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?
IAR
#23-462 | NYC Metro
REVENUE: $1,695,282
ASSETS: $157,224,905
Accepting Inquiries
IAR
#23-462 | NYC Metro
REVENUE: $1,695,282
ASSETS: $157,224,905
Accepting Inquiries
RIA
#23-460 | Bay Area, California
REVENUE: $860,000
ASSETS: $57,145,890
Accepting Inquiries
RIA
#23-460 | Bay Area, California
REVENUE: $860,000
ASSETS: $57,145,890
Accepting Inquiries
Hybrid
#23-457 | Hawaii
REVENUE: $2,036,752
ASSETS: $200,000,000
Accepting Inquiries
Hybrid
#23-457 | Hawaii
REVENUE: $2,036,752
ASSETS: $200,000,000
Accepting Inquiries
RIA
#23-455 | Los Angeles
REVENUE: $751,520.47
ASSETS: $96,890,161
Accepting Inquiries
RIA
#23-455 | Los Angeles
REVENUE: $751,520.47
ASSETS: $96,890,161
Accepting Inquiries
RIA
#23-453 | Midwest
REVENUE: $3,610,000
ASSETS: $600,000,000
Accepting Inquiries
RIA
#23-453 | Midwest
REVENUE: $3,610,000
ASSETS: $600,000,000
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
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
IAR/RR
#23-438 | Kansas City
REVENUE: $904,928
ASSETS: $230,000,000
Accepting Inquiries
IAR/RR
#23-438 | Kansas City
REVENUE: $904,928
ASSETS: $230,000,000
Accepting Inquiries
RIA
#23-433 | Maine
REVENUE: $238,478
ASSETS: $28,881,210
Accepting Inquiries
RIA
#23-433 | Maine
REVENUE: $238,478
ASSETS: $28,881,210
Accepting Inquiries
RIA
#22-409 | New Hampshire
REVENUE: $337,716
ASSETS: $51,425,800
Accepting Inquiries
RIA
#22-409 | New Hampshire
REVENUE: $337,716
ASSETS: $51,425,800
Accepting Inquiries
RIA
#23-461 | Northeast
REVENUE: $399,105
ASSETS: $67,466,128
Interviewing Finalists
RIA
#23-461 | Northeast
REVENUE: $399,105
ASSETS: $67,466,128
Interviewing Finalists
RIA
#23-454 | New York
REVENUE: $1,789,778
ASSETS: $950,000,000
Interviewing Finalists
RIA
#23-454 | New York
REVENUE: $1,789,778
ASSETS: $950,000,000
Interviewing Finalists
RIA
#23-451 | Southeastern Pennsylvania
REVENUE: $347,000
ASSETS: $54,000,000
Interviewing Finalists
RIA
#23-451 | Southeastern Pennsylvania
REVENUE: $347,000
ASSETS: $54,000,000
Interviewing Finalists
IAR/RR
#23-450 | Denver, CO
REVENUE: $438,469
ASSETS: $52,517,200
Interviewing Finalists
IAR/RR
#23-450 | Denver, CO
REVENUE: $438,469
ASSETS: $52,517,200
Interviewing Finalists
IAR/RR
#23-449 | Denver Metro
REVENUE: $761,813
ASSETS: $66,743,000
Interviewing Finalists
IAR/RR
#23-449 | Denver Metro
REVENUE: $761,813
ASSETS: $66,743,000
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
#23-446 | Eastern Pennsylvania
REVENUE: $290,000
ASSETS: $34,704,700
Interviewing Finalists
RIA
#23-446 | Eastern Pennsylvania
REVENUE: $290,000
ASSETS: $34,704,700
Interviewing Finalists
IAR/RR
#23-443 | Western Michigan
REVENUE: $850,261
ASSETS: $105,913,800
Interviewing Finalists
IAR/RR
#23-443 | Western Michigan
REVENUE: $850,261
ASSETS: $105,913,800
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
RIA
#23-437 | Nashville, TN
REVENUE: $768,245
ASSETS: $110,678,418
Interviewing Finalists
RIA
#23-437 | Nashville, TN
REVENUE: $768,245
ASSETS: $110,678,418
Interviewing Finalists
RIA
#23-434 | Colorado
REVENUE: $428,285
ASSETS: $43,308,000
Interviewing Finalists
RIA
#23-434 | Colorado
REVENUE: $428,285
ASSETS: $43,308,000
Interviewing Finalists
RIA
#23-431 | Sacramento Valley
REVENUE: $430,000
ASSETS: $65,000,000
Interviewing Finalists
RIA
#23-431 | Sacramento Valley
REVENUE: $430,000
ASSETS: $65,000,000
Interviewing Finalists
RIA
#23-442 | Pacific Northwest
REVENUE: $608,000
