“Bookway filtered the noise. Two intros, one perfect fit.”
— Managing Partner, $170M AUM RIA (confidential)
Built for quiet, clean transitions.
We help advisors find the right fit without blasting their intentions to the market. Keep clients, staff, and revenue intact.
Confidential first.
Your name stays private until you approve an intro. Share redacted briefs and data rooms on your terms.
Qualfied matches.
We screen buyers for assets, licensing, culture fit, and transition plan so you don't waste time.
Complimentary valuations.
Each advisor who lists their book of buinsess recieves a complimentary valuation based on current market comparables.
Private
AUM
$108,000,000 USD
Households
137
Custodians
Fidelity, Schwab
TTM Revenue
$1,276,600 USD
Request An Introduction
For Sellers
Quietly and confidently find a buyer for your book.
List privately with the help of our team, meet vetted buyers, and negotiate directly. We support with structure, not strings attached.
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Free, private listing with redacted details
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Curated buyer intros (you approve every conversation)
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Lightweight data room & diligence checklist
For Buyers
Get introduced to your next acquisition.
Skip the broker spam. See real practices that fit your platform and growth strategy.
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$10M–$300M AUA books.
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Warm intros with context and data.
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$750 USD per year membership.
Private
AUM
$47,000,000 USD
Households
83
Custodians
Altruist
TTM Revenue
$512,730 USD
Request An Introduction
How Bookway works.
Create a private listing.
Build a redacted firm profile and share transition goals in a quick call with our team.
We screen all requests.
We screen introduction requests and highlight the best-fit matches.
Warm introductions.
You meet directly. We provide checklists and stay out of economics.
“Bookway filtered the noise. Two intros, one perfect fit.”
— Managing Partner, $170M AUM RIA (confidential)