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Financial Planning Practices for Sale |
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Send an e-mail to post your desire to buy or sell a financial planning or investment advisory practice here, free! |
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There's a lack of a free, non-members-only, forum for this in the U.S., so here it is: A free and easy place for people to gather and meet. There's several sites that go on and on about it (how to value a practice, what to do, industry trends and statistics, financial ratios, salary surveys, etc.), but there's no list of actual people in the marketplace anywhere you can get to without paying money, becoming a "member" of something, logging in (which is just a way to get you to give up your e-mail address so it can be sold to spammers), or having to muddle through several annoying barriers. So we're listing anyone wanting to buy or sell a financial planning or investment management practice here (not law nor accounting practices, nor anything to do with debt / credit / loans, etc.). All you need to do is ask and your blurb will just be pasted in here like the rest (we don't post e-mail addresses because of spam, and all text not pertaining to buying or selling a practice will be deleted - for example, your desire to recruit new reps). We're not making any money here, don't screen anyone, ask no questions, nor have any requirements for listing. We are not recommending you do, buy, nor sell, anything here. So we are NOT responsible for anything that goes wrong! It's the Wild Wild West, so you are totally on your own. We don't do anything here but copy and paste what people e-mail to us. So if you're interested in something, then contact the people that posted directly. Like the new buzzword goes, "Please don't keep this a secret!" These folks said they're interested in buying financial planning practices in all 50 states: I am open to purchasing a practice in all states in the continental U.S. I am open to all states in the continental
US. Alabama
Andrew R. Fallo,
Financial Advisor Ameriprise Financial Services, Inc. Alabama: Birmingham / Auburn areas: Interested in purchasing investment
advisory/RIA practices (all or in-part) and would also consider having an
ongoing revenue sharing arrangement with the seller Arkansas
Arizona
I'm a buyer for a Reg. Rep's practice in the San Diego County area. I have
Lic 6,63,7,51,24.
Colorado
I am interested in purchasing a financial practice in the Denver/Boulder Metro
area. We are always interested in talking with sellers of financial planning/RIA
practices. We are currently based in the Minneapolis/St. Paul metro area but
would consider adding practices in almost any location, with particular interest
in Florida, Colorado and South Carolina. Connecticut Please add me to your
list of Advisors in the market to purchase a Financial Planning practice in the
state of CT. I will also entertain the possibility for succession planning or a
merger. Delaware
Florida
Andrew R. Fallo,
Financial Advisor Ameriprise Financial Services, Inc.
We are always interested in talking with sellers of
financial planning/RIA practices. We are currently based in the Minneapolis/St.
Paul metro area but would consider adding practices in almost any location, with
particular interest in Florida, Colorado and South Carolina.
Please place me on the list of persons interested in purchasing investment
advisory/RIA practices in the Fort Myers, FL area. We are a CPA firm with 6
offices in the State and would also consider having an ongoing revenue sharing
arrangement with the seller. Thanks a lot.--
Florida: Tampa / St Pete / Jacksonville areas:
Interested in purchasing investment advisory/RIA practices (all or
in-part) and would also consider having an ongoing revenue sharing arrangement
with the seller
Please post my desire to purchase a planning or investment advisory practice
in Florida. Georgia Please post our desire to purchase a
practice in the Northern Florida or Southern Georgia area. Georgia: All areas: Interested in purchasing investment advisory/RIA practices (all or in-part) and would also consider having an ongoing revenue sharing arrangement with the sellerMatthew J. Hudgins, MbA, CFA Mosaic Wealth Management, LLC 3575 Piedmont Road Building 15, Suite 1070 Atlanta, GA 30305 404-405-8080 Idaho I am open to all states in the continental
US.
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Andrew R. Fallo,
Financial Advisor Ameriprise Financial Services, Inc. Rufus P. Cressend, CRPC. owner of R.P.Cressend & Associates, a financial advisor practice of Ameriprise Financial. I am currently buying assets under management (mutual funds, annuities, 401k) in Louisiana, Texas, & Mississippi. Please contact me at 504-889-1704 Maryland Ravi Dixit, CRPC - Looking to buy full or partial financial Planning practice
in MD,DE,FL,VA,DC,OH and NJ Please post my desire to purchase a practice
in the following states, DE, MD, PA, NJ, NY. My zip code is 19803 and anything
with in 2 hours is ok. Thank, Robert A. Gildea, CRPC. Thanks for your business
and continued referrals. Robert A. Gildea III CRPC® Financial Advisor |
Chartered Retirement Planning Counselor Please post me on your list of Advisors' in
the market to purchase a practice in Maryland
Massachusetts Please post our desire to purchase a
practice in the Massachusetts & Rhode Island. Hi my name is Michael Tucci, President of Lexington Wealth
Management.
