Advisorbox believes that buying, selling, merging or recruiting an advisor/practice has as much to do with connecting the right people as it does with maximizing value. Advisorbox connects advisors interested in buying, selling, merging and recruiting so they can evaluate opportunities and each other in a uniquely personal and multi-faceted way.

Flip through the profiles of buyers, sellers, mergers and individual recruiters who are looking to connect. Advisors can make contact directly or utilize confidential inquiries. View all relevant business information as well as photos, videos and message to the target advisor.

About The Exchange

The Advisorbox Exchange connects buyers and sellers of RIAs and provides recruiting solutions for those looking for a new opportunity.

  • Browse buyer profiles
  • Connect with RIAs wanting to sell
  • Discover firms looking to merge
  • Search for recruiters at the top firms

Sign up and start connecting.

Succession Planning

Having an exit strategy is critical to making the most of the hard work you put in to growing your business. Advisorbox succession planning helps you sell or merge with another firm that has the same values and culture you do.

Connect with a Consultant on how to get started today.

Contact a Consultant

For help getting started, or to sign up as a Buyer, Seller, or a firm looking to merge, get in touch with our expert advisors. We'll walk you through every step and advise you on presenting yourself in the best light to active buyers and sellers.

Contact an Advisorbox Consultant »