Your Next Move, Simplified.

No fees. No pressure. Just real offers from top firms — instantly in your transition dashboard.
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Top advisors. Top Firms.

Built by Experts. Used by Top Advisors

We help top advisors lay the foundation for their next chapter. With personalized deal structures and no-pressure guidance, you stay in control — from first sketch to final story.
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1. Map Your AUM

Lay the groundwork — just a few simple details about your practice.
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2. See offers

We bring the firms. You see the numbers. No fluff, just fit
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3. Get Clarity

Compare. Choose. Transition with clarity and zero pressure.

Strategic Acquisition

Buying or merging a practice should feel structured — not stressful. At FaAxis, we help financial advisors grow through acquisition by handling the heavy lifting: from due diligence and rebranding to seamless onboarding. You focus on the opportunity. We handle the execution.
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Seamless Business Transition
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Strategic Growth Acceleration
Active Listings
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30 OFFER$. One Dashboard.

Tell us a little about your practice, and let our AI engine design a custom deal for you — instantly. Whether you’re mostly fee-based or focused on lending… heavy on Alts or dialing in SMAs… FaAxis shows you what matters most: how much you’ll get:

Upfront
Backends
Deferred comp
Comparative breakdown
Firm overview
Comp delta over x years

and everything in between — all in one place.

$1,083,153,053+

FaAxis Supported AUM Transitioned
Your Path To Success:

The Ultimate Advisor Transition Playbook

Are you a financial advisor considering a transition to a new broker-dealer? Navigating this change can be complex and daunting, but it doesn’t have to be. Our comprehensive playbook is designed to guide you through every step of the process, ensuring a smooth and successful move. This resource is packed with actionable insights and strategies to help you make the most informed decisions and achieve your career goals with confidence.
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Clear Steps: Simplify your broker-dealer transition.
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Expert Insights: Make confident, informed decisions.
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Smooth Success: Minimize challenges, maximize opportunities.
 Get Your Free Playbook
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Testimonial

Trusted by Financial Advisors for Seamless Transitions

FaAxis made my transition seamless and stress-free. Their expert guidance ensured minimal downtime, and I felt supported every step of the way. Highly recommend!
Sarah T.
Financial Advisor
The team at FaAxis truly understands the unique needs of financial advisors. Their attention to detail and tailored solutions exceeded my expectations.
Michael R.
Wealth Manager
Switching broker-dealers felt overwhelming until I partnered with FaAxis. Their professionalism and efficiency turned a complex process into a smooth journey.
Emily L.
Investment Consultant
FaAxis is the gold standard for advisor transitions. They handled everything with precision, allowing me to focus on my clients without worrying about the logistics.
David K.
Portfolio Manager
From the first consultation to the final steps, FaAxis delivered exceptional service. They’re not just experts—they’re trusted partners in growth.
Lisa P.
Financial Planner
Working with FaAxis was a game-changer. Their personalized approach and unwavering support made my transition a success beyond what I imagined.
John H.
Certified Financial Advisor
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Smart Growth Strategies

Boost Visibility with Precision Marketing

Boost Visibility with Precision Marketing – Stand out in a competitive market with FaAxis’ targeted marketing strategies. From digital campaigns to personalized content, we position your brand for maximum visibility and impact. Drive engagement, attract new clients, and elevate your brand with marketing solutions tailored to financial advisors.Your next client is waiting – let’s connect you.
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Blogs & Articles

Our Blogs & Insights

Get the idea from the blogs that how our platform can help you.
Recruiting

Upstart Ampersand Partners Lands UBS Broker With $453 Million in Virginia

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Indie Wars: Ameriprise Lands $250 Million LPL Team in Washington, D.C.

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Wells Fargo Nabs Three Teams With $5.2-Mln Combined From UBS, Merrill

Ready to Transform Your Career?

Effortless transitions designed to protect your business, minimize disruptions, and ensure lasting success.

Free Consultation

FaAxis uses advanced AI to provide financial advisors with immediate, confidential, and tailored transition solutions, ensuring the best career opportunities with top firms.

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© Copyright 2025 FaAxis, All Rights Reserved.
FaAxis, though an expert in financial advisor transitions with over 20 years of industry experience, operates independently and without affiliation to any governmental or regulatory body. This includes, but is not limited to, well-known organizations such as the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). We are not members of these or any other regulatory entities. While we provide comprehensive information on advisory services, it is important to note that FaAxis is a technology company, and the content on this site is for informational and educational purposes only. We do not engage in the solicitation of securities transactions, nor do we offer personalized investment advice for compensation over the Internet. All communication with potential clients is conducted by appropriately registered representatives or those exempt from registration in the client’s state. FaAxis is a U.S.-based firm dedicated to maintaining the highest standards of privacy. We do not sell your data, spam, or share your information without your consent. Although we strive for accuracy, the information presented may contain inaccuracies for which we assume no liability. The firms mentioned on this site are not represented by us, and any content related to them should be viewed as speculative rather than definitive employment offers. We exercise our right to freedom of speech under the U.S. Constitution by providing this information. This website is intended solely to inform and educate, not to solicit. Our operations do not require specific licenses except where legally mandated.How We Make Money – At FaAxis, our mission is to provide you with the best transition experience at no cost to you. We partner with over a hundred top broker-dealers who retain our services to connect them with talented advisors like you. This allows us to offer comprehensive transition support and real-time offer comparisons without any fees for our users. Our commitment to transparency ensures you have the freedom to make the best decision for your career without any hidden costs. We believe in empowering financial advisors to achieve their fullest potential, backed by our extensive network and innovative AI technology.