Founded in 2005, Align Advisors, Inc. is a specialized firm providing mergers and acquisitions (M&A) advisory, strategic consulting, and succession planning services exclusively for Registered Investment Advisors (RIAs) and wealth management firms. The company partners with firm owners to help them achieve their long-term business goals, whether through strategic growth, acquisitions, or planning an exit. They offer comprehensive support, including business valuation, deal structuring, and identifying suitable partners for both buy-side and sell-side clients.

Founded in

United States