Business broker and M&A advisorBuy-side and sell-side
Advisor Legacy
Troy, MI
Profile last reviewed
October 2026
Public information can change. Corrections are reviewed before publication.
Overview
Overview of Advisor Legacy
Advisor Legacy works with independent financial advisors and advisory firms on valuations, succession, transition planning, and practice sales. Its services also support buyers and help firms build transferable value beyond the founder. The firm reports guiding more than 2,000 independent advisors and $15 billion in advisory firm M&A and succession transactions over 20-plus years.
Profile details
Details for Advisor Legacy
- Representation
- Buy-side and sell-side
- Firm type
- Business broker and M&A advisor
- Based in
- Troy, MI
- Engagement coverage
- Troy, MI
- Industry focus
- Professional services
Office locations
Headquarters and public offices
Headquarters
Troy, MI
Profile sources
This profile was compiled from publicly available firm information. Sources are grouped by website, while the underlying page-level evidence is retained for review.
- Open source
Firm website
advisorlegacy.com · checked October 2026