Where does Advisor Transition Partners work?

Advisor Transition Partners is based in Dallas, Texas, and serves financial advisors, CPA firms, RIAs, and wealth businesses across the United States.

Independent advisory

Clarity for what comes next.

Q: What does Advisor Transition Partners help financial advisors evaluate?

Advisor Transition Partners helps financial advisors compare affiliation and independence options, understand transition economics, assess practice value, plan succession, and prepare for execution.

Q: Does Advisor Transition Partners work with CPA and tax firms?

Yes. Advisor Transition Partners helps CPA and tax firms evaluate practice valuation, succession, acquisitions, wealth integration, and potential strategic partners.

Q: Is Advisor Transition Partners tied to a specific firm or platform?

No. Advisor Transition Partners is platform-neutral and evaluates options based on the client's goals, economics, operating needs, and long-term plans.

Advisor Transition Partners helps financial advisors, CPA firms, and wealth businesses make confident decisions about transitions, succession, growth, and enterprise value.

Get started See how ATP works

IndependentPlatform-neutralConfidentialExperienced

Most transition advice starts with a destination. Ours starts with your priorities.

Who we work with

Advice built around your objectives.

Every engagement begins with your goals, constraints, and priorities. Start where you fit and we will review it personally.

Financial advisor

Evaluate a transition, succession plan, valuation, or independent path.

Platform and affiliation evaluation
Transition economics and valuation
Independence planning
Execution support

Start advisor consultation →

CPA or tax professional

Explore practice value, succession, wealth integration, or acquisition strategy.

Practice valuation
Succession and acquisition planning
Wealth integration strategy
Partner evaluation

Start CPA consultation →

Firm or RIA

Discuss recruiting, retained search, acquisitions, or strategic growth.

Recruiting strategy
Retained search
Candidate evaluation
Transition orchestration

Start firm inquiry →

Work with ATP

Partner with us to support important client decisions.

We collaborate with attorneys, CPAs, consultants, advisors, and other trusted professionals while respecting the relationships they have built.

Partner with ATP

How We Work

Clarity comes before commitment.

Every engagement follows the same clear approach: understand the objective, compare the options, model the economics, and move forward with intention.

Understand

Clarify the objective, the constraints, and what matters most.

Compare

Focus on the options that truly fit and weigh the tradeoffs.

Model

Put the economics, value, and risks into clear terms.

Decide

Choose the path that best supports the long-term goal.

Execute

Keep the people, details, and timing moving in the same direction.

Steve Smith, Founder and Managing Partner

Why ATP

Independent advice for defining moments.

Important business decisions deserve more than a comparison spreadsheet or a recruiting pitch. They require thoughtful analysis, honest conversations, and experienced guidance.

Advisor Transition Partners helps clients evaluate opportunities, understand tradeoffs, and move forward with confidence.

Founded by Steve Smith, ATP brings more than a decade of experience across advisor recruiting, succession planning, practice valuation, and strategic growth. Every engagement begins by understanding the objective, evaluating the options, modeling the economics, and executing with intention.

Steve SmithFounder & Managing Partner

ATP Insights

Recent perspectives.

Practical observations on transition strategy, valuation, succession, and growth.

Advisor mobility

Why financial advisors change firms.

Read the perspective →CPA & Wealth

When tax season meets wealth planning.

Read the perspective →

View all insights →

Common questions

What clients often ask before we begin.

A few straightforward answers about ATP's work, independence, and reach.

01What does ATP help financial advisors evaluate?

ATP helps advisors compare affiliation and independence options, understand transition economics, assess practice value, plan succession, and prepare for execution.

02Does ATP work with CPA and tax firms?

Yes. ATP helps CPA and tax firms evaluate practice valuation, succession, acquisitions, wealth integration, and potential strategic partners.

03Is ATP tied to a specific firm or platform?

No. ATP is platform-neutral and evaluates options based on the client's goals, economics, operating needs, and long-term plans.

04Where does ATP work?

ATP is based in Dallas, Texas, and works with financial advisors, CPA firms, RIAs, and wealth businesses across the United States.

Ready when you are.

Start the conversation

Whether you are exploring options or preparing to move forward, we are here to help.

We respond promptly and keep every conversation confidential.

steve@advisortransitionpartners.com
Dallas, Texas · Serving clients nationally