AUM Exchange Connects Advisors, That’s What We Do!

Advisor + Advisor = AUM Exchange. IT’S THAT SIMPLE.

AUM Exchange is fast becoming a leader in connecting Financial Advisors seeking to grow their practice with other Financial Advisors looking to sell or merge their practice. Utilizing the latest technology, the AUM dashboard displays all of the information needed to navigate the constantly growing list of available opportunities and find the one(s) that you are looking for.

AUM Exchange maintains an independent position dedicated to connecting interested parties in a timely manner. While finalizing purchases and mergers can be time consuming, getting the information needed to start the process should not be.

Signup today and see for yourself why AUM Exchange is your new home to buy, sell or merge your practice!


The AUM Dashboard

Conveniently view, filter and look through the opportunities listed on AUM Exchange to find the one(s) that are right for you.



The fastest way to connect interested parties.  It’s like speed dating for Financial Advisors.


AUM Support

Our bright techs are a click away from assisting you with your Dashboard search.

See For Yourself, Sign up for FREE!

Get Connected & Get a Deal Done.

You are moments away from the AUM Dashboard, start now.