Scale your RIA business, expand your offerings, and achieve your growth goals with strategic mergers and acquisitions.

AdvisorLaw's team of M&A experts provides comprehensive guidance for both buying and selling RIAs, ensuring a smooth and successful transaction.

Scale your RIA business, expand your offerings, and achieve your growth goals with strategic mergers and acquisitions.

AdvisorLaw's team of M&A experts provides comprehensive guidance for both buying and selling RIAs, ensuring a smooth and successful transaction.

Unleash Your RIA's Potential


Simplify the Process, Maximize Results

As a registered investment advisor (RIA), growth and succession planning are at the forefront of your mind. M&A offers exciting opportunities to scale your business, expand your service offerings, and unlock new strategic possibilities. But navigating the complexities of M&A can be a daunting task. Our team of M&A experts, guides you through every step of successful RIA transactions, understanding your unique challenges.

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What Our Clients Say About Us


  • “Listened to my needs, thorough and methodical process to get me from the start to completion, and attention to detail.

    – Steve Kennedy ⭐⭐⭐⭐⭐

  • “They did exactly what they promised.”

    – Tom Freeman ⭐⭐⭐⭐⭐

  • “Very happy with their service through the entire process. They set expectations from the beginning and delivered through a lengthy process.”

    – Bill H⭐⭐⭐⭐⭐

  • “Great advice, excellent coaching, flawless execution. Highly recommended!”

    – Dean Giella⭐⭐⭐⭐⭐

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What Our Clients Say About Us


  • “AdvisorLaw has been diligent in helping us through our compliance. They have a good process and they follow up regularly. Our entire team is very much in tune with the compliance requirements. I recommend them highly to fellow RIAs.”

    – Raj Rajendran ⭐⭐⭐⭐⭐

  • “Have worked in detail with the team of Erika and Wren to create and file ADVs. Doc Kennedy has supported along the way on legal issues. Great firm to work with, would highly recommend them for any advisor drafting documents or needing ongoing compliance support.”

    – Shane Farina ⭐⭐⭐⭐⭐

  • “Hard working group of folks assisting me in matters of expertise, on their end, with an emphasis on results.”

    – Rob Ryan⭐⭐⭐⭐⭐

Meet the Experts


Your Dedicated M&A Team


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Matt Durr, E.A.

Vice President of Mergers & Acquisitions
Read Bio

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Josh Barber

CIO & Co-Founder
Read Bio

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Veronica Canto

Case Director of
Mergers & Acquisitions

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Anthony Novelle

RIA M&A Account
Development

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Christina Duncan

RIA Compliance Analyst

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Josh Barber

CIO & Co-Founder
Read Bio

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Veronica Canto

Case Director of
Mergers & Acquisitions

Image

Anthony Novelle

RIA M&A Account
Development

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Christina Duncan

RIA Compliance Analyst

Meet the Experts


Your Dedicated M&A Team


Image

Matt Durr, E.A.

Vice President of Mergers & Acquisitions
Read Bio

Image

Josh Barber

CIO & Co-Founder
Read Bio

Image

Veronica Canto

Case Director of
Mergers & Acquisitions

Image

Anthony Novelle

RIA M&A Account
Development

Image

Christina Duncan

RIA Compliance Analyst

Meet the Experts


Your Dedicated
M&A Team

Image

Matt Durr, E.A.

Vice President of Mergers & Acquisitions
Read Bio

Image

Josh Barber

CIO & Co-Founder
Read Bio

Image

Veronica Canto

Case Director of
Mergers & Acquisitions

Image

Anthony Novelle

RIA M&A Account
Development

Image

Christina Duncan

RIA Compliance Analyst


Frequently Asked Questions


Entering the world of mergers and acquisitions (M&A) or looking to understand your business's value? This FAQ explores common questions about our M&A services and valuation expertise, helping you navigate key decisions with confidence.

Frequently Asked Questions


Entering the world of mergers and acquisitions (M&A) or looking to understand your business's value? This FAQ explores common questions about our M&A services and valuation expertise, helping you navigate key decisions with confidence.

 

 
 

 

Contact us today!

Contact Form Main

​AdvisorLaw LLC
11001 W 120th Avenue, Suite 100, Broomfield, CO 80021

303-952-4025

Schedule a complimentary consultation today!

OPTIMAL PRACTICE VALUATIONS Contact Form (#78)

11001 W 120th Avenue, Suite 100, Broomfield, CO 80021

(303) 952-4025

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