Whether you’re acquiring your first practice or building a multi-advisor enterprise, Elite Advisor Exchange offers a membership designed to match your growth strategy. Every membership includes access to vetted acquisition opportunities, confidential buyer resources, and the expertise of the Elite Advisor Successions team.
Annual members get 2 months free.
Choose annual billing to secure a full year of access, receive priority value, and save compared to paying month.
Perfect for advisors beginning their acquisition journey.
Gain access to succession and acquisition opportunities with up to $50,000 in annual GDC. Build is ideal for advisors looking to grow intentionally through smaller tuck-in acquisitions while becoming familiar with the marketplace
Includes:
Best for:
Solo advisors and smaller firms seeking their first acquisition.
Expand your practice with larger acquisition opportunities.
Designed for advisors actively pursuing meaningful growth, Grow unlocks listings with up to $100,000 in annual GDC, providing access to a broader range of established practices and succession opportunities.
Everything in Build, plus:
Best for:
Growing advisory firms looking to accelerate organic and inorganic growth.
Unlimited access for firms pursuing transformational growth.
Accelerate provides unrestricted access to every opportunity listed on Elite Advisor Exchange, regardless of practice size. It’s built for firms committed to acquisition as a long-term growth strategy.
Everything in Grow, plus:
Best for:
Established advisory firms and serial acquirers looking to scale through strategic acquisitions.
Annual members get 2 months free.
Choose annual billing to secure a full year of access, receive priority value, and save compared to paying month.
Perfect for advisors beginning their acquisition journey.
Gain access to succession and acquisition opportunities with up to $50,000 in annual GDC. Build is ideal for advisors looking to grow intentionally through smaller tuck-in acquisitions while becoming familiar with the marketplace
Includes:
Best for:
Solo advisors and smaller firms seeking their first acquisition.
Expand your practice with larger acquisition opportunities.
Designed for advisors actively pursuing meaningful growth, Grow unlocks listings with up to $100,000 in annual GDC, providing access to a broader range of established practices and succession opportunities.
Everything in Build, plus:
Best for:
Growing advisory firms looking to accelerate organic and inorganic growth.
Unlimited access for firms pursuing transformational growth.
Accelerate provides unrestricted access to every opportunity listed on Elite Advisor Exchange, regardless of practice size. It’s built for firms committed to acquisition as a long-term growth strategy.
Everything in Grow, plus:
Best for:
Established advisory firms and serial acquirers looking to scale through strategic acquisitions.
The strongest option for buyers who do not want to miss the right opportunity because a listing limit.
