How To Go Independent

An objective source to learn about independent business models


Sean KernanComment

Advisor bid looks to be a great new resource to help advisors find a buyer or seller, a new OSJ/RIA to plug into, or a way to start their own.

Here's an intro video and some notes below from them.

Everything we do connects the financial services industry like never before. We believe there is a better way to connect to opportunities, empowering advisors to maximize their money making potential by leveraging technology to share what they’re looking for within the industry. 

We call it AdvisorBid®

Connecting to opportunities and transitioning in the financial services industry prior to AdvisorBid® generally originated as referral from a friend within the industry, or exposure to a company’s marketing through advertisements. While word of mouth will always be one of the greatest marketing resources, it's only a drop in an ocean full of opportunities available for advisors.

Therefore, we created the FIRST and ONLY patent-pending company to automate financial advisors' transitions through a social media marketplace. How we do this is by converting each Central Registration Depository (CRD) # at FINRA and each Investment Adviser Representative Depository (IARD) # at the SEC to become a tradable commodity, indubitably becoming the first Multiple Listing Service (MLS) exchange for the financial services industry in the world. 

Join The Leading Financial Services Network for
FREE with NO membership fee at

+ Receive offers from the nation’s leading broker-dealers simultaneously
+ Bid on book of businesses for sale
+ Sell your business for top dollar
+ Recruit advisors to your network
+ Breakaway and start or join an existing RIA
+ Advertise your company on advisor dashboards

Sign up today at