Sell Your RIA &
Practice Valuation
- Private RIA Buyer Network
- Practice Valuation & Multiples
- LOI Reviews & Offer Analysis
Access exclusive off-market deal flow and professional deal-structuring to grow your enterprise value.
- Buy a Practice or RIA
- Off-Market RIA Opportunities
- M&A Contracts & Documentation
I Want to Migrate
Secure your AUM and your reputation during a move. We provide the placement and defense to ensure a safe landing.
- Advisor Transition Placement
- U5 Defense & Strategic Placement
- Debt & Note Resolution
$1.5B+
$1B+
100%
The safety of your investment depends on the underlying contractual framework. AdvisorLaw facilitates ironclad documentation for a definitive close:
- Asset Purchase Agreements (APA)
- Buy-Sell Agreements
- Promissory Notes & Non-Competes
- LOI Reviews
Neutral Structural Oversight
AdvisorLaw acts as the central conduit between buyers, sellers, and counsel. We provide the neutral structural oversight required to facilitate a balanced match and a definitive close, ensuring that RIA valuations are defensible and transitions are seamless.
Why should I use one firm for M&A and recruiting?
How are these services funded?
For both our advisor transitions and our sell-side M&A network, we offer a $0-fee model for the advisor. Our success-based fees are typically buy-side funded, ensuring our interests are perfectly aligned with yours while you keep 100% of your equity or payout.
How does your defense background help my deal?
Most brokers only see numbers; we see the regulator. We use our deep compliance and U5 defense experience to scrub your firm before it hits the market, resolving red flags early to ensure you command a premium exit multiple.
Modernizing FINRA Arbitration: The Looming Threat to Form U5 Expungement
The Hidden Multiplier: How Clearing Your Record Today Maximizes Your RIA’s Exit Value
FINRA Panel Clears Baseless Advisory Fee Dispute For Florida Financial Advisor
RIA Partnership Disputes: The Critical Risk of CRD/IARD Super Account Administrator (SAA) Control
FINRA Panel Grants Triple Expungement For New York Financial Advisor
Success in M&A requires a team that understands both the deal and the regulator. By combining deep compliance expertise with M&A advocacy, we protect your equity from the unique risks of the wealth management industry.