M&A Opportunities
Explore the list of financial services practices currently listed on the FP Transitions open market.
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RIA
#26-620 | California
REVENUE: $1,600,000.00
ASSETS: $288,000,000.00
RIA
#26-620 | California
REVENUE: $1,600,000.00
ASSETS: $288,000,000.00
RIA
#26-617 | Southern California
REVENUE: $1,200,000.00
ASSETS: $110,000,000.00
RIA
#26-617 | Southern California
REVENUE: $1,200,000.00
ASSETS: $110,000,000.00
RIA
#26-615 | Northwest
REVENUE: $3,000,000.00
ASSETS: $290,000,000.00
RIA
#26-615 | Northwest
REVENUE: $3,000,000.00
ASSETS: $290,000,000.00
RIA
#26-614 | Pacific Northwest
REVENUE: $1,500,000.00
ASSETS: $155,000,000.00
RIA
#26-614 | Pacific Northwest
REVENUE: $1,500,000.00
ASSETS: $155,000,000.00
RIA
#26-612 | East Side Seattle
REVENUE: $1,800,000.00
ASSETS: $275,000,000.00
RIA
#26-612 | East Side Seattle
REVENUE: $1,800,000.00
ASSETS: $275,000,000.00
IAR
#26-610 | Northern California
REVENUE: $950,000.00
ASSETS: $160,000,000.00
IAR
#26-610 | Northern California
REVENUE: $950,000.00
ASSETS: $160,000,000.00
RIA
#26-608 | Florida
REVENUE: $420,000.00
ASSETS: $55,000,000.00
RIA
#26-608 | Florida
REVENUE: $420,000.00
ASSETS: $55,000,000.00
RIA
#26-607 | Midwest
REVENUE: $3,500,000.00
ASSETS: $210,000,000.00
RIA
#26-607 | Midwest
REVENUE: $3,500,000.00
ASSETS: $210,000,000.00
RIA
#25-601 | Southern California
REVENUE: $1,500,000
ASSETS: $220,000,000
RIA
#25-601 | Southern California
REVENUE: $1,500,000
ASSETS: $220,000,000
RIA
#25-598 | Northeast
REVENUE: $900,000
ASSETS: $100,000,000
RIA
#25-598 | Northeast
REVENUE: $900,000
ASSETS: $100,000,000
RIA
#25-591 | Pacific Northwest
REVENUE: $2,000,000.00
ASSETS: $250,000,000.00
RIA
#25-591 | Pacific Northwest
REVENUE: $2,000,000.00
ASSETS: $250,000,000.00
RIA
#25-589 | Northwest
REVENUE: $210,000
ASSETS: $50,000,000
RIA
#25-589 | Northwest
REVENUE: $210,000
ASSETS: $50,000,000
RIA
#25-588 | West Coast
REVENUE: $5,500,000
ASSETS: $800,000,000
RIA
#25-588 | West Coast
REVENUE: $5,500,000
ASSETS: $800,000,000
RIA
#25-584 | Southern California
REVENUE: $1,300,000
ASSETS: $190,000,000
RIA
#25-584 | Southern California
REVENUE: $1,300,000
ASSETS: $190,000,000
RIA
#25-570 | Pacific Northwest
REVENUE: $1,700,000
ASSETS: $300,000,000
RIA
#25-570 | Pacific Northwest
REVENUE: $1,700,000
ASSETS: $300,000,000
RIA
#25-548 | Midwest
REVENUE: $2,700,000
ASSETS: $375,000,000
RIA
#25-548 | Midwest
REVENUE: $2,700,000
ASSETS: $375,000,000
RIA
#25-572 | Florida
REVENUE: $1,000,000
ASSETS: $130,000,000
RIA
#25-572 | Florida
REVENUE: $1,000,000
ASSETS: $130,000,000
RIA
#25-569 | New England
REVENUE: $2,300,000
ASSETS: $275,000,000
RIA
#25-569 | New England
REVENUE: $2,300,000
ASSETS: $275,000,000
RIA
#25-558 | Upstate New York
REVENUE: $3,700,000
ASSETS: $425,000,000
RIA
#25-558 | Upstate New York
REVENUE: $3,700,000
ASSETS: $425,000,000
RIA
#25-557 | New York
REVENUE: Null
ASSETS: $75,000,000
RIA
#25-557 | New York
REVENUE: Null
ASSETS: $75,000,000
RIA
#25-542 | New England
REVENUE: $3,050,000
ASSETS: $450,000,000
RIA
#25-542 | New England
REVENUE: $3,050,000
ASSETS: $450,000,000
RIA
#25-528 | Pacific Northwest
REVENUE: $1,400,000.00
ASSETS: $150,000,000.00
RIA
#25-528 | Pacific Northwest
REVENUE: $1,400,000.00
ASSETS: $150,000,000.00
RIA
#25-556 | Northern California
REVENUE: $240,000
ASSETS: $42,000,000
RIA
#25-556 | Northern California
REVENUE: $240,000
ASSETS: $42,000,000
Hybrid
#25-544 | Mid Atlantic
REVENUE: $2,000,000
ASSETS: $300,000,000
Hybrid
#25-544 | Mid Atlantic
REVENUE: $2,000,000
ASSETS: $300,000,000
IAR/RR
#25-534 | New York
REVENUE: $1,500,000
ASSETS: $350,000,000
IAR/RR
#25-534 | New York
REVENUE: $1,500,000
ASSETS: $350,000,000
RIA
#25-585 | Metropolitan Midwest
REVENUE: $2,300,000
ASSETS: $350,000,000
RIA
#25-585 | Metropolitan Midwest
REVENUE: $2,300,000
ASSETS: $350,000,000
RIA
#25-547 | Northern New England
REVENUE: $2,300,000
ASSETS: $245,000,000
RIA
#25-547 | Northern New England
REVENUE: $2,300,000
ASSETS: $245,000,000
RIA
#26-606 | Colorado
REVENUE: $1,100,000.00
ASSETS: $150,000,000.00
RIA
#26-606 | Colorado
REVENUE: $1,100,000.00
ASSETS: $150,000,000.00
RIA
#26-605 | Pacific Northwest
REVENUE: $2,400,000.00
ASSETS: $212,000,000.00
RIA
#26-605 | Pacific Northwest
REVENUE: $2,400,000.00
ASSETS: $212,000,000.00
RIA
#25-604 | Upper Midwest
REVENUE: $4,200,000
ASSETS: $600,000,000
RIA
#25-604 | Upper Midwest
REVENUE: $4,200,000
ASSETS: $600,000,000
IAR
#25-599 | Iowa
REVENUE: $180,000.00
ASSETS: $18,000,000.00
IAR
#25-599 | Iowa
REVENUE: $180,000.00
ASSETS: $18,000,000.00