Apex AcquisitionReviews of apexacquisition.com

I have been working with Apex for less than a month and I have already had 3 meetings with clients that have $1M+ of liquid assets looking for someone to actually help them. I love my "handler" with Apex (Justin Mills) who really cares about my needs and is invested in my success. There is sales support and they host community events for us to help one another get better!

Justin Mills is an absolute DAWG. He's who I work with, and in the first month with Apex we are on pace to break $1M in new assets managed our first month live and working with these folks. It has completely supercharged my calendar and I couldn't be happier. Justin is great with setting up weekly review calls, and he always answers me lightning fast. Apex and Justin have been a GodSend for our practice.

We have been utilizing the digital and social media marketing platform provided by Apex Acquisition (formerly Agoura growth) for a couple years now. The ROI has been much better using the Apex system vs. hosting educational dinner seminars at local restaurants. The Apex team is excellent to work with and I have always found that Apex honors their commitments and "guarantee" with regard to the number of leads provided. I would highly recommend working with Apex Acquisition if you are an Investment Advisor Representative looking for an effective way of adding clients and AUM to your book of business.

As a financial advisor, finding high-quality leads is one of the biggest challenges in growing a practice. After working with Apex, I can confidently say they have made a significant impact on my business. Their team is professional, responsive, and truly understands the unique needs of financial advisors. The leads they generate are not just random contacts—they are pre-qualified, engaged, and genuinely interested in financial guidance. This has allowed me to have more meaningful conversations and spend less time chasing cold prospects. Their process is seamless, and their marketing strategies are well-executed, helping me connect with the right clients efficiently. What I appreciate most is their transparency and commitment to results. They continuously refine their approach based on feedback, ensuring that the quality of leads remains high. If you’re an advisor looking to scale your business and connect with serious prospects, I highly recommend Apex!

I would recommend Apex to any advisor looking to grow their practice. Apex delivers real prospects with real money and real problems. You can't ask anything more from a marketing company. I also appreciate that they are constantly analyzing the results and looking to improve the process.

We absolutely love partnering with Apex!!!! Their lead generation model is 2nd to none, and the unique service and sales support they provide is incredibly valuable. Our firm just re-signed for a new campaign.

We’ve had a great experience working with Apex so far. Starting something new always comes with challenges, but from the beginning, the team has been supportive and easy to work with. Our campaign has been running for about a month now, and we’ve been seeing decent results - plenty of appointments booked and people actually showing up, which is always a great sign. A big shoutout to Justin, who has been incredibly helpful, professional, and easy to work with. He’s always available to answer questions, very knowledgeable, and genuinely supportive. We’re looking forward to seeing how everything develops and hopefully getting great results while finding the right clients with Apex. Excited to continue working together!

We’ve been with Apex for a while now and we consider their leads to be some of the best we’ve ever received in this business. These are booked appointments and they are booked on your calendar and very easy to manage from there. Very good return on investment.