Advisorbox provides acquisition solutions to RIAs, wealth and investment management firms, investment banks and advisors. Advisorbox's scale and expertise helps us solve one of our client's biggest challenges in business acquisitions: finding quality practices to acquire.

Many buyers have become frustrated trying to locate advisor practices ready for succession implementation. Unlike most other industries, qualified buyers far outnumber sellers of financial practices.

Advisorbox specializes in providing timely access to selling advisors.

Advisorbox Solutions for Buyers:

  • Quality Control on Acquisition of Practices
  • Advisor Tuck-In Recruiting and Consulting
  • Evaluation of Acquisition Opportunities
  • Local and National Acquisition Options
  • Consultation Regarding Regulatory Requirements
  • Staff Training and Hiring Solutions