Appraise your firm, tap into our exclusive buyer network, and seize your AUM ambitions.
M&A experts match sellers and buyers through exclusive listings with no subscription charge or volume requirements.
Appraise your firm, tap into our exclusive buyer network, and seize your AUM ambitions.
Appraise your firm, tap into our exclusive buyer network, and seize your AUM ambitions.
M&A experts match sellers and buyers through exclusive listings with no subscription charge or volume requirements.
M&A experts match sellers and buyers through exclusive listings with no subscription charge or volume requirements.
Growth & Succession Simplified
Growth & Succession Simplified
Growth & Succession Simplified
As a registered investment advisor (RIA), you are concerned about growth and succession planning. Our M&A division presents dynamic opportunities to scale your business, broaden your service offerings, and unlock new strategic possibilities. Our veteran team can guide you through every step of successful practice acquisition to meet your specific needs.
What Our Clients Say About Us
What Our Clients Say About Us
What Our Clients
Say About Us
What Our Clients
Say About Us
"Hard working group of folks assisting me in matters of expertise, on their end, with an emphasis on results."
- Rob Ryan⭐⭐⭐⭐⭐
"Great advice, excellent coaching, flawless execution. Highly recommended!"
- Dean Giella⭐⭐⭐⭐⭐
"Listened to my needs, thorough and methodical process to get me from the start to completion, attention to detail"
- Steve Kennedy⭐⭐⭐⭐⭐
"Very happy with their service through the entire process. They set expectations from the beginning and delivered through a lengthy process."
- Bill H⭐⭐⭐⭐⭐
"Hard working group of folks assisting me in matters of expertise, on their end, with an emphasis on results."
- Rob Ryan⭐⭐⭐⭐⭐
"Great advice, excellent coaching, flawless execution. Highly recommended!"
- Dean Giella⭐⭐⭐⭐⭐
"Listened to my needs, thorough and methodical process to get me from the start to completion, attention to detail"
- Steve Kennedy⭐⭐⭐⭐⭐
"Very happy with their service through the entire process. They set expectations from the beginning and delivered through a lengthy process."
- Bill H⭐⭐⭐⭐⭐
Meet Your Experts
Meet Your Experts
Meet Your Experts
Josh Barber
CIO & Co-Founder
Veronica Canto
Case Director of Mergers & Acquisitions
Matt Durr, E.A.
Vice President of Mergers & Acquisitions
Jason Kirkland
Executive Director
Anthony Novelle
RIA M&A Account
Development
Courtney Raymond
Director of RIA Development
Stacy Santmyer
Executive Vice President
Buying an RIA
Buying an RIA
Buying an RIA
Are you aiming to broaden your RIA's footprint? With AdvisorLaw's exclusive buyer network, you gain exclusive access to off-market RIA listings, offering a strategic edge for firms focused on aggressive growth.
Are you aiming to broaden your RIA's footprint? With AdvisorLaw's exclusive buyer network, you gain exclusive access to off-market RIA listings, offering a strategic edge for firms focused on aggressive growth.
Our extensive industry connections and legal expertise enable you to discover and seize valuable acquisition opportunities. Joining our network and meeting potential partners comes at no cost to you.
Our extensive industry connections and legal expertise enable you to discover and seize valuable acquisition opportunities. Joining our network and meeting potential partners comes at no cost to you.
Our fee is based solely on successful transaction completion, aligning our goals with yours for maximum impact.
Our fee is based solely on successful transaction completion, aligning our goals with yours for maximum impact.
Revenue
Transitioned
Revenue
Transitioned
Urgent: Expunge Certain BrokerCheck Disclosures Before FINRA’s Deadline
Marketing Rule Audits: Can Your Firm Pass The Test?
The SEC’s Focus On Ad Hoc Creditors’ Committees: A Critical Alert For RIAs
Splitting Away From FINRA: Why Advisors Are Choosing The RIA Path
State RIA Enforcement: What Advisors Need To Know
Selling Your RIA
Selling Your RIA
Selling
Your RIA
AdvisorLaw offers expert guidance and access to our exclusive buyer network connecting you with a curated network of qualified buyers.
Ready to transition your legacy? Take advantage of our complimentary valuations to determine the accurate market value of your practice and facilitate a smooth sale.
Join our network at no cost and meet potential buyers without any seller fees. Our success-based fee structure aligns our interests with yours, focusing on maximizing the return on your life's work.
AdvisorLaw offers expert guidance and access to our exclusive buyer network connecting you with a curated network of qualified buyers. Ready to transition your legacy? Take advantage of our complimentary valuations to determine the accurate market value of your practice and facilitate a smooth sale. Join our network at no cost and meet potential buyers without any seller fees. Our success-based fee structure aligns our interests with yours, focusing on maximizing the return on your life's work.
$0 Seller Fees
$0
$0
$0
Seller Fees
Seller Fees
Frequently Asked Questions
Frequently Asked Questions
AdvisorLaw’s valuation tool is powered by Clifton Allen Larson, a top-10 CPA firm. Customized to calculate the values of financial advisory practices, our report contains a comprehensive SWOT analysis, industry comparisons, potential deal terms, tax ramifications, and more.
Frequently Asked Questions
Frequently Asked Questions
AdvisorLaw’s valuation tool is powered by Clifton Allen Larson, a top-10 CPA firm. Customized to calculate the values of financial advisory practices, our report contains a comprehensive SWOT analysis, industry comparisons, potential deal terms, tax ramifications, and more.
RIA Contract Solutions
RIA Contract Solutions
RIA Contract Solutions
We can support you with your contract needs. From initial negotiations to final closing, our comprehensive contracting and legal services team provide expert support for all your RIA contracting needs.
We offer tailored legal support, providing clarity and protection through well-structured LOIs, Acquisition Agreements, buy/sell agreements, operating agreements, branch agreements, investment advisor representative agreements, succession plans, and more.
Our deep understanding of the financial advisory landscape allows us to navigate the complexities of these legal documents, safeguarding your interests and facilitating smooth, successful transactions.
We can support you with your contract needs. From initial negotiations to final closing, our comprehensive contracting and legal services team provide expert support for all your RIA contracting needs. We offer tailored legal support, providing clarity and protection through well-structured LOIs, Acquisition Agreements, buy/sell agreements, operating agreements, branch agreements, investment advisor representative agreements, succession plans, and more. Our deep understanding of the financial advisory landscape allows us to navigate the complexities of these legal documents, safeguarding your interests and facilitating smooth, successful transactions.