Daniel Jesse Kelchner

Daniel is the principal of Kelchner Search. He works from Newport Beach.

This is a relationship practice, not a process shop. Daniel runs the searches himself. He stays close to the field so the work is timing, not a cold map. Clients get a principal. People in the field get a principal. Not a junior researcher and a CRM.

The niche is narrow on purpose. RIA-channel and intermediary distribution. Territory-carrying roles at asset managers and alts-to-wealth platforms. Heads of Distribution, NSMs, and Heads of RIA on one side of the table. Regional Directors, Senior Market Leaders, external wholesalers, and RIA consultants on the other.

If you want a firm that covers every function in wealth, we are not that firm. If you want the person who already knows who will take the call, you are in the right place.