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Valuation & Analysis of
1000+ Firms

15 Years
In The RIA Industry

Helped
1000+ Customers

RIA INDUSTRY EXPERTS

Buy, Sell or Start a RIA Business

Unlock the full potential of your financial planner business with our comprehensive services. Whether you’re looking to expand, retire, or simply take your business to new heights, we have tailored solutions to meet your unique needs. Here’s why you should consider selling your financial planner business with us:

  1. Maximize Your Value: We understand the hard work you’ve put into building your business. Our team is dedicated to ensuring you receive the maximum value for your financial planner business.
  2. Smooth Transition: Transitioning a business can be complex, but we make it seamless. Our experienced team will guide you through every step of the selling process, ensuring a smooth transition for both you and your clients.
  3. Trusted Expertise: Benefit from our years of expertise in the financial planning industry. We have a proven track record of successfully facilitating business sales, giving you confidence in the process.
  4. Preserve Client Relationships: We prioritize maintaining strong client relationships. Your clients will experience continuity and reliability, ensuring their financial goals remain in capable hands.
  5. Confidentiality: We understand the importance of confidentiality in such transactions. Rest assured that your business details will be handled with the utmost discretion throughout the selling process.
  6. Customized Solutions: Every financial planner business is unique. Our solutions are tailored to your specific circumstances and goals, ensuring a personalized approach to the sale.
  7. Stay In Control: We believe in collaboration. You remain in control of the process while benefiting from our expertise. We work together to achieve the best outcomes for you and your clients.

Take the next step towards a successful future for your financial planner business. Contact us today to explore the possibilities and discover how we can help you achieve your goals.

Buying

Are you looking to buy an RIA firm? Running your own RIA business can afford you freedoms within business ownership that most other businesses cannot.  Whether you are seeking a large, well-established Financial Planner business or a franchise with passive income, or consulting guidance in order to build a RIA business from the ground up, we have the information required to assist you throughout the buying or building process.

Buy a RIA Firm

Selling

Are you looking to sell an RIA business?  RIA Brokerage will act as your professional intermediary when you are ready to sell your Business. We will serve as your consultant and industry expert as we work together to build a detailed sales presentation, which will highlight the value of your business.  Utilizing our industry experience and expertise we will fully support both buyer and seller through a smooth transition post closing.

Sell an RIA Firm

TESTIMONIALS FOR RIA BROKERAGE

“RIA Brokerage simplified everything for me when deciding which company to purchase my first business this past August.  The communication is great because I can even text them when I have a quick question which helps because you feel the relationship form rather than reaching out to a customer service or sales agent. ”

“With many months of research and asking countless questions to other small businesses I found RIA Brokerage was the best. RIA Brokerage is extremely fast with their response time. They had spent countless hours helping me research, answering questions about the business, all the way down to finding the right attorney”

“We have loved working with RIA Brokerage.  They have always been responsive and willing to help whatever the situation. ”

“John recently sold a portion of my RIA business.  He is very professional and a pleasure to work with. His experience in the Transit industry as a former Transit operator, along with successfully brokering many business sales proved to be tremendously helpful throughout the sales process.  I will turn to John again when the time comes to sell the remainder of my Business.”

“I contacted RIA Brokerage to assist me in selling my  business. Their team has a deep understanding of the industry and was able to not only get me my asking price quickly but was additionally instrumental in helping with the transfer to the new owners. I would highly recommend them as they are a professional organization and results oriented.”

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