Sellers

We can help you complete a deal. Where are you right now in your process?

Buyers

Interested in a listing? Complete the buyer profile to be notified first when a new listing is published:

MyCompass

Whether you are a team of 1 or 100, SRG's open market of seller listings is at your fingertips in MyCompass.

Sign up for our free membership to complete a buyer profile and express interest in any listings you want to bid on. If you are a good fit, we will contact you to begin the deal process.

It is that simple.

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About SRG

Succession Resource Group is a boutique succession consulting firm based in the Pacific Northwest, serving clients across the country. SRG was founded by David Grau Jr., MBA in 2012 after nearly a decade of helping advisors with valuation and succession planning. SRG's team of experts leverage their industry expertise, combined with best-in-class resources, to help advisors, agents, and accountants manage the equity in their businesses...

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Marketplace for RIA Firms
for Sale in the US

Exclusive Listings of Financial Advisory Practices

Find an RIA firm for sale in our simple and easy-to-use online marketplace - myCompass. Below is a simple summary of each listing on myCompass, including Active listings, Coming Soon, Pending, as well as recently sold practices. Login to myCompass to view more details and complete a buyer profile so you can express interest.

Learn More About MyCompass

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