M&A Opportunities
Explore the list of financial services practices currently listed on the FP Transitions open market. You must log in to your member dashboard to inquire. Not a member yet? Sign up for an account here.
IAR/RR
#23-426
New Jersey
Revenue: $1,148,907
Assets: $209,951,000
Accepting Inquiries
IAR/RR
#22-400
Washington D.C. Metro Area
Revenue: $883,649
Assets: $122,737,630
Accepting Inquiries
IAR/RR
#22-393
NYC Metro
Revenue: $1,877,894
Assets: $200,000,000
Accepting Inquiries
RIA
#22-387
Southwestern Ohio
Revenue: $622,288
Assets: $92,206,583
Accepting Inquiries
RR
#23-425
Western Kentucky
Revenue: $1,173,026
Assets: $83,324,200
Interviewing Finalists
RIA
#22-419
California
Revenue: $477,729
Assets: $60,448,900
Interviewing Finalists
RIA
#22-416
Tampa Bay Area
Revenue: $774,419
Assets: $110,358,000
Interviewing Finalists
RIA
#22-407
Michigan
Revenue: $1,249,235
Assets: $210,900,000
Interviewing Finalists
RIA
#22-420
New Hampshire
Revenue: $322,916
Assets: $15,300,000
Reviewing Offers
RIA
#22-410
Houston, Texas
Revenue: $1,025,747
Assets: $110,000,000
Reviewing Offers
RIA
#22-409
New Hampshire
Revenue: $337,716
Assets: $51,425,800
Reviewing Offers
RIA
#22-405
Boston Suburbs
Revenue: $679,815
Assets: $43,000,000
Reviewing Offers
IAR/RR
#22-397
New York
Revenue: $563,118
Assets: $45,761,700
Reviewing Offers
Hybrid
#22-413
Tampa Bay, Florida
Revenue: $2,654,335
Assets: $287,143,000
Offer Accepted
RIA
#22-406
North Texas
Revenue: $719,208
Assets: $131,980,000
Offer Accepted
RIA
#22-403
Chicago
Revenue: $819,000
Assets: $111,000,000
Offer Accepted
IAR/RR
#22-395
Washington DC Suburbs
Revenue: $1,358,823
Assets: $130,627,000
Offer Accepted
RIA
#22-392
Minnesota
Revenue: $2,436,946
Assets: $312,887,804
Offer Accepted
RIA
#22-390
Northeast
Revenue: $3,052,000
Assets: $600,000,000
Offer Accepted
RIA
#22-378
Ohio
Revenue: $2,294,805
Assets: $340,000,000
Offer Accepted
RIA
#22-374
Greater Boston Area
Revenue: $127,007
Assets: $10,000,000
Offer Accepted
RIA
#22-373
Washington
Revenue: $249,919
Assets: $24,919,209
Offer Accepted
RIA
#22-369
Massachusetts
Revenue: $907,354
Assets: $160,000,000
Offer Accepted
RIA
#22-367
Pennsylvania
Revenue: $2,823,400
Assets: $389,000,000
Offer Accepted
RIA
#21-352
Central Florida
Revenue: $417,555
Assets: $125,445,466
Offer Accepted
RIA
#21-342
New York
Revenue: $1,775,392
Assets: $1,088,248,610
Offer Accepted