M&A Opportunities
Explore the list of financial services practices currently listed on the FP Transitions open market.
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RIA
#24-516 | Northwest
REVENUE: $210,000
ASSETS: $46,000,000
Accepting Inquiries
RIA
#24-516 | Northwest
REVENUE: $210,000
ASSETS: $46,000,000
Accepting Inquiries
RIA
#24-514 | Greater Seattle Area
REVENUE: $1,450,000
ASSETS: $165,000,000
Accepting Inquiries
RIA
#24-514 | Greater Seattle Area
REVENUE: $1,450,000
ASSETS: $165,000,000
Accepting Inquiries
RIA
#24-508 | Texas
REVENUE: $126,193
ASSETS: $11,000,000
Accepting Inquiries
RIA
#24-508 | Texas
REVENUE: $126,193
ASSETS: $11,000,000
Accepting Inquiries
RIA
#24-507 | North Bay Area California
REVENUE: $238,000
ASSETS: $21,000,000
Accepting Inquiries
RIA
#24-507 | North Bay Area California
REVENUE: $238,000
ASSETS: $21,000,000
Accepting Inquiries
RIA
#24-506 | Texas
REVENUE: $137,620
ASSETS: $12,000,000
Accepting Inquiries
RIA
#24-506 | Texas
REVENUE: $137,620
ASSETS: $12,000,000
Accepting Inquiries
Hybrid
#24-505 | Southeastern United States
REVENUE: $3,579,000
ASSETS: $535,485,558
Accepting Inquiries
Hybrid
#24-505 | Southeastern United States
REVENUE: $3,579,000
ASSETS: $535,485,558
Accepting Inquiries
RIA
#24-502 | Illinois
REVENUE: $2,700,000
ASSETS: $510,000,000
Accepting Inquiries
RIA
#24-502 | Illinois
REVENUE: $2,700,000
ASSETS: $510,000,000
Accepting Inquiries
RIA
#24-495 | Texas
REVENUE: $650,000
ASSETS: $85,000,000
Accepting Inquiries
RIA
#24-495 | Texas
REVENUE: $650,000
ASSETS: $85,000,000
Accepting Inquiries
RIA
#24-488 | Pacific Northwest
REVENUE: $2,500,000
ASSETS: $440,000,000
Accepting Inquiries
RIA
#24-488 | Pacific Northwest
REVENUE: $2,500,000
ASSETS: $440,000,000
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
IAR/RR
#23-465 | Rhode Island
REVENUE: $176,605
ASSETS: $33,000,000
Accepting Inquiries
IAR/RR
#23-465 | Rhode Island
REVENUE: $176,605
ASSETS: $33,000,000
Accepting Inquiries
IAR/RR
#24-510 | New York City
REVENUE: $330,000
ASSETS: $31,700,000
Interviewing Finalists
IAR/RR
#24-510 | New York City
REVENUE: $330,000
ASSETS: $31,700,000
Interviewing Finalists
RR
#23-475 | Kentucky
REVENUE: $303,861
ASSETS: $36,000,000
Interviewing Finalists
RR
#23-475 | Kentucky
REVENUE: $303,861
ASSETS: $36,000,000
Interviewing Finalists
RIA
#24-487 | Kansas City, Missouri
REVENUE: $236,822
ASSETS: $28,480,000
Reviewing Offers
RIA
#24-487 | Kansas City, Missouri
REVENUE: $236,822
ASSETS: $28,480,000
Reviewing Offers
RIA
#24-480 | Southeast
REVENUE: $1,178,013.93
ASSETS: $109,279,631
Reviewing Offers
RIA
#24-480 | Southeast
REVENUE: $1,178,013.93
ASSETS: $109,279,631
Reviewing Offers
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
#24-500 | Greater Bay Area, California
REVENUE: $284,010
ASSETS: $36,603,522
Offer Accepted
RIA
#24-500 | Greater Bay Area, California
