Securing Advisor Legacies. Structuring Seamless Transitions.
Advisor Hunt™ is the leading firm for advisor platform transitions and practice successions across North America.
Whether you're preparing for retirement or aiming to elevate your client experience, we help you transition with confidence — through a sale, merger, or move to a superior platform, we position advisors for stronger outcomes.
Our Focus:
• Elevated client service
• Advanced technology
• Enhanced product shelf
• Stronger advisor economics
Our flagship program, Optimal Practice Succession™, is the premier solution for advisor practice sales and succession planning. Whether you serve high-net-worth households or the mass affluent, we help you find the best successor or platform to carry your legacy forward.
With proven matchmaking and expert deal structuring, we reduce transition risks, protect client relationships, and ensure successful outcomes—for you and those you serve.
Leaving your clients in the best hands possible isn’t just good business—
It’s the last honourable act of a great advisor.
Company Details
- Employees
- 6
- Founded
- -
- Industry
- Business Consulting And Services
- NAICS
-
Management, Scientific, and Technical Consulting ServicesManagement Consulting ServicesOther Scientific and Technical Consulting ServicesOther Management Consulting Services
- Website
- http://www.advisorhuntglobal.com
- Keywords
- Securing Advisor Legacies.
- Competitors
- Robert Arthurs International, Myriad Information Technology Solutions Inc. - Myriad Technologies, Salubritas Health Products, CFO Hunt, Independent Financial Brokers of Canada (IFB), Jones DesLauriers Blevins Insurance Group, REX Coaching, FOHO, Tangentia Ventures, Institute of Advanced Financial Planners - IAFP.
Advisor Hunt™ Questions
Advisor Hunt™'s website is http://www.advisorhuntglobal.com
Advisor Hunt™'s LinkedIn profile is https://www.linkedin.com/company/advisorhunt
Advisor Hunt™ has
6 employees.
View email and phone details for 6
employees at Advisor Hunt™.
Advisor Hunt™'s industry is
Business Consulting and Services
Advisor Hunt™'s top competitors are
Robert Arthurs International,
Myriad Information Technology Solutions Inc. - Myriad Technologies,
Salubritas Health Products,
Cfo Hunt,
Independent Financial Brokers Of Canada (Ifb),
Jones Deslauriers Blevins Insurance Group,
Rex Coaching,
Foho,
Tangentia Ventures,
Institute Of Advanced Financial Planners - Iafp.
Advisor Hunt™'s categories are Business Consulting and Services
Advisor Hunt™'s founding year is 2017
