AUM IN ACTIVE DEALS
Registered Advisors
Provinces Served
Whether you’re acquiring your first book or planning your retirement exit, Advisor Capital provides the platform, the matches, and the financing to make it happen — confidentially and professionally.
Acquire established books of business and expand your footprint efficiently. Stop building from scratch — buy a proven revenue stream with an existing, loyal client base.
Every engagement begins with a confidential consultation. We don’t list and leave — we stay with you through valuation, matching, financing, and client transition. Our fee is earned only when your deal closes.
Understand your objectives, timeline, and deal preferences. No paperwork, no commitment — a professional conversation with our deal team.
Professional analysis of revenue quality, client demographics, recurring mix, and deal structure to maximize your outcome.
Curated introductions with NDAs in place. We manage negotiations — you only speak to qualified, vetted counterparties.
We source financing through 3–5 banking partners simultaneously, coordinate legal, and manage the client continuity plan. Fee earned at close only.
Most advisors are off by 30–50% when estimating their own practice value. Our free tools give you the data before you enter any conversation.
Anonymized listings, NDA-gated introductions, and complete discretion. Your clients never know you're exploring until you choose to tell them.
Our valuations are grounded in real Canadian transaction comparables across all practice types and provinces — not rules of thumb.
We package your deal and submit it to 3-5 banking partners simultaneously. Most deals fail due to poor financing prep — ours don't.
Our success fee (1-2% of financed transaction value) is earned only when your deal closes. Zero upfront cost. Total alignment.
We work exclusively with financial advisors and insurance professionals across Canada. This is our only focus — we understand your world.
Across all provinces, all practice types, and deal structures — with new opportunities added weekly.
Registered Advisors
Provinces Served
Bilingual Platform
Upfront Fees
"Advisors who plan succession 3+ years early receive an average of 18% more than those who wait. The conversation costs nothing."
Start Your Succession Plan Today →Advisor Capital est une plateforme professionnelle reliant les conseillers en croissance à ceux qui planifient leur relève ou leur sortie — avec financement arrangé dès le départ.
Analyse de vos objectifs et échéancier. Sans engagement, sans frais.
Analyse des revenus, de la clientèle et de la structure de votre cabinet.
Mise en relation ciblée selon vos objectifs de croissance ou de relève.
Accompagnement dans la négociation, le financement et la continuité client.
Showing 24 active listings across Canada
📍 Toronto, Ontario
Wealth Management · CFP · 22 years in practice
Households
Recurring
VTB: 20% Available
REQUEST Intro
Structure: Vente complète
Demander intro
📍 Calgary, Alberta
Wealth Management · CFA · Pre-approved
Current AUM
Target AUM
Provinces
Deal Type
Structure: Vente complète
Demander intro
📍 Ottawa, Ontario
Fee-Only Planning · CFP · Transitioning 40%
Total AUM
AUM for Sale
Clients
Recurring
VTB: Available
REQUEST Intro
Insurance · CLU · Retirement-driven exit
AUM
Revenue
Households
Recurring
📍 Québec City, QC
Gestion de patrimoine · CFP · QC uniquement
AUM actuel
Cible AUM
Province
Préférence
Free registration required to initiate contact · All introductions are NDA-protected
★★★★★
After 24 years building my practice, Advisor Capital found me a buyer who genuinely cared about my clients — and arranged full financing for them. The transition was seamless.
Sold practice · Montréal, QC · $54M AUM
★★★★★
Two bank rejections in six months on my own. Advisor Capital repackaged the deal and submitted to three lenders at once. I had two approvals in eleven days. Completely changed my trajectory.
Acquired practice · Toronto, ON · $28M AUM
★★★★★
The valuation report alone changed my negotiating position. I got 18% more than my initial ask because I walked in with real data, not a guess.
Partial sale · Calgary, AB · $71M AUM
Every engagement starts with a private, no-obligation conversation. Tell us where you are and where you want to go — we’ll chart the path, arrange the financing, and handle the rest.
🔒 All consultations are strictly confidential. Your information is never shared without your explicit written consent.