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?

RIA

#23-476  |  Santa Clara County, CA

REVENUE:  $154,175

ASSETS:  $23,083,518.3

Accepting Inquiries

RIA

#23-476  |  Santa Clara County, CA

REVENUE:  $154,175

ASSETS:  $23,083,518.3

Accepting Inquiries

RIA

#23-472  |  Northeast

REVENUE:  $1,600,000

ASSETS:  $178,000,000

Accepting Inquiries

RIA

#23-472  |  Northeast

REVENUE:  $1,600,000

ASSETS:  $178,000,000

Accepting Inquiries

IAR/RR

#23-471  |  New York

REVENUE:  $503,525

ASSETS:  $45,761,700

Accepting Inquiries

IAR/RR

#23-471  |  New York

REVENUE:  $503,525

ASSETS:  $45,761,700

Accepting Inquiries

Hybrid

#23-468  |  Virginia

REVENUE:  $1,700,000

ASSETS:  $195,000,000

Accepting Inquiries

Hybrid

#23-468  |  Virginia

REVENUE:  $1,700,000

ASSETS:  $195,000,000

Accepting Inquiries

RIA

#23-467  |  Northeast

REVENUE:  $5,600,000

ASSETS:  $803,000,000

Accepting Inquiries

RIA

#23-467  |  Northeast

REVENUE:  $5,600,000

ASSETS:  $803,000,000

Accepting Inquiries

RIA

#23-456  |  Bay Area of California

REVENUE:  $1,378,631

ASSETS:  $121,000,000

Accepting Inquiries

RIA

#23-456  |  Bay Area of California

REVENUE:  $1,378,631

ASSETS:  $121,000,000

Accepting Inquiries

RIA

#23-452  |  Scottsdale, AZ

REVENUE:  $261,206

ASSETS:  $28,000,000

Accepting Inquiries

RIA

#23-452  |  Scottsdale, AZ

REVENUE:  $261,206

ASSETS:  $28,000,000

Accepting Inquiries

Hybrid

#23-445  |  Louisiana

REVENUE:  $641,569

ASSETS:  $103,632,000

Accepting Inquiries

Hybrid

#23-445  |  Louisiana

REVENUE:  $641,569

ASSETS:  $103,632,000

Accepting Inquiries

RIA

#23-440  |  Western US

REVENUE:  $5,300,000

ASSETS:  $550,000,000

Accepting Inquiries

RIA

#23-440  |  Western US

REVENUE:  $5,300,000

ASSETS:  $550,000,000

Accepting Inquiries

RIA

#23-434  |  Colorado

REVENUE:  $428,285

ASSETS:  $43,308,000

Accepting Inquiries

RIA

#23-434  |  Colorado

REVENUE:  $428,285

ASSETS:  $43,308,000

Accepting Inquiries

RIA

#23-427  |  Northern New Jersey

REVENUE:  $1,671,810

ASSETS:  $189,300,000

Accepting Inquiries

RIA

#23-427  |  Northern New Jersey

REVENUE:  $1,671,810

ASSETS:  $189,300,000

Accepting Inquiries

IAR/RR

#23-426  |  New Jersey

REVENUE:  $1,148,907

ASSETS:  $209,951,000

Accepting Inquiries

IAR/RR

#23-426  |  New Jersey

REVENUE:  $1,148,907

ASSETS:  $209,951,000

Accepting Inquiries

Hybrid

#23-422  |  Capital District Region, NY

REVENUE:  $1,900,000

ASSETS:  $200,000,000

Accepting Inquiries

Hybrid

#23-422  |  Capital District Region, NY

REVENUE:  $1,900,000

ASSETS:  $200,000,000

Accepting Inquiries

RIA

#23-473  |  Pacific Northwest

REVENUE:  $630,000

ASSETS:  $115,000,000

Interviewing Finalists

RIA

#23-473  |  Pacific Northwest

REVENUE:  $630,000

ASSETS:  $115,000,000

Interviewing Finalists

IAR/RR

#23-459  |  Northeast

REVENUE:  $3,300,000

ASSETS:  $600,000,000

Interviewing Finalists

IAR/RR

#23-459  |  Northeast

REVENUE:  $3,300,000

ASSETS:  $600,000,000

Interviewing Finalists

RIA

