Who we are
Advisor Broker is a community of financial advisors, able to connect with buyers and sellers of a book of business. This platform was designed to ensure buyers, sellers and transitioning advisors receive fair market value or better for their book of business.
We are here to help you
A platform that enables financial advisors to use available information, to securely and privately explore opportunities to buy, sell or transition their book of business.
Let’s keep everything between us
All information collected is kept strictly confidential and will not be disclosed or shared with any third party without express consent by the financial advisor and/or investment firm.
How It Works
Please view our video and discover how advisor broker can be of service to you. This platform was designed to create a marketplace to explore opportunities to transition an Advisor's book of business both internally and externally. Advisor Broker is a tool that partners with Advisors and firms to help galvanize a successful transition or exit strategy.