ASSETS: $66,900,000
Reviewing Offers
RIA
#23-442 | Pacific Northwest
REVENUE: $608,000
ASSETS: $66,900,000
Reviewing Offers
RIA
#23-436 | National Client Base
REVENUE: $531,000
ASSETS: $53,000,000
Reviewing Offers
RIA
#23-436 | National Client Base
REVENUE: $531,000
ASSETS: $53,000,000
Reviewing Offers
IAR/RR
#23-428 | Pacific Northwest
REVENUE: $2,543,966
ASSETS: $450,175,000
Reviewing Offers
IAR/RR
#23-428 | Pacific Northwest
REVENUE: $2,543,966
ASSETS: $450,175,000
Reviewing Offers
Hybrid
#23-427 | Northern New Jersey
REVENUE: $1,671,810
ASSETS: $189,300,000
Reviewing Offers
Hybrid
#23-427 | Northern New Jersey
REVENUE: $1,671,810
ASSETS: $189,300,000
Reviewing Offers
RIA
#22-407 | Michigan
REVENUE: $1,249,235
ASSETS: $210,900,000
Reviewing Offers
RIA
#22-407 | Michigan
REVENUE: $1,249,235
ASSETS: $210,900,000
Reviewing Offers
RIA
#22-405 | Boston Suburbs
REVENUE: $679,815
ASSETS: $43,000,000
Reviewing Offers
RIA
#22-405 | Boston Suburbs
REVENUE: $679,815
ASSETS: $43,000,000
Reviewing Offers
Hybrid
#23-435 | Northeast
REVENUE: $1,713,318
ASSETS: $180,000,000
Offer Accepted
Hybrid
#23-435 | Northeast
REVENUE: $1,713,318
ASSETS: $180,000,000
Offer Accepted
Hybrid
#23-430 | Los Angeles Area
REVENUE: $1,566,472
ASSETS: $187,000,000
Offer Accepted
Hybrid
#23-430 | Los Angeles Area
REVENUE: $1,566,472
ASSETS: $187,000,000
Offer Accepted
RIA
#23-429 | Nationwide
REVENUE: $455,113
ASSETS: $91,000,000
Offer Accepted
RIA
#23-429 | Nationwide
REVENUE: $455,113
ASSETS: $91,000,000
Offer Accepted
IAR/RR
#23-426 | New Jersey
REVENUE: $1,148,907
ASSETS: $209,951,000
Offer Accepted
IAR/RR
#23-426 | New Jersey
REVENUE: $1,148,907
ASSETS: $209,951,000
Offer Accepted
RR
#23-425 | Western Kentucky
REVENUE: $1,173,026
ASSETS: $83,324,200
Offer Accepted
RR
#23-425 | Western Kentucky
REVENUE: $1,173,026
ASSETS: $83,324,200
Offer Accepted
Hybrid
#23-422 | Capital District Region, NY
REVENUE: $1,900,000
ASSETS: $200,000,000
Offer Accepted
Hybrid
#23-422 | Capital District Region, NY
REVENUE: $1,900,000
ASSETS: $200,000,000
Offer Accepted
RIA
#22-420 | New Hampshire
REVENUE: $322,916
ASSETS: $15,300,000
Offer Accepted
RIA
#22-420 | New Hampshire
REVENUE: $322,916
ASSETS: $15,300,000
Offer Accepted
RIA
#22-419 | California
REVENUE: $477,729
ASSETS: $60,448,900
Offer Accepted
RIA
#22-419 | California
REVENUE: $477,729
ASSETS: $60,448,900
Offer Accepted
Hybrid
#22-413 | Tampa Bay, Florida
REVENUE: $2,654,335
ASSETS: $287,143,000
Offer Accepted
Hybrid
#22-413 | Tampa Bay, Florida
REVENUE: $2,654,335
ASSETS: $287,143,000
Offer Accepted
IAR/RR
#22-397 | New York
REVENUE: $563,118
ASSETS: $45,761,700
Offer Accepted
IAR/RR
#22-397 | New York
REVENUE: $563,118
ASSETS: $45,761,700
Offer Accepted
IAR/RR
#22-395 | Washington DC Suburbs
REVENUE: $1,358,823
ASSETS: $130,627,000
Offer Accepted
IAR/RR
#22-395 | Washington DC Suburbs
REVENUE: $1,358,823
ASSETS: $130,627,000
Offer Accepted
RIA
#22-390 | Northeast
REVENUE: $3,052,000
ASSETS: $600,000,000
Offer Accepted
RIA
#22-390 | Northeast
REVENUE: $3,052,000
ASSETS: $600,000,000
Offer Accepted
RIA
#22-387 | Southwestern Ohio
REVENUE: $622,288
ASSETS: $92,206,583
Offer Accepted
RIA
#22-387 | Southwestern Ohio
REVENUE: $622,288
ASSETS: $92,206,583
Offer Accepted
RIA
#22-369 | Massachusetts
REVENUE: $907,354
ASSETS: $160,000,000
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
#22-367 | Pennsylvania
REVENUE: $2,823,400
ASSETS: $389,000,000
Offer Accepted