REVENUE: $284,010
ASSETS: $36,603,522
Offer Accepted
RIA
#24-498 | San Diego, California
REVENUE: $305,682
ASSETS: $38,644,712
Offer Accepted
RIA
#24-498 | San Diego, California
REVENUE: $305,682
ASSETS: $38,644,712
Offer Accepted
RIA
#24-497 | Ohio
REVENUE: $525,000
ASSETS: $70,000,000
Offer Accepted
RIA
#24-497 | Ohio
REVENUE: $525,000
ASSETS: $70,000,000
Offer Accepted
RIA
#24-494 | Seattle Area
REVENUE: $387,137
ASSETS: $79,000,000
Offer Accepted
RIA
#24-494 | Seattle Area
REVENUE: $387,137
ASSETS: $79,000,000
Offer Accepted
RIA
#24-493 | Arizona
REVENUE: $349,438.31
ASSETS: $80,000,000
Offer Accepted
RIA
#24-493 | Arizona
REVENUE: $349,438.31
ASSETS: $80,000,000
Offer Accepted
IAR/RR
#24-492 | Maryland
REVENUE: $363,424
ASSETS: $48,000,000
Offer Accepted
IAR/RR
#24-492 | Maryland
REVENUE: $363,424
ASSETS: $48,000,000
Offer Accepted
RIA
#24-491 | Maryland
REVENUE: $386,775
ASSETS: $53,889,313
Offer Accepted
RIA
#24-491 | Maryland
REVENUE: $386,775
ASSETS: $53,889,313
Offer Accepted
RIA
#24-490 | North Central Florida
REVENUE: $416,500
ASSETS: $33,328,721
Offer Accepted
RIA
#24-490 | North Central Florida
REVENUE: $416,500
ASSETS: $33,328,721
Offer Accepted
IAR/RR
#24-485 | Pennsylvania
REVENUE: $1,750,000
ASSETS: $220,000,000
Offer Accepted
IAR/RR
#24-485 | Pennsylvania
REVENUE: $1,750,000
ASSETS: $220,000,000
Offer Accepted
RIA
#24-484 | Northern California
REVENUE: $1,000,000
ASSETS: $131,000,000
Offer Accepted
RIA
#24-484 | Northern California
REVENUE: $1,000,000
ASSETS: $131,000,000
Offer Accepted
RIA
#24-479 | Colorado
REVENUE: $1,420,159
ASSETS: $150,000,000
Offer Accepted
RIA
#24-479 | Colorado
REVENUE: $1,420,159
ASSETS: $150,000,000
Offer Accepted
RIA
#23-472 | Northeast
REVENUE: $1,600,000
ASSETS: $178,000,000
Offer Accepted
RIA
#23-472 | Northeast
REVENUE: $1,600,000
ASSETS: $178,000,000
Offer Accepted
RIA
#23-467 | Northeast
REVENUE: $5,600,000
ASSETS: $803,000,000
Offer Accepted
RIA
#23-467 | Northeast
REVENUE: $5,600,000
ASSETS: $803,000,000
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
RIA
#23-440 | Western US
REVENUE: $5,300,000
ASSETS: $550,000,000
Offer Accepted
RIA
#23-440 | Western US
REVENUE: $5,300,000
ASSETS: $550,000,000
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
#24-478 | Colorado
REVENUE: $314,822.64
ASSETS: $60,000,000
Closed
RIA
#24-478 | Colorado
REVENUE: $314,822.64
ASSETS: $60,000,000
Closed
IAR/RR
#23-474 | San Diego, California
REVENUE: $613,493
ASSETS: $98,517,024
Closed
IAR/RR
#23-474 | San Diego, California
REVENUE: $613,493
ASSETS: $98,517,024
Closed
RIA
#23-453 | Midwest
REVENUE: $3,610,000
ASSETS: $600,000,000
Closed
RIA
#23-453 | Midwest
REVENUE: $3,610,000
ASSETS: $600,000,000
Closed
RIA
#23-441 | New Jersey
REVENUE: $542,000
ASSETS: $71,000,000
Closed
RIA
#23-441 | New Jersey
REVENUE: $542,000
ASSETS: $71,000,000
Closed