Advisor Legacy offers two levels of membership for buyers. Signing up takes less than a minute. Those affiliated with a partner firm should indicate their firm affiliation or RIA status during the sign up process so that they can be notified about practices for sale at their firm or through our RIA channel.
Our Basic membership is free. As a member, you will be notified whenever an eligible practice becomes available for sale. If you are interested, and want to learn more about the practice, you can express interest in the practice; however, you will not be able to proceed to the next steps of bidding and interviewing unless you upgrade to an Elite Buyer Membership.
Our Elite Buyer Membership was designed for those who are serious about buying a practice. This level of membership unlocks the ability to create an Elite Buyer Profile. This profile gives the seller with much more information about you and your practice so that you can put your best foot forward. As sellers review candidates, those with Elite Buyer Profiles are the only ones who will be considered for the bidding and interview processes. It is important that you take time to carefully complete your Elite Buyer Profile to increase your chances of being selected. Elite Membership also comes with other offers designed for those serious about acquiring a practice.