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


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


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.


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...

Continue Reading »


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

Download Info Sheet →

Buy Smarter with Resources for Financial Advisors

4 min read

Acquiring a Financial Practice? Avoid These Common Points of Contention

For anyone who has siblings, or is raising siblings, you might be familiar with the “Fair Share” tactic. Two siblings...

5 min read

Buying a Book of Business- How to Acquire a Financial Practice

Whether you are just starting out as a financial advisor or you are simply looking to expand your established...

5 min read

How to Acquire a Financial Practice

Those employed as financial advisors will likely come to a time in their career where they would like to make a...