Intersection Advisory is a consulting and advisory firm serving financial advisors, wealth management professionals, and financial services firms. It helps advisors make pivotal career, ownership, and growth decisions with confidential, data-led guidance and a firm-agnostic perspective. Advisors can compare options across wirehouse, regional, independent, and registered investment adviser (RIA) channels, including the choice to stay in their current position.

Its services include career strategy for evaluating moves and negotiating transitions; equity valuation and M&A advisory for buying, selling, or merging practices; succession planning to support client continuity and legacy goals; and firm development to help practices build differentiated, scalable businesses. The firm also supports buyer and successor evaluation, deal structure planning, and implementation.

Intersection Advisory’s process moves from discovery and analysis to a customized strategy, hands-on implementation, and longer-term growth planning. It offers industry research and insights, including Crossroads reports, Firm Watch, and Advisor Pulse. The firm states that engagements are confidential and that it does not provide investment, securities, tax, or legal advice.