Growth-Minded Advisors
Financial advisors delivering investment
and planning services
Advisor Legacy’s membership options are designed to help financial advisors strategically grow their business through practice acquisition. Whether you're just exploring opportunities or ready to make a purchase, our Essential and Elite memberships provide the tools, coaching, and access you need to succeed. Compare your options and take the next step in building your legacy.
Whether you’re just beginning to explore acquisitions or ready to make your next deal, our membership options are designed to support your journey. We help financial advisors access listings, become better buyers, and build scalable practices through education, support, and opportunity.
Financial advisors delivering investment
and planning services
Advisors interested in adding
acquisitions to their growth strategy
Professionals looking for structured
support to pursue practice purchases
Whether you're just exploring acquisitions or actively pursuing your next opportunity, our membership options meet you where you are. With tools, coaching, and buyer resources tailored to your goals, Advisor Legacy memberships are built to help you grow with confidence — at your own pace, and with the right level of support.
Select Essential or Elite to match your needs
Activate your client portal and set up your profile
Access listings, schedule coaching, and begin your acquisition journey
"Advisor Legacy analyzed our client base, our investment practice and our individual strengths and weaknesses and provided a disciplined methodology for client management. Their tracking tools have led to consistent growth in both our client base and assets under management."
Marjorie Larson, CFP®
Certified Consulting Services, RIA
"Advisor Legacy has done for us what we do for our clients every day. We believe that balanced planning leads to balanced living, and we focus our company’s efforts on helping our clients in this way. Now that we are working with Advisor Legacy, my team and I can enjoy a better quality of life too."
Andy Huggins, CFP®
Private Wealth Advisor
"I don’t know where I’d be without Advisor Legacy. They’ve been a part of pivotal moments in my practice. I’m also more productive, more efficient, and not running myself ragged. They’ve just been vital to the success of my practice."
Brian Britt CFP®
Private Wealth Advisor
"It has been comforting and empowering working with Advisor Legacy. They don’t just step in with solutions first. They lead, teach, coach and encourage us to solve the problems ourselves."
Craig Donowho CFP®
Private Wealth Advisor
"We had an IDPA done for our practice and followed it up with ongoing practice management coaching. Advisor Legacy provided us with a detailed report and an action plan for making improvements. Advisor Legacy is truly a full-service company, and we know that they can help us with all aspects of practice management and growth opportunities."
Terri Fischer
Office Manager
We will provide you with what you need when you need it. No over-sized packages, long-term commitments, or services you don’t want.