Understand your business
We learn about your firm, your priorities and what would make an opportunity worth pursuing.
WEALTH MANAGEMENT GROWTH ADVISORY
A clear direction
for your business.
We help financial advisors and firm owners grow, find the right partner and realize the value of their businesses.
A REASON TO TAKE A FRESH LOOK
The market is moving.
Know what matters for your business.
Independent platforms, buyers and capital providers are competing for wealth management businesses. Each brings a different offer, different economics and a reason to choose them.
AdvisorGrowth helps you cut through the noise, connect with relevant firms and compare what’s on the table. When an opportunity makes sense, we help you pursue it.
HOW WE HELP
Build. Grow. Partner. Monetize.
Build
Start your firm. Join an established firm. Explore independence.+
Compare independence, joining an existing firm and different affiliation models. Understand what you would own, what support you would receive and what you would keep after costs.
Start a conversationGrow
Recruit advisors and professionals. Acquire a business. Secure growth capital.+
Explore the people, acquisitions and capital that could help your business grow. Compare what each route requires and whether your current platform can support it.
Start a conversationPartner
Merge with another firm. Find a strategic partner. Join a larger platform.+
Consider what another firm or platform could bring to your business. Compare resources, culture, ownership and control before committing.
Start a conversationMonetize
Sell a stake. Plan succession. Sell your business.+
Explore a partial or full sale and succession alternatives. Look beyond the headline price to payment terms, your future role and continuity for clients and your team.
Start a conversationWORTH A CONVERSATION
What could your
business be worth?
An offer can change how you think about the business you’ve built. It can also raise important questions about ownership, your future income and how long you want to stay involved.
We help you explore potential buyers and investors, understand their proposals and evaluate the terms beyond the headline price.
From introduction to execution.
Connect with relevant firms
We facilitate introductions and help you compare the economics, resources and expectations behind each proposal.
Work through the details
We support negotiations and coordinate next steps with the parties involved.
FOR REFERRAL PARTNERS
We have the relationships.
You have their trust.
You know advisors and firm owners who may not realize what their business could be worth or which opportunities are available to them.
Introduce them to AdvisorGrowth. We lead the advisory process, and you share in the revenue from qualifying deals.
Explore the partner programLet’s talk about your business.
Find out which opportunities may be relevant, what the economics could look like and what it would take to pursue them.