Practices for Sale

New Seller in Florida!

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, […]

New Seller in Colorado!

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 […]