The Ascendant Advisor is a specialized consulting firm dedicated to serving the registered investment advisor (RIA) and wealth management community. The company focuses on providing expert guidance through the lifecycle of an advisory business, with core services in mergers and acquisitions (M&A), succession planning, business valuation, and strategic capital solutions. Their mission is to empower financial advisors to achieve their long-term business goals, whether that involves growth through acquisition, a strategic sale, or securing capital for expansion, by offering objective, expert-driven advice.

Founded in

Canada