The Journey to Growth and Expansion

Mergers & Acquisitions

Advisor Seekers is your one-stop destination for expert guidance and support.

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Welcome to Advisor Seekers M&A, your trusted partner

in the world of independent wealth and Registered Investment Adviser (RIA) firms. Our mission is to empower and guide independent wealth management firms in their journey to growth and expansion. With years of industry experience, we specialize in facilitating acquisitions for independent firms looking to scale their operations. Our comprehensive services include identifying strategic acquisition targets, conducting due diligence, negotiating terms and navigating the complex world of structuring the deal. Whether you are a well-established RIA firm seeking to expand your footprint or a newer player looking to enter the market through acquisition, Advisor Seekers is your one-stop destination for expert guidance and support. Let us help you achieve your growth objectives and take your firm to the next level.


Recent Acquisitions

Wealth and CPA/Tax Firms:

Advisor Seekers is your premier destination for facilitating strategic partnerships between independent wealth management firms and certified public accounting (CPA) firms. We specialize in creating synergistic alliances that empower both parties to enhance their service offerings, expand their client base and maximize their competitive edge. With a deep understanding of the unique needs and regulations of both industries, we connect wealth management experts with CPA professionals, facilitating collaborations that provide comprehensive financial solutions. Whether you’re an RIA firm looking to add tax and accounting services to your portfolio or a CPA firm aiming to offer investment and financial planning, Advisor Seekers is your trusted resource for navigating the complexities of M&A, joint ventures and strategic alliances. Partner with us today and unlock new growth opportunities for your firm.

Are you looking for a succession plan?

Advisor Seekers is your dedicated partner in securing the ideal succession plan for independent wealth management and RIA firm owners. Our mission is to empower advisors to make informed decisions that maximize their compensation and, equally importantly, ensure a seamless transition without the need to sell or exit their business. With a deep understanding of the financial services industry, we work closely with you to identify the perfect succession structure that aligns with your goals and vision. Whether it’s finding the right successor, implementing an internal transition plan or exploring innovative partnership options, Advisor Seekers provides expert guidance and a personalized approach to safeguard your firm’s legacy and financial well-being. Discover the possibilities and secure your future with us today.

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