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ContinueWhether you’re looking to finance your next opportunity, acquire a practice, or plan your succession, we offer the solutions, capital, and access to a supportive community to guide you through the ups and downs of running a healthy financial practice.
To stay ahead and achieve long-term success, you need a complete toolkit. Our succession planning marketplace is more than a growth engine—it connects you with opportunities to expand your business, acquire new practices, and source talent, while also offering solutions for a smooth transition when you’re ready to exit the industry.
Securing your practice’s future is about more than planning—it’s about aligning your goals with a long-term strategy. The Alignment & Equity Program allows you to retain control while accessing capital and growth opportunities, including equity participation, and maximizing your potential by aligning with the collective success of our community
As a financial advisor, you’ve built a legacy worth protecting. The Advisor Protection Program ensures your clients and beneficiaries are cared for in the event of the unexpected. Whether you’re crafting a succession plan or have one in place, this safeguard gives you peace of mind. Hear from our advisors who have successfully navigated this path.
Growing your practice through mergers or acquisitions requires the right strategy and support. With expert guidance, you can evaluate deals, navigate negotiations, and ensure seamless integration of acquired practices—positioning your practice for long-term growth with confidence.
Want to connect with like-minded advisors who share your passion for growth and independence?
Ready to experience real independence? Get the guidance and support you need to build the practice of your dreams.
Business Development Manager
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Ready to experience real independence? Get the guidance and support you need to build the practice of your dreams.
Business Development Manager
Director of Business Development
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Barron’s “Top 100 RIA Firms” ranking is based on factors such as assets managed, technology spend, staff diversity, and succession planning. Investor experience and returns are not considered in this evaluation. Neither Private Advisor Group nor its financial advisors pay a fee to Barron’s for inclusion in the ranking. Barron’s ranking was given on September 16, 2024 based on data from July 1, 2023 to June 30, 2024. This ranking is not indicative of future performance.
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