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Company profilewellington.group ↗

Wellington Group

Wellington Group is a senior recruiting firm that supports financial advisors with career navigation.

Financial Services
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Headquarters
Newport Beach, California, United StatesSource: RevenueBaseRetrieved October 13, 2026
Employee range
1 to 10Source: RevenueBaseRetrieved October 13, 2026
Founded
2001Source: RevenueBaseRetrieved October 13, 2026
Published list appearances
38 supported appearances ↗Source: RevenueBase lists
The company at a glance

What does Wellington Group do?

The firm assists wealth management firms with sourcing talent.

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

Who it serves

The firm serves financial advisors seeking a move to a wirehouse, independent broker-dealer, or RIA.

What the business offers

Services & capabilities.

Senior recruiting

The firm assists wealth management firms in sourcing talent.

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.

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

Share your recognition

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BADGE PREVIEWWellington Group listed #10 on Professional services recruiters, September 28, 2026Open the published source list.
Wellington Group

#10 Professional services recruiters

Snapshot: September 28, 2026

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Company information

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 3, 2026. Directory positions use company-contact counts from separate saved list snapshots dated September 3, 2026, September 4, 2026, September 5, 2026, September 13, 2026, September 18, 2026, September 20, 2026, September 23, 2026, September 25, 2026, September 26, 2026, September 27, 2026, September 28, 2026, September 29, 2026, September 30, 2026 and October 11, 2026. How the company lists are built.

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