Practices for Sale

New Seller in Indiana

Registered Representative For Sale This is a great opportunity to acquire an established, turnkey practice with 119 core households, nearly all of whom are local. There is also an additional opportunity with approximately 32 non-core households holding an additional $835,000 in AUM. The book of business does not require any overhead expense to be retained. The […]

New Seller in Pennsylvania

Registered Representative For Sale This is a great opportunity to acquire a book of business focused on annuity and taxation planning for its long-tenured households. The book of business is self-sufficient with low overhead expenses. The owner is looking for a successor that has experience, understands annuities, and who is tax conscious. The seller believes […]

New Seller in California

Registered Representative For Sale This is an opportunity to acquire a fee-based practice near the central coastline of California with 136 long-tenured households and no retained expenses. The seller is an EA and will be focusing their time continuing to service approximately 60% of the clients with their tax and accounting needs. The seller is […]

New Seller in Oklahoma

RIA and Independent BD For Sale This is a great opportunity to acquire an establishment with 24 total registered professionals, 18 of which are producing advisors, with the largest producer serving as the owner of the RIA/IBD. The owner is looking to phase out over the next 3-5 years, continuing to be a producing advisor […]

New Seller in Maryland

Registered Representative For Sale This is a great opportunity to acquire a faith-based practice with 154 loyal, high net worth households, nearly 71% of whom are local. The book of business would come with a team of high-quality staff to assist with the transition and beyond. The seller is looking for a successor that will […]

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 […]