M&A Opportunities
Explore the list of financial services practices currently listed on the FP Transitions open market.
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RIA
#25-593 | Michigan
REVENUE: $300,000
ASSETS: $74,000,000
Accepting Inquiries
RIA
#25-593 | Michigan
REVENUE: $300,000
ASSETS: $74,000,000
Accepting Inquiries
RIA
#25-591 | Pacific Northwest
REVENUE: $2,000,000
ASSETS: $250,000,000
Accepting Inquiries
RIA
#25-591 | Pacific Northwest
REVENUE: $2,000,000
ASSETS: $250,000,000
Accepting Inquiries
RIA
#25-589 | Northwest
REVENUE: $210,000
ASSETS: $50,000,000
Accepting Inquiries
RIA
#25-589 | Northwest
REVENUE: $210,000
ASSETS: $50,000,000
Accepting Inquiries
RIA
#25-588 | West Coast
REVENUE: $5,500,000
ASSETS: $800,000,000
Accepting Inquiries
RIA
#25-588 | West Coast
REVENUE: $5,500,000
ASSETS: $800,000,000
Accepting Inquiries
RIA
#25-586 | Pacific Northwest
REVENUE: $250,000
ASSETS: $60,000,000
Accepting Inquiries
RIA
#25-586 | Pacific Northwest
REVENUE: $250,000
ASSETS: $60,000,000
Accepting Inquiries
RIA
#25-585 | Metropolitan Midwest
REVENUE: $2,300,000
ASSETS: $350,000,000
Accepting Inquiries
RIA
#25-585 | Metropolitan Midwest
REVENUE: $2,300,000
ASSETS: $350,000,000
Accepting Inquiries
RIA
#25-584 | Southern California
REVENUE: $1,300,000
ASSETS: $190,000,000
Accepting Inquiries
RIA
#25-584 | Southern California
REVENUE: $1,300,000
ASSETS: $190,000,000
Accepting Inquiries
RIA
#25-572 | Florida
REVENUE: $1,000,000
ASSETS: $130,000,000
Accepting Inquiries
RIA
#25-572 | Florida
REVENUE: $1,000,000
ASSETS: $130,000,000
Accepting Inquiries
RIA
#25-570 | Pacific Northwest
REVENUE: $1,700,000
ASSETS: $300,000,000
Accepting Inquiries
RIA
#25-570 | Pacific Northwest
REVENUE: $1,700,000
ASSETS: $300,000,000
Accepting Inquiries
RIA
#25-569 | New England
REVENUE: $2,300,000
ASSETS: $275,000,000
Accepting Inquiries
RIA
#25-569 | New England
REVENUE: $2,300,000
ASSETS: $275,000,000
Accepting Inquiries
RIA
#25-561 | Pacific Northwest
REVENUE: $1,574,611
ASSETS: $1,207,000,000
Accepting Inquiries
RIA
#25-561 | Pacific Northwest
REVENUE: $1,574,611
ASSETS: $1,207,000,000
Accepting Inquiries
RIA
#25-556 | Northern California
REVENUE: $240,000
ASSETS: $42,000,000
Accepting Inquiries
RIA
#25-556 | Northern California
REVENUE: $240,000
ASSETS: $42,000,000
Accepting Inquiries
RIA
#25-548 | Midwest
REVENUE: $2,700,000
ASSETS: $375,000,000
Accepting Inquiries
RIA
#25-548 | Midwest
REVENUE: $2,700,000
ASSETS: $375,000,000
Accepting Inquiries
IAR
#25-583 | Chicago Suburbs
REVENUE: $1,300,000
ASSETS: $40,000,000
Interviewing Finalists
IAR
#25-583 | Chicago Suburbs
REVENUE: $1,300,000
ASSETS: $40,000,000
Interviewing Finalists
RIA
#25-558 | Upstate New York
REVENUE: $3,700,000
ASSETS: $425,000,000
Interviewing Finalists
RIA
#25-558 | Upstate New York
REVENUE: $3,700,000
ASSETS: $425,000,000
Interviewing Finalists
RIA
#25-549 | New Jersey
REVENUE: $316,000
ASSETS: $44,215,382
Interviewing Finalists
RIA
#25-549 | New Jersey
REVENUE: $316,000
ASSETS: $44,215,382
Interviewing Finalists
Hybrid
#25-544 | Mid Atlantic
REVENUE: $2,000,000
ASSETS: $300,000,000
Interviewing Finalists
Hybrid
#25-544 | Mid Atlantic
REVENUE: $2,000,000
ASSETS: $300,000,000
Interviewing Finalists
RIA
#25-542 | New England
REVENUE: $3,050,000
ASSETS: $450,000,000
Interviewing Finalists
RIA
#25-542 | New England
REVENUE: $3,050,000
ASSETS: $450,000,000
Interviewing Finalists
RIA
#25-528 | Pacific Northwest
REVENUE: $1,400,000
ASSETS: $150,000,000
Interviewing Finalists
RIA
#25-528 | Pacific Northwest
REVENUE: $1,400,000
ASSETS: $150,000,000
Interviewing Finalists
RIA
#25-576 | Pacific Northwest
REVENUE: $1,400,000
ASSETS: $190,000,000
Reviewing Offers
RIA
#25-576 | Pacific Northwest
REVENUE: $1,400,000
ASSETS: $190,000,000
Reviewing Offers
IAR/RR
#25-534 | New York
REVENUE: $1,500,000
ASSETS: $350,000,000
Reviewing Offers
IAR/RR
#25-534 | New York
REVENUE: $1,500,000
ASSETS: $350,000,000
Reviewing Offers
RIA
#25-581 | Central Ohio
REVENUE: $200,000
ASSETS: $45,000,000
Offer Accepted
RIA
#25-581 | Central Ohio
REVENUE: $200,000
ASSETS: $45,000,000
Offer Accepted
IAR
#25-579 | Chicago Suburbs
REVENUE: $220,000
ASSETS: $180,000,000
Offer Accepted
IAR
#25-579 | Chicago Suburbs
REVENUE: $220,000
ASSETS: $180,000,000
Offer Accepted
RIA
#25-567 | Central Texas
REVENUE: $800,000
ASSETS: $80,000,000
Offer Accepted
RIA
#25-567 | Central Texas
REVENUE: $800,000
ASSETS: $80,000,000
Offer Accepted
RIA
#25-566 | Missouri
REVENUE: $223,000
ASSETS: $30,490,000
Offer Accepted
RIA
#25-566 | Missouri
REVENUE: $223,000
ASSETS: $30,490,000
Offer Accepted
RIA
#25-562 | Houston, Texas
REVENUE: $124,000
ASSETS: $36,000,000
Offer Accepted
RIA
#25-562 | Houston, Texas
REVENUE: $124,000
ASSETS: $36,000,000
Offer Accepted
RIA
#25-547 | Northern New England
REVENUE: $2,300,000
ASSETS: $245,000,000
Offer Accepted
RIA
#25-547 | Northern New England
REVENUE: $2,300,000
ASSETS: $245,000,000
Offer Accepted
IAR/RR
#25-546 | Colorado
REVENUE: $276,425
ASSETS: $45,000,000
Offer Accepted
IAR/RR
#25-546 | Colorado
REVENUE: $276,425
ASSETS: $45,000,000
Offer Accepted
RIA
#25-536 | Dallas, Texas
REVENUE: $239,453.36
ASSETS: $27,702,996
Offer Accepted
RIA
#25-536 | Dallas, Texas
REVENUE: $239,453.36
ASSETS: $27,702,996
Offer Accepted