#23-453  |  Midwest

REVENUE:  $3,610,000

ASSETS:  $600,000,000

Interviewing Finalists

RIA

#23-453  |  Midwest

REVENUE:  $3,610,000

ASSETS:  $600,000,000

Interviewing Finalists

RIA

#23-448  |  National Client Base- Chicago

REVENUE:  $116,700

ASSETS:  $14,765,000

Interviewing Finalists

RIA

#23-448  |  National Client Base- Chicago

REVENUE:  $116,700

ASSETS:  $14,765,000

Interviewing Finalists

RIA

#23-441  |  New Jersey

REVENUE:  $542,000

ASSETS:  $71,000,000

Interviewing Finalists

RIA

#23-441  |  New Jersey

REVENUE:  $542,000

ASSETS:  $71,000,000

Interviewing Finalists

IAR/RR

#23-438  |  Kansas City

REVENUE:  $904,928

ASSETS:  $230,000,000

Interviewing Finalists

IAR/RR

#23-438  |  Kansas City

REVENUE:  $904,928

ASSETS:  $230,000,000

Interviewing Finalists

RIA

#23-446  |  Eastern Pennsylvania

REVENUE:  $290,000

ASSETS:  $34,704,700

Reviewing Offers

RIA

#23-446  |  Eastern Pennsylvania

REVENUE:  $290,000

ASSETS:  $34,704,700

Reviewing Offers

IAR/RR

#23-465  |  Rhode Island

REVENUE:  $176,605

ASSETS:  $25,900

Offer Accepted

IAR/RR

#23-465  |  Rhode Island

REVENUE:  $176,605

ASSETS:  $25,900

Offer Accepted

IAR

#23-462  |  NYC Metro

REVENUE:  $1,695,282

ASSETS:  $157,224,905

Offer Accepted

IAR

#23-462  |  NYC Metro

REVENUE:  $1,695,282

ASSETS:  $157,224,905

Offer Accepted

Hybrid

#23-457  |  Hawaii

REVENUE:  $2,036,752

ASSETS:  $200,000,000

Offer Accepted

Hybrid

#23-457  |  Hawaii

REVENUE:  $2,036,752

ASSETS:  $200,000,000

Offer Accepted

RIA

#23-455  |  Los Angeles

REVENUE:  $751,520.47

ASSETS:  $96,890,161

Offer Accepted

RIA

#23-455  |  Los Angeles

REVENUE:  $751,520.47

ASSETS:  $96,890,161

Offer Accepted

RIA

#23-454  |  New York

REVENUE:  $1,789,778

ASSETS:  $950,000,000

Offer Accepted

RIA

#23-454  |  New York

REVENUE:  $1,789,778

ASSETS:  $950,000,000

Offer Accepted

IAR/RR

#23-450  |  Denver, CO

REVENUE:  $438,469

ASSETS:  $52,517,200

Offer Accepted

IAR/RR

#23-450  |  Denver, CO

REVENUE:  $438,469

ASSETS:  $52,517,200

Offer Accepted

IAR/RR

#23-449  |  Denver Metro

REVENUE:  $761,813

ASSETS:  $66,743,000

Offer Accepted

IAR/RR

#23-449  |  Denver Metro

REVENUE:  $761,813

ASSETS:  $66,743,000

Offer Accepted

RIA

#23-437  |  Nashville, TN

REVENUE:  $768,245

ASSETS:  $110,678,418

Offer Accepted

RIA

#23-437  |  Nashville, TN

REVENUE:  $768,245

ASSETS:  $110,678,418

Offer Accepted

RIA

#23-433  |  Maine

REVENUE:  $238,478

ASSETS:  $28,881,210

Offer Accepted

RIA

#23-433  |  Maine

REVENUE:  $238,478

ASSETS:  $28,881,210

Offer Accepted

IAR/RR

#23-428  |  Pacific Northwest

REVENUE:  $2,543,966

ASSETS:  $450,175,000

Offer Accepted

IAR/RR

#23-428  |  Pacific Northwest

REVENUE:  $2,543,966

ASSETS:  $450,175,000

Offer Accepted

RIA

#22-407  |  Michigan

REVENUE:  $1,249,235

ASSETS:  $210,900,000

Offer Accepted

RIA

#22-407  |  Michigan

REVENUE:  $1,249,235

ASSETS:  $210,900,000

Offer Accepted

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