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Andrew Maroli

Andrew D. Mirolli, CEPA® — Co-Founder and Head of Client Services at buyAUM.com, helping RIAs with succession planning, acquisitions, and practice transitions.

Jul 29, 2026

10:42
What's the biggest challenge you're facing now?
10:44
So, Seth, I think it's, [sighs] I think that a lot of the advisors in the space that are solo or independent, they focus on...
10:57
I think there's two camps.
10:58
One camp says, "I know what enough is.
11:00
I've got 30, 50, 80 million in AUM.
11:03
I'm making good money." Um, the other camp says, "I'm gonna grow to find security." And so I think the, the piece of advice I would say is to begin to pivot and think about, "What am I really building?" And, "Is what I'm building something that someone would buy?" Right? My partner and I, we're both CEPAs, which is a certified exit planning advisor.
11:28
It's all about your customer capital.
13:13
What do you like best about what you're doing?

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