How We Started

Advisorbox 2.0 is our 20 year anniversary of the bootstrapped virtual work from home business model we first launched two decades ago. While the virtual world is commonplace in 2024 it was just becoming a thing in 2004 which was before smart phones, social media, wi-fi, the cloud, and GPS. 

In 2004 we established RJ & Makay a firm focused on experienced advisor recruiting and transitioning, next-gen advisor recruiting and training programs, and non-advisor human capital solutions for the financial services industry. In 2012 we transitioned completely to an independent channel focus and changed our name to Advisorbox coinciding with expanding our human capital solutions to encompass acquiring, selling, succession, and lending solutions for independent advisors. Our spinoff launch of AdvisorLoans in 2015 followed by our vision of expanding technology solutions in 2018 marked new and converging paths.

We work in different acquisition and succession ecosystems in the advisorverse, exposing us to a diverse range of deal structures, workarounds, banks, vendors, specialists, and know how. Our firms have placed over 1,000 advisor and financial professionals with tens of billions in assets transitioned. Through AdvisorLoans we’re now surpassing 400 closed advisor loans and consulted with hundreds more on their SBA and conventional loan options, strategy, and pre-qualification.

AdvisorBox 2.0

AdvisorBox has spent years streamlining the value we provide by transforming into a tech platform designed to assist the maximum number of advisors in the ways we know best. We’ve consolidated our knowledge and connections and integrated them into a platform specifically developed for this purpose. AdvisorBox has now fully transitioned into a technology firm, offering our solutions in a more current and effective manner.

Since 2018, AdvisorBox no longer directly recruits advisors, sources selling advisors or succession advisors, places corporate or branch leadership and staff, or connects next-gen advisors with local RIAs. Instead, we utilize our AdvisorBox platform technology to instill confidence, clarity, and direction for advisors, aiding them in achieving success with inorganic growth and navigating owner transitions and succession.

Our technology enables advisors to succeed with these solutions, saving significant time and effort while providing clear guidance on what and who to know. In many cases, our platform saves advisors the most by eliminating the need to pay AdvisorBox a matching, placement, or broker fee for successful connections.

The AdvisorBox Builder was created to reduce the costs advisors incur for continuity and succession plans, as well as purchase and partner buyout agreements needed for the 70% of advisors with straightforward structures and goals.

Our free LoanBox platform helps advisors save time, stress, and frustration by matching them with the right lender for their loan on the first attempt. Advisors can pre-screen and then complete the loan package, with responses feeding into our algorithms that match 100% of dozens of criteria from top lenders specializing in both conventional and SBA lending. Work directly with the winning lender you select while having access to tools, insights, and human support whenever needed. Not only is it free, but it’s also the fastest, easiest, and least stressful way to get your loan funded with minimal human interaction if that’s your preference.

The M&A sourcing and brokering we focused on in the past is now channeled through our robust AdvisorPortals, Marketplaces, and IRM System. Rather than charging success fees, we now only charge an annual app membership. For advisors who are generally in agreement and would like us to orchestrate and navigate everything, including purchase agreements and exhibits, we offer deal mediation services to our AdvisorBox members for a flat fee of $10,000.

Our technology allows us to leverage our experience and expertise to serve more advisors than ever before, appealing especially to those financial advisors who are accustomed to advising themselves. A significant amount of wasted money and time is often lost by advisors who initially follow the wrong path, engage the wrong vendors, act on misinformation or misguided strategies, or try to navigate everything alone.

We invite you to explore if AdvisorBox is the right toolbox for you.