher level of service to our clients.

Section iconCompany Overview

Headquarters
301 North Church Street Suite 226 Moorestown, New Jersey United States
NAICS Code
52 - Finance and Insurance
Founded
2011
Employees
51-200

Section iconFunding & Financials

  • $100M$250M

    Elite Consulting Partners's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    Elite Consulting Partners's revenue is estimated to be in the range of $100M$250M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.