Helping RIAs Grow, Transition & Maximize Firm Value

AdvisorLaw provides exclusive access to off-market RIA listings through our dedicated buyer network, giving you a strategic edge for aggressive growth.

We represent your interests from start to close, handling everything from sourcing the right match and negotiating terms to preparing the deal structure. This includes evaluating each financial advisor's book of business for sale to ensure client retention, revenue quality, and long-term growth alignment.

Our expertise covers purchase agreement review, succession planning, regulatory compliance, tax implications, and managing buyer/seller risk, ensuring a smooth and successful acquisition. Joining our buyer network is free of charge.

We offer a complimentary, comprehensive valuation service to accurately determine the market value of your RIA practice, with no pressure or obligation.

When you're ready to sell, we provide expert guidance and access to our exclusive network of qualified buyers. Our success-based fee structure means you pay no seller fees to join our network or meet potential buyers, aligning our interests with yours to maximize the return on your life's work and facilitate a smooth transition of your legacy.

AdvisorLaw stands apart by working exclusively within the financial services industry, offering deep insights into firm valuation, regulatory risk, and advisor-client dynamics. Unlike generic M&A advisors or brokers, our approach is "advisor-only" and "value-maximizing."

We prioritize your legacy, relationships, and future, ensuring the best possible outcome whether you're planning retirement or expanding your footprint, without subscription charges or volume requirements.

Yes, our comprehensive contracting and legal team through our sister law firm provides expert support for every stage of your RIA M&A transaction, from initial negotiations to final closing.

We help you navigate the complexities of these deals, starting with the Letter of Intent (LOI). This crucial document is the first step in your due diligence process. We'll ensure your LOI is well-structured to protect your interests and set a solid foundation for the rest of the deal.

Our support doesn't stop there. We provide tailored services for all key agreements, including Acquisition Agreements, buy/sell agreements, operating agreements, branch agreements, investment advisor representative agreements, and succession plans.

AdvisorLaw's M&A division presents dynamic opportunities to scale your business, broaden your service offerings, and unlock new strategic possibilities. Whether you are focused on inorganic growth through acquisitions or planning for the eventual succession of your practice, we simplify the process.

By matching sellers and buyers through our exclusive network and providing expert guidance on valuation, deal structuring, and legal agreements, we help RIAs achieve their growth ambitions and secure their future.

Timelines vary based on firm readiness, valuation expectations, and buyer fit, but many RIA transactions take several months from valuation to closing. Early planning can significantly improve deal speed and certainty.

No. Succession planning for financial advisors often begins years before an exit. Early planning helps preserve optionality, improve valuation, and ensure client continuity—whether or not a near-term sale is planned.