Skip to content

Business Valuations

For Financial Advisors

Select the standard valuation for the broker dealer you work with. Our quick checkout process allows you to get started right away!
Advisors Excel Logo

Advisors Excel

Standard Valuation

Purchase Now
Advisors Excel logo

Advisors Excel

Advanced Valuation

Purchase Now
Ameriprise Logo

Ameriprise

Standard Valuation

Purchase Now
Cambridge Logo

Cambridge

Standard Valuation

Purchase Now
Cetera Logo

Cetera

Standard Valuation

Purchase Now
Concourse Logo

Concourse Financial

Standard Valuation

Purchase Now
HTK Logo

HTK

Standard Valuation

Purchase Now
Intrua Logo

Intrua Financial

Standard Valuation

Purchase Now
Lincoln Financial Logo

Lincoln Financial

Standard Valuation

Purchase Now
RJ Edits (1)

Other Broker Dealer

Standard Valuation

Purchase Now
Raymond James Logo

Raymond James

Standard Valuation

Purchase Now
RIA Icon

RIA

Standard Valuation

Purchase Now
Wells Fargo Logo

Wells Fargo FiNet

Standard Valuation

Purchase Now
Sample Business Valuation

Sample Business Valuation

Click the button below to browse through what is included in our report. An M&A Expert will go through your individualized valuation, explaining where the numbers came from and how key variables can impact the value of your practice.

What Our Customers Have To Say

President, McKinley Carter

David Mckinley

“An Advisor Legacy valuation gives you a great overall summary of the practice, shows you where you need to focus, and if there is an area you are weak in, they are going to be quick to point it out.”

Gold Coast Wealth Advisors 

Ivy Peterson

“Not only is their pricing fair, but they are in my opinion, the superior and best option when it comes to the other resources/companies we have to choose from. Their professionalism and responsiveness is world class.”