Establish a Lifetime Partnership

At LaSalle St., we believe a true partnership between an independent advisor and their firm is built upon trust, accountability, stability, and direct access to leadership.

Why LaSalle St. is the premier choice for advisors

Choosing the right partner isn’t easy. You’ve likely heard big promises and seen impressive offers. Advisors who join LaSalle St. are looking for something different: stability, access, and a firm that treats them like a partner, not a number.

Why others have joined us:

A personal relationship with the firm’s executive committee
Private ownership with a plan for an independent future
Direct access to institutional-level investment expertise from our Office of the CIO
A boutique experience with elite support
Longstanding Fidelity clearing and custody relationship of 30+ years

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LaSalle St. - A Different Kind of Partnership

Our guide to a different kind of partnership

Most advisors considering a change in wealth management firms share the same goal: to do this once—and never again.

At LaSalle St., we believe that’s the right mindset. The most successful transitions start with long-term thinking, clear priorities, and a disciplined due diligence process.

That’s why we created The Final Firm Guide.

This guide is designed to help advisors make a confident, informed decision by:

Providing a playbook for asking strong questions during calls and home office visits
Avoiding common pitfalls and misconceptions
Learning to identify the best economic deal, not the biggest one
Giving you confidence to go with your gut to choose the right people and firm to do business with

Make your next move your final move.

Request Our Final Firm Guide

A True Partnership with LaSalle St. Provides:

01.

Industry-Leading Support

Personal, responsive service from people who know you by name, not a ticketing system.

97%

Advisor Satisfaction Rating

02.

Expert Guidance

Direct access to experienced professionals and senior leadership when decisions matter most.

75+

Years of leadership experience

03.

Financial Advantage

Our fee structures are designed to be simple and to help our advisors keep more of what they earn.

$0

No affiliation fees, No revenue sharing, No Charge for held away assets

04.

Practical Technology

We offer a flexible tech stack that powers your practice, allowing advisors to choose what they want to use.

Explore Our Technology

Equity Ownership & Long-Term Alignment

Our Equity Ownership Program reflects our commitment to long-term, private ownership and shared success. Eligible advisors gain a meaningful stake in the firm, aligning your growth with the future of LaSalle St.

A LaSalle St. partnership is a lifetime partnership. This isn’t about short-term incentives. It’s about stability, alignment, and shared accountability.

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Transition Timeline: What to Expect Week-by-Week

At LaSalle St., we provide comprehensive Transition Support Services to ensure a seamless experience for you and your clients. Our Transitions Support team is with you every step of the way, from pre-transition planning to post-transition support. With structured training, technology, onboarding, and hands-on assistance, we make your move as smooth as possible so you can focus on what matters most – serving your clients.

Request Our Transition Guide

LaSalle St. Transition Timeline:

6 Weeks Out

Audit current book of business
Evaluate technology and workflows
Begin organizing client data
Begin completing Direct Workbook (if applicable)

4 Weeks Out

Discuss client notification methods
Continue prepping client data for transition
Sign appointment paperwork (if applicable)
Complete and return U4 packet

2 Weeks Out

Data validation on direct business workbook (if applicable)
Notify clients of transition date

Transition Week

Platform and technology training
Setup access to LaSalle St.’s technology suite

Transition Day

Notify LaSalle St. of termination from current firm
Begin onboarding clients to LaSalle St.
Live tracking of accounts

Start a Conversation

Choosing a firm is a big decision, and it shouldn’t start with a sales pitch. A conversation with LaSalle St. is a chance to understand your options, ask direct questions, and see if our approach aligns with how you want to run your practice.

If you’d like to start communications via email, fill out the form below. Or, if you’d prefer to pick a time to meet that works for you, select a date on Zak’s calendar.

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