Practices for Sale

California Fee-Based Practice For Sale

Registered Representative for Sale This is an opportunity to acquire an Ameriprise practice in Northern California with 174 long-tenured households. The opportunity within this practice is endless – with over 30% of the AUM being held within the LGBTQ community and/or physicians/RNs, as well as a consistent center of influence and a practice that could […]

New RIA Seller in Massachusetts

RIA For Sale This is a rare opportunity to acquire a fee-only RIA in Massachusetts with only 16 extremely loyal households (average tenure of 20 years) and over $26 million in AUM. This book of business has high multi-generational relationships and very low overhead. The owner is looking to slow down but will be retaining […]

New RIA Seller in Maryland

RIA For Sale This is a great opportunity to acquire a streamlined, fee-only RIA, in Southwestern Maryland that has grown steadily over the years. The company has only 59 loyal, high net worth clients. Most of the clients are local and have been with the firm for almost a decade. The owner is looking for […]

Florida Fee-Only Practice for Sale

RIA For Sale This is a rare opportunity to acquire a fee-only RIA on the Northeast coast of Florida with 109 households, an average client tenure of 14 years, and extremely low overhead. The owner currently services the clients remotely. The owner is looking for a merger acquisition and would like a successor who is experienced, […]

Colorado Fee-Only Practice for Sale

RIA For Sale This is a rare opportunity to acquire a fee-only RIA in Colorado with 47 households with no overhead. The company focuses on military and veteran benefits. The book of business is relatively self-efficient. The owner is looking for a successor that is client-focused, experienced, market savvy, and is a good fit for the […]