For 15 Years, Delivering Solutions to Advisors and Firms In An Industry Where Results Matter

  • Recruiting & Transition

  • Selling & Succession

  • Hiring & Acquiring

  • Lending & Financing

  • Recruiting

  • M&A

  • Strategic Initiatives

  • Lending Programs

Advisorbox is a National Advisor Solutions Provider

Headquartered in downtown Breckenridge, Colorado.

Join the dozens of clients that come visit us and our town.

Tip: Ski trips and Fly Fishing excursions are easier to justify (and write off) when it’s combined with a business purpose.

Free Resources for Advisors Created by Advisorbox

We’re thankful for the relationships and the benefits this industry has provided us over 15 years, so in the spirit of trying to give back, we created 4 free resources:


Our insights, tips, ideas and best practices, consolidated  on industry topics surrounding recruiting, M&A, acquisitions, selling, succession, leveraging financing, and inorganic growth. We regularly add new topical BluePapers and add new segments to existing ones.

BluePaper Bullets

We post weekly (usually) new segments which are then updated into the related topical BluePapers. We have over 20,000 advisors opted-in to our weekly BluePaper Bullets email and hundreds who have opted-in to receive a link by text.

Vendor Directory

We created and maintain our Vendor Directory as a free resource for both advisors and vendors. Find over 200 vendors specializing in providing products and services to advisors and firms.


This free calculator is a fun (from our perspective) interactive  market-based valuation estimate model. Jointly created with our friends at SRG, the  calculator is only for general ballpark value estimate of an independent financial advisory business.

Our Leadership Team

Darin Manis
Managing Partner

Darin Manis, Managing Partner Darin started in the industry in 2001 in wirehouse advisor recruiting and established advisor recruiting firm RJ & Makay in...

Scott Fleming

Scott Fleming, President Scott Fleming has recently joined Advisorbox as our President.  Scott has been in the financial services industry for over 30 years,...

Greg Noble
Senior Vice President

Greg Noble, Vice President Greg serves as Vice President of Advisorbox.  Greg is one of the industry’s top producing advisor and manager recruiting professionals....

William Summers
Senior Vice President

William Summers, VP of Technology & Digital Marketing William has been in charge of IT and Digital Management for Advisorbox since 2012. He has...