Confidential · no fees to advisors
Talk to someone about your situation
Every conversation is private. Nothing is shared with any firm or buyer without your explicit go-ahead, and there is never a fee to you.
Email us directly
outreach.kgenterprises@gmail.com
Send a short note with your firm type — wirehouse, independent broker-dealer, RIA — your approximate trailing production or AUM, and roughly how far out you are from an exit. We will reply and schedule a call with you within 48 hours.
Or start with the number
If you do own your practice, you can run a free confidential valuation right here. No account, no listing, no obligation. If you are not sure whether what you have is yours to sell, start with the email above instead.
Discretion note: we deliberately publish no physical office address, and we will never contact your firm.
Who Owns My Book of Business is an authorized lead-generation partner of buyAUM. buyAUM compensates us only if a transition is completed. Sellers are never charged a fee at any stage. Nothing on this site is legal, tax, or compliance advice.