M&A Opportunities
Explore the list of financial services practices currently listed on the FP Transitions open market.
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RIA
#24-481 | Chicago
REVENUE: $997,974.8
ASSETS: $84,803,800
Accepting Inquiries
RIA
#24-481 | Chicago
REVENUE: $997,974.8
ASSETS: $84,803,800
Accepting Inquiries
RIA
#24-480 | Southeast
REVENUE: $1,178,013.93
ASSETS: $109,279,631
Accepting Inquiries
RIA
#24-480 | Southeast
REVENUE: $1,178,013.93
ASSETS: $109,279,631
Accepting Inquiries
RIA
#24-479 | Colorado
REVENUE: $1,420,159
ASSETS: $150,000,000
Accepting Inquiries
RIA
#24-479 | Colorado
REVENUE: $1,420,159
ASSETS: $150,000,000
Accepting Inquiries
RIA
#24-478 | Colorado
REVENUE: $314,822.64
ASSETS: $60,000,000
Accepting Inquiries
RIA
#24-478 | Colorado
REVENUE: $314,822.64
ASSETS: $60,000,000
Accepting Inquiries
RIA
#24-477 | California
REVENUE: $317,940
ASSETS: $20,739,446
Accepting Inquiries
RIA
#24-477 | California
REVENUE: $317,940
ASSETS: $20,739,446
Accepting Inquiries
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
IAR/RR
#23-474 | San Diego, California
REVENUE: $613,493
ASSETS: $98,517,024
Accepting Inquiries
IAR/RR
#23-474 | San Diego, California
REVENUE: $613,493
ASSETS: $98,517,024
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
IAR/RR
#23-465 | Rhode Island
REVENUE: $176,605
ASSETS: $25,900
Accepting Inquiries
IAR/RR
#23-465 | Rhode Island
REVENUE: $176,605
ASSETS: $25,900
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
#23-473 | 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
RIA
#23-472 | Northeast
REVENUE: $1,600,000
ASSETS: $178,000,000
Interviewing Finalists
RIA
#23-472 | Northeast
REVENUE: $1,600,000
ASSETS: $178,000,000
Interviewing Finalists
Hybrid
#23-468 | Virginia
REVENUE: $1,700,000
ASSETS: $195,000,000
Interviewing Finalists
Hybrid
#23-468 | Virginia
REVENUE: $1,700,000
ASSETS: $195,000,000
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
#23-459 | Northeast
REVENUE: $3,300,000
ASSETS: $600,000,000
Reviewing Offers
IAR/RR
#23-459 | Northeast
REVENUE: $3,300,000
ASSETS: $600,000,000
Reviewing Offers
RIA
#23-427 | Northern New Jersey
REVENUE: $1,671,810
ASSETS: $189,300,000
Reviewing Offers
RIA
#23-427 | Northern New Jersey
REVENUE: $1,671,810
ASSETS: $189,300,000
Reviewing Offers
IAR/RR
#23-471 | New York
REVENUE: $503,525
ASSETS: $45,761,700
Offer Accepted
IAR/RR
#23-471 | New York
REVENUE: $503,525
ASSETS: $45,761,700
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
#23-454 | 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
RIA
#23-452 | Scottsdale, AZ
REVENUE: $261,206
ASSETS: $28,000,000
Offer Accepted
RIA
#23-452 | Scottsdale, AZ
REVENUE: $261,206
ASSETS: $28,000,000
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
RIA
#23-446 | Eastern Pennsylvania
REVENUE: $290,000
ASSETS: $34,704,700
Offer Accepted
RIA
#23-446 | Eastern Pennsylvania
REVENUE: $290,000
ASSETS: $34,704,700
Offer Accepted
IAR/RR
#23-438 | Kansas City
REVENUE: $904,928
ASSETS: $230,000,000
Offer Accepted
IAR/RR
#23-438 | Kansas City
REVENUE: $904,928
ASSETS: $230,000,000
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
#23-434 | Colorado
REVENUE: $428,285
ASSETS: $43,308,000
Offer Accepted
RIA
#23-434 | Colorado
REVENUE: $428,285
ASSETS: $43,308,000
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