Transition your financial practice to a New Dealer with AdvisorBridge.

Transitioning to a new Dealer is one of the most career defining decisions an Advisor will ever make. We recognize that the Dealer selection process in its current form is time consuming and quite often nothing less than awkward.

AdvisorBridge has partnered with trailblazing Dealer Partners in an effort to help make this process more efficient and transparent for both Advisors and our Dealer Partners.

We believe an early vetting process benefits both parties equally. Each of our Dealer Partners is profiled providing detailed insights into their Products and Services, Technology Package, Marketing Services, Transition Support as well as other mission critical information.

Our Dealer Partners are proud of what they offer and are committed to a process that is efficient, open and transparent.

Please sign up for a free Transition membership to access our Dealer Partner Profiles today!

To understand How it Works at AdvisorBridge click here.

Explore Dealer Opportunities

Consulting Services

Some of our services include:

  • Identifying suitable Dealers and business models
  • Identifying motives for moving dealers
  • An overview of the transition process
  • Dealer vetting
  • Transition planning
  • Risk mitigation