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
IAR/RR
#25-546 | Colorado
REVENUE: $276,425
ASSETS: $45,000,000
Accepting Inquiries
IAR/RR
#25-546 | Colorado
REVENUE: $276,425
ASSETS: $45,000,000
Accepting Inquiries
RIA
#25-543 | Central Texas
REVENUE: $490,000
ASSETS: $40,000,000
Accepting Inquiries
RIA
#25-543 | Central Texas
REVENUE: $490,000
ASSETS: $40,000,000
Accepting Inquiries
IAR/RR
#25-538 | Bay Area, CA
REVENUE: $794,000
ASSETS: $100,000,000
Accepting Inquiries
IAR/RR
#25-538 | Bay Area, CA
REVENUE: $794,000
ASSETS: $100,000,000
Accepting Inquiries
RIA
#24-503 | Minnesota
REVENUE: $1,873,112.92
ASSETS: $170,000,000
Accepting Inquiries
RIA
#24-503 | Minnesota
REVENUE: $1,873,112.92
ASSETS: $170,000,000
Accepting Inquiries
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
#25-537 | Utah
REVENUE: $828,900
ASSETS: $117,000,000
Interviewing Finalists
RIA
#25-537 | Utah
REVENUE: $828,900
ASSETS: $117,000,000
Interviewing Finalists
RIA
#25-536 | Dallas, Texas
REVENUE: $239,453.36
ASSETS: $27,702,996
Interviewing Finalists
RIA
#25-536 | Dallas, Texas
REVENUE: $239,453.36
ASSETS: $27,702,996
Interviewing Finalists
IAR/RR
#25-533 | Ohio
REVENUE: $446,440.48
ASSETS: $45,385,000
Interviewing Finalists
IAR/RR
#25-533 | Ohio
REVENUE: $446,440.48
ASSETS: $45,385,000
Interviewing Finalists
RIA
#25-530 | Western Washington State
REVENUE: $572,106
ASSETS: $53,082,910
Interviewing Finalists
RIA
#25-530 | Western Washington State
REVENUE: $572,106
ASSETS: $53,082,910
Interviewing Finalists
RIA
#25-529 | Northern California
REVENUE: $2,100,000
ASSETS: $250,000,000
Interviewing Finalists
RIA
#25-529 | Northern California
REVENUE: $2,100,000
ASSETS: $250,000,000
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
#25-527 | Pacific Northwest
REVENUE: $350,000
ASSETS: $65,000,000
Interviewing Finalists
RIA
#25-527 | Pacific Northwest
REVENUE: $350,000
ASSETS: $65,000,000
Interviewing Finalists
IAR/RR
#25-524 | Central Indiana
REVENUE: $195,476
ASSETS: $22,300,139
Interviewing Finalists
IAR/RR
#25-524 | Central Indiana
REVENUE: $195,476
ASSETS: $22,300,139
Interviewing Finalists
RIA
#24-516 | Northwest
REVENUE: $210,000
ASSETS: $46,000,000
Interviewing Finalists
RIA
#24-516 | Northwest
REVENUE: $210,000
ASSETS: $46,000,000
Interviewing Finalists
RIA
#24-515 | Pacific Northwest
REVENUE: $3,500,000
ASSETS: $300,000,000
Interviewing Finalists
RIA
#24-515 | Pacific Northwest
REVENUE: $3,500,000
ASSETS: $300,000,000
Interviewing Finalists
Hybrid
#24-512 | Upper Midwest
REVENUE: $7,900,000
ASSETS: $850,000,000
Interviewing Finalists
Hybrid
#24-512 | Upper Midwest
REVENUE: $7,900,000
ASSETS: $850,000,000
Interviewing Finalists
RIA
#24-487 | Kansas City, Missouri
REVENUE: $236,822
ASSETS: $28,480,000
Interviewing Finalists
RIA
#24-487 | Kansas City, Missouri
REVENUE: $236,822
ASSETS: $28,480,000
Interviewing Finalists
RIA
#25-535 | Chicago Suburbs
REVENUE: $449,025
ASSETS: $221,012,822
Reviewing Offers
RIA
#25-535 | Chicago Suburbs
REVENUE: $449,025
ASSETS: $221,012,822
Reviewing Offers
RIA
#24-506 | Texas
REVENUE: $137,620
ASSETS: $12,000,000
Reviewing Offers
RIA
#24-506 | Texas
REVENUE: $137,620
ASSETS: $12,000,000
Reviewing Offers
RIA
#24-488 | Pacific Northwest
REVENUE: $2,500,000
ASSETS: $440,000,000
Reviewing Offers
RIA
#24-488 | Pacific Northwest
REVENUE: $2,500,000
ASSETS: $440,000,000
Reviewing Offers
Hybrid
#24-522 | New York Metro
REVENUE: $114,000
ASSETS: $14,500,000
Offer Accepted
Hybrid
#24-522 | New York Metro
REVENUE: $114,000
ASSETS: $14,500,000
Offer Accepted
RIA
#24-521 | Vermont
REVENUE: $600,000
ASSETS: $147,000,000
Offer Accepted
RIA
#24-521 | Vermont
REVENUE: $600,000
ASSETS: $147,000,000
Offer Accepted
IAR/RR
#24-520 | Florida
REVENUE: $463,553
ASSETS: $66,118,000
Offer Accepted
IAR/RR
#24-520 | Florida
REVENUE: $463,553
ASSETS: $66,118,000
Offer Accepted
IAR
#24-519 | Oregon
REVENUE: $700,000
ASSETS: $66,000,000
Offer Accepted
IAR
#24-519 | Oregon
REVENUE: $700,000
ASSETS: $66,000,000
Offer Accepted
IAR/RR
#24-518 | New Jersey
REVENUE: $584,845
ASSETS: $92,000,000
Offer Accepted
IAR/RR
#24-518 | New Jersey
REVENUE: $584,845
ASSETS: $92,000,000
Offer Accepted
RIA
#24-502 | Illinois
REVENUE: $2,700,000
ASSETS: $510,000,000
Offer Accepted
RIA
#24-502 | Illinois
REVENUE: $2,700,000
ASSETS: $510,000,000
Offer Accepted
RIA
#24-480 | Southeast
REVENUE: $1,178,013.93
ASSETS: $109,279,631
Offer Accepted
RIA
#24-480 | Southeast
REVENUE: $1,178,013.93
ASSETS: $109,279,631
Offer Accepted
RR
#23-475 | Kentucky
REVENUE: $303,861
ASSETS: $36,000,000
Offer Accepted
RR
#23-475 | Kentucky
REVENUE: $303,861
ASSETS: $36,000,000
Offer Accepted