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About Advisor Hunt

Financial Advisor Transition Services We Provide​

Advisor Hunt Platform™

Enhance your practice. Reduce your burdens.

Choosing the right platform is critical. Advisor Hunt® helps you identify Wealth Management Platform that differentiate you in the marketplace, minimize your administrative load, improve operational efficiencies, and keep you focused on your clients.

Advantages:


Explore Advisor Hunt™ Wealth Platform

Advisor Hunt M&A™

Protect your clients. Secure your legacy.

Execute your succession professionally through a wealth management broker. Advisor Hunt® matches the right buyers with the right sellers, structures deals to maximize outcomes, and drives the transaction process leading to successful successions.

Advantages:


Explore Advisor Hunt M&A™ Consulting


Why Advisors Trust Advisor Hunt™ For Financial Advisor Transition

Advisor Hunt™ is for Financial Advisors
, Independent RIAs
, Advisor’s for retirement plans ,
RIA Platforms
and Portfolio Managers.
In today’s rapidly evolving industry we bring you:

Know your Client

M&A Expertise

Decades of Experience

Confidential Processes

Key Industry Challenges We Solve

Outgrown your platform

We confidentially investigate and compare alternatives for you. We do the work. You get the benefits.

We help you define the optimal successor profile and then we headhunt far and wide for the right fit.

We help you structure and execute a deal that aligns buyer and seller interests to maximize outcomes – for you and for your clients.

We confidentially investigate and compare alternatives for you. We do the work. You get the benefits.

We help you define the optimal successor profile and then we headhunt far and wide for the right fit.

We help you structure and execute a deal that aligns buyer and seller interests to maximize outcomes – for you and for your clients.

case studies - advisor hunt

Meet the team

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Testimonials

Sebastien M.
Retired Advisor

My Advisor Hunt™ consultant found just the right buyer for my practice. I was looking for years while at the same time trying to keep it confidential that I was wanting to retire. They reached out at just the right time for me!

Mary S.
Widow of Advisor

My husband’s cancer developed quickly. Advisor Hunt™ really helped us through the sales process, brought us qualified buyers within a couple of weeks and made sure that I was protected in the transaction. They really helped us when we needed it.

Michael S.
Independent RIA

My partner and I were restricted to mutual funds and were getting close to $160M AUM between the two of us. We knew that we needed to progress but didn’t know to where. The guys at Advisor Hunt™ opened our eyes to independents that we had not even heard of. We learned a lot through the financial advisor transition process, are very happy with our choice, and though we lost a few clients in the transition, we more than made up for those within the first six months. Our only regret was not making the move sooner! The financial advisor transition ultimately positioned us for faster growth.

Jacky W.
Portfolio Manager

I plan to retire in about 5 years and hadn’t really thought much about changing platforms, but the guys at Advisor Hunt™ walked me through the benefits to my clients and how I could get the most out of my 30 years as an advisor. I really recommend listening to their Double Dip to Retirement pitch. My life has gotten easier since I upgraded platforms and my buyout is set, taking that load off my mind completely so that I can service my clients without distractions—proof that a well-managed financial advisor transition works.



E-book

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$200


E-book

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$200

General FAQs

We work with all financial advisors including investment, insurance, planning, portfolio management, RIA and other financial advice. The commonality is that our clients must have a loyal clientele (ie. own their practices / books.)

We work with all financial advisors including investment, insurance, planning, portfolio management, RIA and other financial advice. The commonality is that our clients must have a loyal clientele (ie. own their practices / books.)

It’s not the size that counts, but rather practice / book ownership. We work with advisors whose practice sizes range from boutique to billions in assets.

It’s not the size that counts, but rather practice / book ownership. We work with advisors whose practice sizes range from boutique to billions in assets.

Advisor Encore™:
Stay Engaged, Add Value,
Be Part of the Team.



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