Advice Dynamics Partners provides unmatched M&A advisory, valuation services, transition planning and capital advisory to elite wealth managers and asset managers.  Since 2008 we've aimed to exceed our clients' expectations.



Who We Are

Advice Dynamics Partners is a boutique strategic adviser to the financial advisory industry, primarily RIAs, with specific expertise in mergers, acquisitions and transition planning.

We recognize that every client and every transaction is unique and we are committed to delivering the right advice in every situation.



What We Do

Our team provides tailored independent M&A, valuation, transition planning, and capital advisory to a wide range of wealth managers and asset managers primarily in the domestic U.S.

We are renowned for our ability to execute complex transactions. Combining transactional expertise with a creative approach, we aim to secure the best possible outcome for our RIA clients. We are determined in our pursuit of this aim.

Mergers & Acquisitions

We advise on all aspects of buy-side and sell-side M&A. We also provide ongoing strategic advice to ensure that RIA owners and managers are best placed to grow their businesses. Our experience, sector expertise and judgment give our clients a genuine competitive advantage.


We perform dozens of valuations per year for our clients and have gained a reputation for providing unbiased, fact-based guidance.  Whether acquiring a financial advisor, selling or merging an RIA, or contemplating an internal transition, valuation is key early step in the process.

Transition Planning

We recognize that more than three-out-of-four RIAs feel an internal equity transition is a preferred succession option.  We expertly lead many clients through this arduous process.  This includes developing a qualitative path to ownership and the financial mechanics required to execute an internal transaction. Through our Capital Advisory expertise, we can also help our clients determine the right capital source for their unique situation..

Captial Advisory

We advise our RIA clients, investors and creditors on structuring and raising capital in a diverse range of circumstances. 


Whether contemplating a management buyout, a merger or complicated succession plan, capital is the necessary ingredient to make it happen.  Our relationships with private equity investors, family offices, mezzanine debt providers and other specialty lenders provide the choices our clients depend upon us for.

We provide invaluable advice which is unconflicted by the desire to sell a financing product. Our only concern is securing optimum terms for our clients.

Situations we advise on include:

  • Acquisition finance

  • Succession lending

  • Expansion capital

  • Management buy-outs (MBOs)

  • Existing & potential capital structures

  • Recapitalizations