Focus Financial Partners
Announced an agreement to acquire EverNest Financial Advisors on May 28, 2026. The release described a planned closing subject to conditions; confirm current status.
Read the primary sourceTHE ADVISOR GROWTH HUB
Build the business
behind the advice.
Licensing, people, partnerships, capital, and succession. Practical resources for every stage of your practice.
Discuss my growth prioritiesLicensing
Your advisor licensing roadmap
Understand the difference between passing an exam, registering for a role, and earning a professional designation.
Read guide Career pathsEmployee, independent, or your own RIA?
Compare who owns the business, who provides the infrastructure, and who carries the cost.
Read guide Practice growthBecome a better advisor by improving the client experience
A practical operating plan for clearer conversations, consistent service, and follow-through.
Read guide Team buildingBuild a sales team without losing service quality
Design roles, handoffs, and a pipeline that supports appropriate client conversations.
Read guide FinancingHow to evaluate financing for your practice
Compare debt, partner capital, and platform support against the cash flow the practice can sustain.
Read guide PartnershipsBuild partnerships that clients can understand
A clear way to work with accountants, attorneys, and other specialists.
Read guide Succession & M&ASuccession, acquisitions, and the roll-up landscape
Learn what a consolidator changes—and what to ask before choosing a partner.
Read guide TransitionsLook beyond the headline payout
Compare recurring economics, transition costs, and the conditions attached to an offer.
Read guide TransitionsA practical team transition plan
Organize the people, approvals, and service continuity behind a move.
Read guide Career pathsThe firm interview scorecard
Turn recruiting conversations into comparable evidence.
Read guideSUCCESSION & CONSOLIDATION
Know the partner landscape.
A sourced starting point for exploring acquisitions, partnerships, and capital. These are different arrangements—not interchangeable offers.
Mercer Advisors
Presents an RIA M&A platform for firms exploring growth and succession. Ask about integration, client continuity, staff roles, and the economics of a proposed transaction.
Read the primary sourceHightower
Describes partnership paths for advisory practices, including retaining a practice brand or joining an integrated platform. Compare the actual ownership and operating terms.
Read the primary sourceDynasty Financial Partners
Provides independent RIA infrastructure, investment banking, and capital strategies. A platform-services relationship differs from selling your firm to an acquirer.
Read the primary sourceSources reviewed September 17, 2026. Not a complete acquisition list, a valuation opinion, or a claim that a firm will make an offer.
A LITTLE CLARITY. A NEW POSSIBILITY.LET’S FIND YOUR STARTING POINT
The right relationship starts with a conversation.
Tell us what matters to you. Explore relevant profiles, see what needs confirming, and take the next step at your pace.
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