Helping Top Advisors Find Top Firms
Accelerating successful transitions for advisors in search of a new BD, RIA, OSJ, or independent model.
Advisor | Advocate | Accelerator
Are you looking for firms that deliver on their promises?
Founder Michael Gordon
Top advisors are tired of firms underdelivering on their sales pitch. How do you sift through the noise and find a partner who gives you the support you need to chase your vision?
When you’re ready to upgrade your RIA, BD, or OSJ, we’re here to help you transition to a better firm faster, with less stress, and more financial reward.
3 Kinds of Advisors We Serve
Over 20 years of serving advisors, we mainly help advisors facing 3 kinds of transitions.
Going Independent
For advisors looking to disengage from the traditional bank and wirehouse platforms and transition to more innovative independent firms.
Firm Upgrades
For advisors who are already independent but are looking for a stronger partnership from their RIA, BD, or OSJ.
Exit Planning
Exit well financially while knowing your clients are in good hands. We help you source and vet potential buyers as well as structure your deal to align with your priorities.