Marketplace for Financial Firms for Sale
Exclusive Listings of Financial Advisory Practices
Find an RIA or a financial 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.
Browse Current Listings
Select a category below to view active or recently sold practices.
Be the First to Know When New Seller Listings Go Live.
Get exclusive alerts on new RIA and advisor practices for sale, plus expert insights to help you act fast when the right opportunity appears.
90% of Buyers Don’t Qualify
We Help You Become the 10%.
Download the Practice Acquisition Checklist. Created by SRG’s M&A experts, this three-part guide walks you through the early stages of your acquisition strategy, internal preparation, seller goal setting, and sourcing strategies that get results.
Book a Consultation
Questions about a listing, a valuation, or where to start? Book a call and we’ll talk it through. No commitment, and no obligation to move forward.
