Solution introduction

We connect advisors to opportunities nationwide

AdvisorBid is the first and only patent-pending modern marketplace for financial advisors

We provide a revolutionary platform that simplifies financial advisor transitions by revealing opportunities within financial services and connecting FAs to leading broker-dealers, custodians, RIA's, and advisor resources.

By empowering you to

Transition - get offers from broker-dealers simultaneously
Are you looking to make a move and transition broker-dealers? Great! Let AdvisorBid make this otherwise tedious process a cinch by walking you through the process of providing the information necessary for your transition, then select which broker-dealers you're interested in receiving offers from.

Breakaway - to start or join a RIA
Going independent has never been easier. Not only does AdvisorBid walk you through the process of providing all the information you need to get the ball rolling, it lets you directly choose which member broker-dealers, RIAs, OSJs and Hybrids you want to receive offers from. Once you're done making your selection, just sit back and let the offers come your way.

Buy - a book of business
Are you looking to acquire a book of business? Great! Get ready to spend days calling every advisor you think might be interested in selling their practice. Or you could simply log into your AdvisorBid account and run a simple search. Really - it's whatever you're into.

Sell - your business for top dollar
In the old days, selling your book of business was a nightmare. There was no centralized marketplace on which to simply list your book of business for sale and wait for other advisors or firms to make an offer. You had to reach out to advisors and firms one-by-one. AdvisorBid has brought that time to an end.

Promote - your company's events
Is your firm hosting a convention in the near future? Are you an advisor hosting a webinar? Whatever you're planning, if it has to do with the financial services industry, AdvisorBid can help you reach your target audience. Just create your account, complete your profile, and navigate to "Events" to share your event with the fastest-growing marketplace for financial advisors.

Recruit - top advisors
Register your company and create its AdvisorBid profile to maximize your brand's exposure to the fastest-growing professional network for financial advisors. Having a company profile allows you to and other administrators to share posts on behalf of your company, create company events, and allows advisors to follow and request offers directly from your company when they activate the Sell, Transition, or Breakaway interests.

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