SERVICES
Broker/dealer Search
Personalized Guidance for Advisors Selecting a New Firm
Consultative support helps you navigate the landscape and arrive at the destination suited to your individual needs.
Signs You've Outgrown Your Broker/Dealer
- Payouts or revenues are capped or shrinking
- You're building a customized brand and marketing campaign
- Compliance is restrictive or doesn't align with your business
- They don't support your ideal client, ex. high net worth
- You're ready to build a team - recruit, expand, acquire
- Technology innovation is slow or nonexistent
- Succession plan doesn't match your needs
Registered Investment Advisor
We Raise the Right Questions and Help You Answer Them
Thinking about launching your own RIA or joining an existing one? Let our expertise guide you.
Which Type of RIA Firm is the Best Fit?
Which Type of RIA Firm is the Best Fit?
- Fully Independent RIAs
- RIA Aggregator/Acquirers
- Hybrid RIAs
- Supported Independence/Platform RIAs
- W2 RIA Model (Employee Model RIAs)
Selling/merging your practice
Know Your Worth
Work with Bridgemark to develop and execute a plan that puts you in front of curated buyers.
- Sell & Stay - sell the business and stay a few years
- External Outright Sale - sell 100% to an outside buyer
- Merger/Tuck-In - join a larger firm, transition in
- Partial Sale - sell a portion of the book
- Staged Sunset - gradual handoff over time
- Minority Sale - sell a minority stake in the firm