Growth isn’t what it used to be. Seminars, cold calling, or even professional referral program don't yield the benefits they once could. How can today’s advisors succeed without traditional growth opportunities?

We think the window of opportunity for acquiring books from retiring advisors  has never been greater.  The average U.S. advisor is over 50. According to research made available through LPL Financial, nearly one-third of advisors fall into the 55 to 64 age range and fewer young advisors are entering the business.  The next few years are viewed by many as the opportunity of a lifetime for advisors intent on growth.

Practice Acquisition support is a shared resource for everyone in our partnership.

Goss Advisors is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Goss Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Goss Advisors unless a client service agreement is in place.  Goss Advisors’ services will only be provided in states where Goss Advisors is registered or may be exempt from registration.


View ADV Part 3 Customer Relationship Summary (Form CRS), Part 2A of Form ADV or Part 2A Appendix 1 of Form ADV

Financial Times Top 300 Advisers awards for 2017, 2018, 2019, and 2020 displayed on multiple pages is based upon assets under management as of July 1st of each corresponding year.  Award also based on: asset growth, compliance record, years in existence, credentials and online accessibility.


*Combined Advisory and Brokerage Assets as of February 1, 2021.

Copyright © 2021 Goss Advisors. All rights reserved.