Acquiring a Broker-Dealer or RIA

Elite Consulting Partners serves as an intermediary to help facilitate the purchase, sale and/or merging of Broker-Dealers, Independent RIA’s and Advisory practices.

Whether you are looking to buy or sell a Broker-Dealer, RIA, Individual Practice, or just trying to find a new firm to move your practice to, we can help you achieve your goals. We will utilize our vast industry knowledge and resources to guide you through your due-diligence process.

Elite Consulting Partners does not charge you a fee to list your Broker-Dealer, RIA, or Individual Practice or be required join a email list in order to receive announcements on inventory and opportunities. The information we recieve from you remains confidential until you give us permission to share it with a potential seller.

We keep a active list of acquisition opportunities for our Buy-Side clients to consider. Our professional team can help you acquire new revenue, new AUM, and new advisors that will have an immediate and positive impact on your operation.

Obtaining advisors and AUM through acquisition is an ideal way to add additional revenue and assets for your business. As the acquiring broker-dealer you will only pay our fee once the deal as been completed. Our fee varies in size and term based on the sellers total advisor revenue.

For more information on how we can help you grow your advisor headcount, AUM, and total revenue please call us today at 856.316.4651 or fill out our Acquiring Firm Information form and we will contact you shortly.