Maine
Michigan I am interested in purchasing entire financial planning practices, or partial
book offerings as well, in the State of Michigan. Interested in acquiring financial planning firms in southeast Michigan. Prefer advisory type firms but willing to look at others. Please call Diane Young at 248-515-2281 I am looking to acquire books or partial books in financial planning and/or advisory services in Michigan. Please call David Witkowski at 248-865-9168. Minnesota
Mississippi
Andrew R. Fallo,
Financial Advisor Ameriprise Financial Services, Inc. Rufus P. Cressend, CRPC. owner of R.P.Cressend & Associates, a financial advisor practice of Ameriprise Financial. I am currently buying assets under management (mutual funds, annuities, 401k) in Louisiana, Texas, & Mississippi. Please contact me at 504-889-1704 Missouri Mike, please post on me on your list of Advisors' in the market to purchase
Montana
Nebraska
New Hampshire Please add me to your list of Advisors in the market to purchase an
Investment or Financial Planning practice in the state of NH. New Jersey
New Mexico
New York
I am interested in either the purchase or a merger/partnership with an RIA
I am interested in purchasing a fee-based financial planning practice in Long
Island, NY and/or New York, NY.
Please post my desire to
purchase a practice in the following states, DE, MD, PA, NJ, NY. My zip code is
19803 and anything with in 2 hours is ok. Thank, Robert A. Gildea, CRPC. Thanks
for your business and continued referrals. Robert A. Gildea III CRPC® Financial
Advisor | Chartered Retirement Planning Counselor I am looking to purchase a financial services practice in Long Island, NY. Nevada
North Carolina My partner and I are interested in purchasing a practice in Western North Dakota
Ohio I am looking to purchase all or part of financial advisory practices
throughout the Central Ohio region. I am interested in purchasing entire financial planning practices, or partial
book offerings as well, in the State of Ohio. I am looking to buy a practice either in Ohio or Pa. Thanks Pete Oklahoma
Toolsformoney.com is always for sale!. The whole point of doing this way back was so I can goof off and do this http://www.seemikedrum.com/ and this http://www.adventureviews.com/. I'm holding out for $4M and I'll continue to maintain the models and mutual fund picks "forever," or for only $2M without that. There's a 5% finder's fee for anyone that finds a buyer, so if your introduction results in a $4M sale, then you'd get $200k! We do no advertising or marketing, so a small group of experienced marketers could turn this into a several million dollar profit in a year or two. Just the domain name being so highly ranked on Google and Bing makes it almost worth the price all by itself right now. Buy now when the market is down, because when it goes back up, and advisors start coming back into the biz en mass, these two prices will be doubling. I basically don't want to deal with the opposite of what's been going on since 2000 - which would be tens of thousands of flunkies per month all restarting their financial planning firms. I'd have to go back to hiring people just to answer the phones, and I so very much hate employees! So I'm letting this go for cheap now so you can deal with all that. If you like doing that kind of work, then you'd be able to triple what you paid for it a year or two after advisors start piling on top of each other to get back into the biz. Buy low sell high. It's still the worst of times in the biz, so this is the lowest these prices will ever be. When the DJIA hits 12000, then these prices will double. You snooze, you loose! You can get rich only by acting now! Pennsylvania I am looking to buy a practice either in
Ohio or Pa. Thanks Pete Please post my desire to
purchase a practice in the following states, DE, MD, PA, NJ, NY. My zip code is
19803 and anything with in 2 hours is ok. Thank, Robert A. Gildea, CRPC. Thanks
for your business and continued referrals. Robert A. Gildea III CRPC® Financial
Advisor | Chartered Retirement Planning Counselor
Rhode Island Please post our desire to purchase a
practice in the Massachusetts & Rhode Island.
South Carolina We are always interested in talking with sellers
of financial planning/RIA practices. We are currently based in the
Minneapolis/St. Paul metro area but would consider adding practices in almost
any location, with particular interest in Florida, Colorado and South Carolina.
South Carolina: Spartanburg / Greenville / Charleston areas: Interested in purchasing investment advisory/RIA practices (all or in-part) and would also consider having an ongoing revenue sharing arrangement with the sellerMatthew J. Hudgins, MbA, CFA Mosaic Wealth Management, LLC 3575 Piedmont Road Building 15, Suite 1070 Atlanta, GA 30305 404-405-8080 South Dakota
Tennessee
Please post me on your list of Advisors' in the market to purchase an investment
advisory/financial planning Mark H. Woodward, CRPC®, Woodward & Associates, a
financial planning practice of Ameriprise Financial Texas Rufus P. Cressend, CRPC. owner of R.P.Cressend & Associates, a financial advisor practice of Ameriprise Financial. I am currently buying assets under management (mutual funds, annuities, 401k) in Louisiana, Texas, & Mississippi. Please contact me at 504-889-1704 Mark H. Woodward, CRPC®, Woodward & Associates, a
financial planning practice of Ameriprise Financial Utah
Vermont
Virginia Mark H. Woodward, CRPC®, Woodward & Associates, a financial planning practice
of Ameriprise Financial Washington, DC Mark H. Woodward, CRPC®, Woodward & Associates, a financial planning practice
of Ameriprise Financial Washington State My partner and I are looking to purchase a practice in the greater Seattle WA
area. West Virginia My partner and I are interested in buying or merging with any practices in
the state of West Virginia. Wisconsin
Wyoming
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