Advisor Transition Services

Advisor Transition Services, Inc. is a dedicated consulting firm that guides financial advisors through the complexities of transitioning their practice. The company provides end-to-end support, including performing due diligence on potential new firms, negotiating transition packages and deals, managing the legal and compliance paperwork, and ensuring a seamless transfer of client assets. Their core mission is to empower advisors by simplifying the transition process, maximizing their financial and operational outcomes, and helping them find the ideal platform to grow their business.