Uptick Financial- Advisor Recruiters And Consultants

Uptick connects advisors and businesses.

Financial Services

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Headquarters: Red Bank, New Jersey, United StatesSource: RevenueBaseRetrieved October 13, 2026
Employee range: 11 to 50Source: RevenueBaseRetrieved October 13, 2026
Published list appearances: 2 supported appearances ↗Source: RevenueBase lists

The company at a glance

What does Uptick Financial- Advisor Recruiters And Consultants do?

The company sources positions for clients and seeks candidates aligned with their vision. Uptick works with clients on broker-dealer or investment-advisory-firm transitions, custodial-platform changes, and increasing headcount.

Based on the company’s public LinkedIn information, supplied through RevenueBase.

Who it serves

The company lists LPL, Raymond James, RBC Wealth Management, Cetera, MassMutual, Osaic, Fisher Investments, and more than 50 additional firms as clients.

What the business offers

Services & capabilities.

Financial-services market intelligence

Uptick communicates competitive intelligence on wire-house, regional, independent broker-dealer, RIA, and hybrid landscapes.

Source: LinkedIn company description · Retrieved October 13, 2026

Explore the business in context

Company lists.

Supported appearances on published RevenueBase lists, including available memberships beyond displayed rankings.

#10OF 15

Red Bank

Investment firm recruiting companies

Snapshot: September 27, 2026

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#14OF 24

Red Bank

Investment consulting firms

Snapshot: September 25, 2026

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Positions describe ordering within each source list. See how lists are built ↗

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Uptick Financial- Advisor Recruiters And Consultants

#10 Investment firm recruiting companies

Snapshot: September 27, 2026

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  <img src="https://revenuebase.ai/companies/profiles/uptickrecruiting/recognition-companies-investment-firm-recruiting-companies-united-states-red-bank-20260928-38e13437d1037af44e3a6f69ceef8906bd23ce56fec75113490e89ec873b1afd.svg" alt="Uptick Financial- Advisor Recruiters And Consultants listed #10 on Investment firm recruiting companies, September 27, 2026" width="220" height="319" style="max-width:100%;height:auto;" />
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Sources & data notes.

RevenueBase prepared this profile from the company’s public LinkedIn information and RevenueBase company data. These source records were retrieved on October 13, 2026. AI helped summarize these sources, with a separate automated check against the source text completed on November 4, 2026. Directory positions use company-contact counts from separate saved list snapshots dated September 25, 2026 and September 27, 2026. How the company lists are built.

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