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.

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
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 fee is based solely on successful transaction completion, aligning our goals with yours for maximum impact.

Splitting Away From FINRA: Why Advisors Are Choosing The RIA Path

State RIA Enforcement: What Advisors Need To Know

Anticipating Document Review Deficiencies: A Case For Acting On AdvisorLawâs Recommendations

Outside Business Activities: Minefield For Financial Advisors

Bay Area Advisor Restores Perfect, 30-Year BrokerCheck Records With Termination Expungement
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.