The Trusted Marketplace for Buyers and Sellers of Financial Service Practices.

Total Listings
29
Total AUM
$966,438,000
Number of Accounts
9,205
Average Revenue Mix
Average Product Mix

Listings By State

70 million in AUM

Trailing 12 Month Gross Revenue $500,000

Assets Under Management $70,000,000

Advisor Location Decatur, AL

10 million in AUM

Trailing 12 Month Gross Revenue $140,000

Assets Under Management $10,000,000

Advisor Location Anniston, AL

30 million in AUM

Trailing 12 Month Gross Revenue $20,000

Assets Under Management $30,000,000

Advisor Location Elizabether, CO

$35M in AUM with great growth po...

Trailing 12 Month Gross Revenue $150,000

Assets Under Management $35,000,000

Advisor Location CO

35 million in AUM

Trailing 12 Month Gross Revenue $300,000

Assets Under Management $35,000,000

Advisor Location Wilmington, DE

Continuity Plan or Future Sale

Trailing 12 Month Gross Revenue $300,000

Assets Under Management $40,000,000

Advisor Location Dade city, FL

continuity Plan for future sale

Trailing 12 Month Gross Revenue $823,000

Assets Under Management $93,438,000

Advisor Location Tampa, FL

Selling Book to Fee Only Planner

Trailing 12 Month Gross Revenue $125,000

Assets Under Management $20,000,000

Advisor Location Palm Harbor, FL

20 million in AUM

Trailing 12 Month Gross Revenue $120,000

Assets Under Management $20,000,000

Advisor Location Indianola, IA

the perfect instant business

Trailing 12 Month Gross Revenue $1,000,000

Assets Under Management $80,000,000

Advisor Location boise, ID

25 million in AUM

Trailing 12 Month Gross Revenue $180,000

Assets Under Management $25,000,000

Advisor Location Nokomis, IL

partner or buyer

Trailing 12 Month Gross Revenue $275,000

Assets Under Management $25,000,000

Advisor Location northbrook, IL

$50 Million AUM - Lots of Altern...

Trailing 12 Month Gross Revenue $250,000

Assets Under Management $50,000,000

Advisor Location Mount Vernon, IL

30 million in AUM

Trailing 12 Month Gross Revenue $125,000

Assets Under Management $32,000,000

Advisor Location Haverhill, MA

Multi Generational Practice In B...

Trailing 12 Month Gross Revenue $225,000

Assets Under Management $34,000,000

Advisor Location Boston, MA

15 million in AUM at RIA

Trailing 12 Month Gross Revenue $75,000

Assets Under Management $15,000,000

Advisor Location Harpswell, ME

10 million in AUM mostly insuran...

Trailing 12 Month Gross Revenue $100,000

Assets Under Management $10,000,000

Advisor Location Greensboro, NC

9 million in AUM

Trailing 12 Month Gross Revenue $160,000

Assets Under Management $9,000,000

Advisor Location Elmira, NY

16 million in AUM

Trailing 12 Month Gross Revenue $45,000

Assets Under Management $16,000,000

Advisor Location North Ridgeville, OH

20 Million in AUM

Trailing 12 Month Gross Revenue $100,000

Assets Under Management $20,000,000

Advisor Location Tulsa, OK

Partial or full practice sale 20...

Trailing 12 Month Gross Revenue $150,000

Assets Under Management $20,000,000

Advisor Location Eugene, OR

15 million in AUM

Trailing 12 Month Gross Revenue $150,000

Assets Under Management $15,000,000

Advisor Location Palmyra, PA

50 million in AUM

Trailing 12 Month Gross Revenue $360,000

Assets Under Management $50,000,000

Advisor Location Jefferson Hills, PA

30 year Practice

Trailing 12 Month Gross Revenue $270,000

Assets Under Management $30,000,000

Advisor Location Jackson, TN

$24 Million AUM in Nashville, TN

Trailing 12 Month Gross Revenue $200,000

Assets Under Management $24,000,000

Advisor Location Nashville, TN

48 million in AUM

Trailing 12 Month Gross Revenue $500,000

Assets Under Management $48,000,000

Advisor Location Arlington, TX

35 million in AUM

Trailing 12 Month Gross Revenue $250,000

Assets Under Management $35,000,000

Advisor Location Lake Jackson, TX

Texas Book w/ $55 Million in AUM...

Trailing 12 Month Gross Revenue $250,000

Assets Under Management $55,000,000

Advisor Location Georgetown, TX

20 Million in AUM

Trailing 12 Month Gross Revenue $150,000

Assets Under Management $20,000,000

Advisor Location Leeds, UT

State currently has no active listings.

View the current listings in each state by clicking the state.

Recent Press