Think Ahead

Advisor Growth Strategies (AGS) works with financial advisory firms and institutions to build their ideal future for their business. For over a decade, we have partnered with the nation’s fastest-growing and largest registered investment advisor (RIA) firms to excel at every stage of business.

Our broad and deep understanding of the independent advisory and RIA industry offers us a unique edge in leveraging data, anticipating situations and applying strategies to accelerate growth and maximize outcomes.

Specifically, mergers and acquisitions (M&A) activity is changing the way RIAs do business, whether you’re in the deal market or not. The nearly $3 trillion in assets under management (AUM) expected to change hands in the next 10 years is already creating a ripple effect far and wide across the RIA space.

  • Capital providers have discovered that RIAs have driven up valuations over 50 percent over the last three years
  • Transactions have accelerated in record numbers for the last five consecutive years
  • Industry concentration continues with 15 percent of RIAs controlling over 85 percent of industry assets under management

To stay ahead, we must think ahead and take the strategic steps to well-position our firms for the future.




Mandates Annually


M&A Projects Per Year


Independent Advisory Clients


Aggregate Client AUM

The Future is Now

We position firms for the future, working with advisors to excel at every business stage.


M&A Transaction Advisory Services

Owners seeking to identify an ideal partner for long-term success

Our unique process identifies the ideal fit for our clients, achieving the optimal outcome beyond a financial transaction


Management Consulting

Firms seeking durable growth or firms with a structural challenge

  • Compensation Design
  • Equity Design
  • Strategic Planning
  • Succession Planning
  • Valuation Services


Transition Advisory Services

Large advisor teams considering a transition.

We deploy a strategic and comprehensive evaluation to explore all options to ensure the decision-making process will add value for key constituents – owners, employees and clients

We Have the Inside Track

In every engagement, we apply proprietary industry information to our decision-making.

We are Results-led

We tailor solutions to your unique goals.

We Solve Critically

We solidify our recommendations through rigorous quantitative data and analysis.

We Think Creatively

We challenge the status quo. 

We Effect Change

We not only recommend solutions, but we also implement them.

RIA Deal Room

Gain unbiased, data-driven insights into the advisor M&A market. Read our unique research report to learn about the changing landscape and the latest strategies for how deals get done.

Contact Us

Think ahead with us.