Recruiting and transition consulting and placement services for producing retail and institutional advisors.

Depth of options, structures, models, and platforms for advisors of all shapes and sizes.

Monetization strategies through recruiting deals and succession timing foresight.

Our consultative approach to our advisor agent and advocate model, has made Advisorbox an industry leader for turnkey recruiting solutions. If you’re a producing advisor either on the retail or institutional side and the gatekeeper of your relationships, we offer you complementary yet comprehensive recruiting services.

We help brokers, RIAs, and advisors at IBDs explore and compare recruiting model and firm options and then navigate the process with you the entire way.

If you are actively exploring your options or just poised for a better opportunity we would love to speak with you. We can’t wait to learn about your business, goals, and preferences and share how we can help you open your potential through the right recruiting transition.    

Help advisors and their practices with inorganic growth strategies and implementation.

Connect advisors with other advisors looking to merge, tuck-in, or affiliate. 

Maintain free Buyer List we pool from to hand pick and introduce qualified advisor acquirers with our seller and succession clients.

About 30% of financial advisors are reaching retirement age over the next ten years and right now about 70% of them don’t have a succession plan or successor.

Growth minded advisors know this is an unprecedented opportunity to implement successful inorganic growth strategies. But how do buyers take full advantage of the pending tidal wave of available practices for sale? Call Advisorbox.

Most every advisor it seems wants to acquire a quality practice, especially one located in their backyard. Unfortunately, for eager acquirers, the tidal wave of sellers hasn’t hit yet. Currently, it is a sellers market and competition for quality practices for sale is fierce.

On your own, or partnered with the wrong firm or broker dealer, the challenge can be daunting. We help buyers maximize the acquisition support you receive from your BD or custodian, provide introductions to sellers we feel you would be a strong match for, and even help you figure out how much financing you prequalify for and then help you secure the acquisition loan.

Assisting advisors looking to sell or slow down with strategies to maximize their monetization and minimize their stress.

Turnkey process for seller. We also connect seller with vendors we trust as needed in the process. 

Help wirehouse advisors sell their practice externally instead of only receiving pennies on the dollar through sunsetting.

Advisorbox provides turnkey solutions for advisors looking to sell all of their practice now or incrementally over time. We help both independent advisors implement succession options and exit strategies as well as brokers to sell into the independent side instead of sunsetting.

We believe that unlocking the equity in your practice and fulfilling your exit strategy can often be as much an emotional decision as it is a financial one. Finding the right successor with the values, competency and cultural match for the clients you’ve spent a career developing, is essential for a truly successful transition.

There is a lot to consider when selling and sellers have a lot of questions. We start of with a consultation conversation to learn about your practice, preferences and retirement timeline. We’ll share what we are seeing in the industry’s M&A landscape and the services we offer.

When you’re ready to begin we’ll navigate the process with you through valuation, seller matchmaking, deal, and closing.

Develop financing strategies and structures for firms to utilize as a recruiting and acquisition tool for their affiliated or joining advisors.

Utilize AdvisorLoans and their open lender architecture, to provide lending options for clients hiring, acquiring, or expanding. 

Loan advisory consultative model to compare SBA, Tri-Party, and Conventional loan programs.

Our model is to be a consultitive Loan Advisor to the Financial Advisor. We advocate for the advisor. We’re not a proprietary sales person (Loan Officer) for one bank representing a single bank’s interest. We believe choice is good for advisors, sit at the same side of the table as the advisor borrower, and are unbiased which lender the advisor utilizes. Our focus is to get the best loan type and deal for the advisor borrower by utilizing our lending network and financial industry competency to the benefit of the advisor.

AdvisorLoans supports our Financial Advisor Borrower clients by consulting about the financing  options that match their goals, pre qualifying against our Lender Network underwriting criteria, packaging the loan, and to be your liaison throughout the entirety of the loan process.