Over the next decade, a significant portion of the financial advisor workforce is expected to retire, driven largely by the aging Baby Boomer generation. At the same time, the industry is preparing for what’s commonly referred to as the Great Wealth Transfer—with estimates often cited in the $70–$90 trillion range in assets expected to change hands over the coming decades.

Together, these trends are creating a meaningful supply-and-demand imbalance. Fewer experienced advisors, combined with uneven growth in new entrants, could result in a landscape where a smaller advisor base is responsible for managing significantly larger pools of client assets.

For advisors approaching retirement, proactive succession planning is becoming increasingly important. Recent industry research suggests that a substantial share of U.S. financial advisors still lack a formal succession plan. For example, studies from J.D. Power indicate that roughly 40–45% of advisors have not documented a plan. Other industry surveys, including those commissioned by Kestra Financial, suggest that only a small minority of retirement-minded advisors have a fully developed and documented transition strategy in place.

Advisor Bridge, Inc. is focused on helping advisors address this gap. We provide structured continuity solutions, including guaranteed continuity options, as well as personalized matchmaking to identify and secure qualified buyers within the Advisor Bridge / Osaic community. Our comprehensive succession support includes practice valuation, deal structuring, transition consulting, and access to a broad range of capital and financing solutions.