Financial Advisor Partnerships and Transition Consulting

Your next move
should be the right one.

Advisory Advocate helps financial advisors and firm owners navigate partnerships and transitions — deciding when to stay, when to move, and how to grow on their own terms.

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Trusted Guidance You Can Count On
Unbiased Independent Perspective
Confidential Every Conversation

Every advisor deserves an advocate in their corner — someone whose only agenda is their success.

★ Advisory Advocate

About Us

A partner who puts your interests first

Advisory Advocate was built on a simple belief: financial advisors and firm owners deserve candid, experienced counsel when facing the biggest decisions of their careers.

Whether you're considering a firm transition, evaluating a potential acquisition, building a growth strategy, or wanting to develop a succession plan, we bring deep industry insight and a completely objective perspective.

  • ✓ Deep expertise in partnerships and transitions in the financial advisory market
  • ✓ Zero conflicts of interest — we work for you, no one else
  • ✓ Confidential consultations from day one
  • ✓ Personalized strategy tailored to your situation
Steve Hollander

Steve Hollander

Founder, Advisory Advocate

10+ Years in Industry
$10B+ AUM Sourced
100+ Successful Transactions Completed

Meet the Founder

Decade of experience. One focus.

Steve Hollander founded Advisory Advocate after spending over a decade working alongside advisors, firm owners, and deal teams by helping them navigate new partnerships and transitions.

A proud native of New Orleans, Steve has helped source more than $10 billion in AUM and has successfully completed over 100 transactions — from firm transitions and acquisitions to succession events and mergers.

That track record gives him a rare vantage point: he understands how deals are structured, where advisors often leave value on the table, and what it takes to get the right outcome. When you work with Advisory Advocate, you work directly with Steve.

Services

How Advisory Advocate helps you

From evaluating your current firm to executing a move or scaling your practice, we guide you through every critical decision.

🏛️

Stay or Move Analysis

We evaluate your current firm relationship — compensation, culture, resources, and growth potential — against what the broader market can offer. You'll have a clear, data-backed picture to make the right call.

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🤝

Transition Consulting

Navigating a firm transition is complex. We walk alongside you through deal evaluation, due diligence, contract review guidance, and transition planning — protecting your practice and your clients.

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🧭

Succession Planning

Whether you're preparing to exit or positioning your firm for the next generation of leadership, we help you build a succession plan that honors what you've built and maximizes its value.

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Our Process

Simple, confidential, and focused on you

We keep things straightforward. No unnecessary complexity — just clear guidance from first call to final decision.

1

Discover

We start with a no-pressure conversation to understand your situation, your goals for your Practice, and where some of the tension points you are presently facing. This call is completely confidential.

2

Design

As we analyze your present situation along with your desired destination, we design a simple plan to help you achieve your goals.

3

Deliver

We will deliver a clear, honest recommendation with the reasoning behind it. No vague platitudes — just actionable insight specific to your situation.

4

Deploy

We stay with you through execution. Whether that means a firm transition, a deal, or a growth initiative, Advisory Advocate is in your corner every step of the way.

Who We Serve

Built for financial professionals at an inflection point

If you're facing a critical decision about your firm or your future, Advisory Advocate was made for you.

Independent Financial Advisors

Advisors at wirehouse, RIA, or broker-dealer firms weighing whether their current home is the right long-term fit for their practice and clients.

RIA Firm Owners

Principals looking to grow organically, acquire another practice, bring on a partner, or position their firm for a future sale.

Advisors Evaluating a Move

Advisors who've been approached by another firm — or are quietly exploring options — and need an objective voice before making any commitments.

Firm Owners Considering an Exit

Owners thinking about succession, a merger, or a full sale who want an experienced advocate to ensure they get the outcome they deserve.

Ready to take the next step?

Let's talk about your situation — in confidence.

Your first consultation is free. No sales pitch, no pressure. Just an honest conversation about where you are and where you want to go.

Book Your Free Consultation

Contact

Get in touch

Ready to have an honest conversation about your options? Fill out the form and we'll be in touch within one business day.

✉️ stevehollander@advisoryadvocate.com
🔒 All inquiries are strictly confidential