Why Recruiters Choose Veranovia OSJ

Who We Work With

Veranovia offers limitless opportunities for every type of advisor. Whether your candidate is a top producer, an emerging solo advisor, a breakaway team, an RIA, an insurance professional, or a career changer with business development experience, we have the flexibility, resources, and relationships to help them thrive.

We support independent, hybrid, RIA-only, dual-licensed, and insurance-only models in all 50 states with both remote and in-office options.

Transition Support

We offer competitive transition money for qualifying advisors based on their business model, production, and long-term goals. Support may come from Cambridge, Veranovia, or both, but it is always structured to create a smooth landing and long-term growth.

OUR CORE BELIEFS

Veranovia empowers independent professionals to scale with purpose by providing access to experienced support, intentional infrastructure, and a trusted network, so they can grow their businesses without growing alone.

Structured Transitions That Build Confidence

The first 90 days are seamless. From license transfers and U4 filings to tech setup, compliance onboarding, and client communication tools, our process eliminates confusion and keeps advisors focused on clients.

Choice of Clearing Firm

Advisors are not locked into one path. We support NFS, Schwab, and Pershing, allowing candidates to stay with what they know or move to the firm that fits their future goals.

Tech-Forward and Future-Ready

We combine a modern tech stack with automation and integration support. Advisors gain access to eMoney, Wealthbox, Microsoft 365 E5, SharePoint, MyRepChat, and YCharts, along with full onboarding and training support.

Direct Access to Leadership

Advisors have open communication with both our leadership team and Cambridge’s executive leadership. No corporate maze, just fast access to decision-makers.

Industry Conferences and Networking

Advisors attend national conferences, industry events, and collaborative workshops, gaining exposure to peers and industry leaders.

Built to Retain, Not Just Onboard

We are not a landing pad. We are a launchpad. Advisors receive ongoing development, wellness resources, branding support, and access to a collaborative network for long-term success.

Why We Partnered with Cambridge Investment Research

We partnered with Cambridge because they align with our vision for a better industry. Cambridge is one of the top independent broker-dealers in the country, offering:

  • $1.88B in Total Revenue*
  • $235B in Assets Under Advisement (AUA)*
  • Advisor-owned and client-first culture
  • Recognition as a top BD by Investment Advisor and Financial Planning
  • Consistent service, compliance, and flexibility
  • Support for independent, hybrid, and fee-only models
  • Award-winning workplace culture, ethics, and innovation (see full list at joincambridge.com
  • Access to Cambridge’s executive leadership for direct collaboration

What Recruiters Ask Us Most

We partnered with Cambridge because they align with our vision for a better industry. Cambridge is one of the top independent broker-dealers in the country, offering:

Why was Cambridge Investment Research chosen as the Broker-Dealer?
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How do you support advisors during the transition?
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Can you share your payout structure?
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How do you work with recruiters during the process?
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Let’s Talk

If you represent advisors who want more, we would love to explore how we can work together. We are relationship-driven, transparent, and focused on long-term success for every placement.

Have a candidate in mind?