Pete – MD

Prior to me working with Scott and AdviserXchange, we had come up with no acquisition results during a three or four year period. I had subscribed and paid for a number of other acquisition and broker services, but all had produced nothing. Finally, we started working with AdviserXchange, and since 2012, we have had opportunities to interview, meet and acquire numerous seller practices. In that time, we have bought or absorbed 6 other practices. AdviserXchange has helped us to realize our original growth vision, and we are still working on achieving more. This firm has been an amazing resource to us.

Leverage the Platform

Use the Marketplace and other relevant services to reach your objective.

Identify Candidates
Connect and Engage
Close Your Transaction

Get Started

Access the AdviserXchange Marketplace today!

Create a Free Account