
Advisor Legacy is a comprehensive M&A firm, helping financial advisors grow, protect and transition their practice. We have a personalized, consultative approach. Our experts, with over 150 years of experience in the financial services industry, understand that your practice is more than a business - it is a legacy built on decades of developing meaningful client relationships.
We believe that for these types of sensitive transactions, advisors make better decisions when they have help. We don't just supply reports and numbers - we provide true understanding, strategy, and guidance. Helping financial advisors build and transition their legacy is what we do.
Meet Our Advisory Team
Our advisors come from different backgrounds and seamlessly work together to ensure a great end-to-end experience for you.
Get Started Today
Complete our Quick Practice Value Estimator and begin taking action to plan your future.
Have Questions? No problem - We can help!
You can send us a contact form and we will ensure that the right person from our team reaches out to you. Or you can click on our live chat option (bottom right-hand of page) to speak with someone during normal business hours.