M&A Opportunities
Explore the list of financial services practices currently listed on the FP Transitions open market.
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IAR
#25-583 | Chicago Suburbs
REVENUE: $1,300,000
ASSETS: $40,000,000
Accepting Inquiries
IAR
#25-583 | Chicago Suburbs
REVENUE: $1,300,000
ASSETS: $40,000,000
Accepting Inquiries
RIA
#25-581 | Central Ohio
REVENUE: $200,000
ASSETS: $45,000,000
Accepting Inquiries
RIA
#25-581 | Central Ohio
REVENUE: $200,000
ASSETS: $45,000,000
Accepting Inquiries
IAR
#25-579 | Chicago Suburbs
REVENUE: $220,000
ASSETS: $180,000,000
Accepting Inquiries
IAR
#25-579 | Chicago Suburbs
REVENUE: $220,000
ASSETS: $180,000,000
Accepting Inquiries
RIA
#25-578 | Massachusetts
REVENUE: $139,000
ASSETS: $20,000,000
Accepting Inquiries
RIA
#25-578 | Massachusetts
REVENUE: $139,000
ASSETS: $20,000,000
Accepting Inquiries
RIA
#25-576 | Pacific Northwest
REVENUE: $1,400,000
ASSETS: $190,000,000
Accepting Inquiries
RIA
#25-576 | Pacific Northwest
REVENUE: $1,400,000
ASSETS: $190,000,000
Accepting Inquiries
RIA
#25-574 | Bay Area, California
REVENUE: $200,000
ASSETS: $25,000,000
Accepting Inquiries
RIA
#25-574 | Bay Area, California
REVENUE: $200,000
ASSETS: $25,000,000
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
#25-566 | Missouri
REVENUE: $223,000
ASSETS: $30,490,000
Accepting Inquiries
RIA
#25-566 | Missouri
REVENUE: $223,000
ASSETS: $30,490,000
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
RIA
#25-567 | Central Texas
REVENUE: $800,000
ASSETS: $80,000,000
Interviewing Finalists
RIA
#25-567 | Central Texas
REVENUE: $800,000
ASSETS: $80,000,000
Interviewing Finalists
RIA
#25-562 | Houston, Texas
REVENUE: $124,000
ASSETS: $36,000,000
Interviewing Finalists
RIA
#25-562 | Houston, Texas
REVENUE: $124,000
ASSETS: $36,000,000
Interviewing Finalists
RIA
#25-561 | Pacific Northwest
REVENUE: $1,574,611
ASSETS: $1,207,000,000
Interviewing Finalists
RIA
#25-561 | Pacific Northwest
REVENUE: $1,574,611
ASSETS: $1,207,000,000
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
#25-552 | Central Texas
REVENUE: $450,000
ASSETS: $100,000,000
Interviewing Finalists
RIA
#25-552 | Central Texas
REVENUE: $450,000
ASSETS: $100,000,000
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
RIA
#25-547 | Northern New England
REVENUE: $2,300,000
ASSETS: $245,000,000
Interviewing Finalists
RIA
#25-547 | Northern New England
REVENUE: $2,300,000
ASSETS: $245,000,000
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
#25-536 | 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
#25-534 | New York
REVENUE: $1,500,000
ASSETS: $350,000,000
Interviewing Finalists
IAR/RR
#25-534 | New York
REVENUE: $1,500,000
ASSETS: $350,000,000
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
#24-504 | Southern California
REVENUE: $230,000
ASSETS: $24,500,000
Interviewing Finalists
RIA
#24-504 | Southern California
REVENUE: $230,000
ASSETS: $24,500,000
Interviewing Finalists
RIA
#25-543 | Central Texas
REVENUE: $490,000
ASSETS: $40,000,000
Reviewing Offers
RIA
#25-543 | Central Texas
REVENUE: $490,000
ASSETS: $40,000,000
Reviewing Offers
RIA
#25-537 | Utah
REVENUE: $828,900
ASSETS: $117,000,000
Reviewing Offers
RIA
#25-537 | Utah
REVENUE: $828,900
ASSETS: $117,000,000
Reviewing Offers
RIA
#24-515 | Pacific Northwest
REVENUE: $3,500,000
ASSETS: $300,000,000
Reviewing Offers
RIA
#24-515 | Pacific Northwest
REVENUE: $3,500,000
ASSETS: $300,000,000
Reviewing Offers
RIA
#24-503 | Minnesota
REVENUE: $1,873,112.92
ASSETS: $170,000,000
Reviewing Offers
RIA
#24-503 | Minnesota
REVENUE: $1,873,112.92
ASSETS: $170,000,000
Reviewing Offers
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
#25-535 | Chicago Suburbs
REVENUE: $449,025
ASSETS: $221,012,822
Offer Accepted
RIA
#25-535 | Chicago Suburbs
REVENUE: $449,025
ASSETS: $221,012,822
Offer Accepted
IAR/RR
#25-533 | Ohio
REVENUE: $446,440.48
ASSETS: $45,385,000
Offer Accepted
IAR/RR
#25-533 | Ohio
REVENUE: $446,440.48
ASSETS: $45,385,000
Offer Accepted
RIA
#25-530 | Western Washington State
REVENUE: $572,106
ASSETS: $53,082,910
Offer Accepted
RIA
#25-530 | Western Washington State
REVENUE: $572,106
ASSETS: $53,082,910
Offer Accepted
RIA
#24-506 | Texas
REVENUE: $137,620
ASSETS: $12,000,000
Offer Accepted
RIA
#24-506 | Texas
REVENUE: $137,620
ASSETS: $12,000,000
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
#24-488 | Pacific Northwest
REVENUE: $2,500,000
ASSETS: $440,000,000
Offer Accepted
RIA
#24-488 | Pacific Northwest
REVENUE: $2,500,000
ASSETS: $440,000,000
Offer Accepted