M&A Opportunities
Explore the list of financial services practices currently listed on the FP Transitions open market.
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RIA
#24-494 | Seattle Area
REVENUE: $387,137
ASSETS: $79,000,000
Accepting Inquiries
RIA
#24-494 | Seattle Area
REVENUE: $387,137
ASSETS: $79,000,000
Accepting Inquiries
RIA
#24-493 | Arizona
REVENUE: $349,438.31
ASSETS: $80,000,000
Accepting Inquiries
RIA
#24-493 | Arizona
REVENUE: $349,438.31
ASSETS: $80,000,000
Accepting Inquiries
IAR/RR
#24-492 | Maryland
REVENUE: $363,424
ASSETS: $48,000,000
Accepting Inquiries
IAR/RR
#24-492 | Maryland
REVENUE: $363,424
ASSETS: $48,000,000
Accepting Inquiries
RIA
#24-490 | North Central Florida
REVENUE: $416,500
ASSETS: $33,328,721
Accepting Inquiries
RIA
#24-490 | North Central Florida
REVENUE: $416,500
ASSETS: $33,328,721
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
IAR/RR
#24-485 | Pennsylvania
REVENUE: $1,750,000
ASSETS: $220,000,000
Accepting Inquiries
IAR/RR
#24-485 | Pennsylvania
REVENUE: $1,750,000
ASSETS: $220,000,000
Accepting Inquiries
RIA
#24-484 | Northern California
REVENUE: $1,000,000
ASSETS: $131,000,000
Accepting Inquiries
RIA
#24-484 | Northern California
REVENUE: $1,000,000
ASSETS: $131,000,000
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
#24-478 | 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
#23-470 | Northwest
REVENUE: $210,000
ASSETS: $46,000,000
Accepting Inquiries
RIA
#23-470 | Northwest
REVENUE: $210,000
ASSETS: $46,000,000
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: $33,000,000
Accepting Inquiries
IAR/RR
#23-465 | Rhode Island
REVENUE: $176,605
ASSETS: $33,000,000
Accepting Inquiries
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
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
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
#23-440 | Western US
REVENUE: $5,300,000
ASSETS: $550,000,000
Reviewing Offers
RIA
#23-440 | Western US
REVENUE: $5,300,000
ASSETS: $550,000,000
Reviewing Offers
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
IAR/RR
#23-474 | San Diego, California
REVENUE: $613,493
ASSETS: $98,517,024
Offer Accepted
IAR/RR
#23-474 | San Diego, California
REVENUE: $613,493
ASSETS: $98,517,024
Offer Accepted
RIA
#23-473 | Pacific Northwest
REVENUE: $630,000
ASSETS: $115,000,000
Offer Accepted
RIA
#23-473 | Pacific Northwest
REVENUE: $630,000
ASSETS: $115,000,000
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
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
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
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
#23-441 | New Jersey
REVENUE: $542,000
ASSETS: $71,000,000
Offer Accepted
RIA
#23-441 | New Jersey
REVENUE: $542,000
ASSETS: $71,000,000
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
#23-427 | Northern New Jersey
REVENUE: $1,671,810
ASSETS: $189,300,000
Offer Accepted
RIA
#23-427 | Northern New Jersey
REVENUE: $1,671,810
ASSETS: $189,300,000
Offer Accepted