| Financial Planning Practices for Sale |
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After paying $25 (click the link to pay), send an e-mail to post your desire to buy a financial planning or investment advisory practice here Why no longer free? Because there's no other free, non-members-only, forum for this in the U.S. 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, 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. It's still free to say you want to sell. We're listing anyone wanting to sell a financial planning or investment management practice here (not law, anything to do with debt / credit / loans, accounting, real estate, etc.). People usually don't do that because they're afraid their clients will see it and bail. All you need to do is ask (and/or pay) 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 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. Your listing will remain up until you say you want it removed. You can make changes to it anytime just by sending e-mail. Like the new buzzword goes, "Please don't keep this a secret!" Here's an article of interest on the subject on the second page of a Word doc _______________________________ These folks said they're interested in buying financial planning practices in all 50 states: I am interested in buying a practice in any state. 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. Steven J. Schmitz 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 Mike, please post on me on your list of Advisors' in the market to purchaseA practice in Southern Missouri, Northern Arkansas, Denver or the Tampa/St. Pete area of Florida. Thanks, Bill William A. Lane Financial Consultant, on Sabbatical The Integrity Financial Group, Inc. 14421 Perry Street Overland Park, Kansas 66221 Cell- 913-530-8756 Arizona Looking to purchase or joint venture on financial planning practice in Southwest (AZ, NM, CA) and Midwest-WI,IL). We have Attorneys, CPAs and CFPs in our group in respective offices in midwest and AZ. Also looking for experienced reps looking to affiliate/partner. Contact Ryan Zenk in confidence at 262 745-9522 or 866-865-3306. W. Ryan Zenk, CFP ® Family Wealth Advisors, LLC 6900 E Camelback Road, A 39 Scottsdale, AZ 85251 Phone: (480) 969-5667 Fax: (480) 969-0079
Kirk Kaprelian CFP ChFC with Ameriprise Financial for 18 years located in
Scottsdale AZ.
I am Interested in purchasing a practice in Arizona
We are always interested in speaking with financial
planners/RIA/investment managers looking to sell their practice. We are
currently based in Dallas, TX. We are interested in purchasing practices in
Texas, Oklahoma, Louisiana, New Mexico, Kansas, Missouri and Arizona.
Kindly post my desire to purchase a practice in one of the following
"Greater" areas: San Diego County, CA; Phoenix, AZ; Knoxville, TN; or Fort
Meyers/Naples, FL. Thank you.
I am interested in purchasing investment advisory/RIA practices in the Orange
County, CA area. I'm willing to work side-by-side with the an advisor
transitioning out of the business I'm a buyer for a Reg. Rep's practice in the San Diego County area. I have
Lic 6,63,7,51,24. Registered Representative looking to purchase a fee-based book of business in
the Sacramento / Roseville, CA area. Ideally grossing 100,000+ in revenue
yearly. I'm willing to work side-by-side with the an advisor transitioning out
of the business. My office is in Roseville, CA. Looking to acquire in California, Ohio or Florida Colorado We open to speaking with with sellers of financial planning/RIA practices. Our
firm is based in the Boulder/Denver metro area but would consider adding
practices in almost any location, with particular interest in Colorado and
Illinois.
Mike, please post on me on your list of Advisors' in the
market to purchase
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. Would you like to transition or sell your financial planning business to a
small company that will care as much about your clients as you do? Delaware
Florida We are an Independent Ameriprise Financial Planning firm with over 20 years
of experience in the Tampa Bay Area of Florida. We’d like to work with you in
achieving your goal - whether you would like to become a partner with full
succession planning, transition out of the business or sell your practice. 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: Matthew J. Hudgins, MbA, CFA Mosaic Wealth Management, LLC 3575 Piedmont Road Building 15, Suite 1070 Atlanta, GA 30305 404-405-8080 Please post my desire to purchase a financial planning practice in the
Greater Atlanta area. Idaho I am open to all states in the continental
US. Illinois Looking to purchase firm of any size up to $50MM in AUM in greater Chicago
area. Prefer focus on fee-based rather than brokerage. Looking to purchase a firm of any size up to $50MM in AUM in the greater
Chicago area. Prefer focus on fee-based rather than brokerage. Indiana
Iowa
Kansas We are always interested in speaking with financial planners/RIA/investment
managers looking to sell their practice. We are currently based in Dallas, TX.
We are interested in purchasing practices in Texas, Oklahoma, Louisiana, New
Mexico, Kansas, Missouri and Arizona. Louisiana
Andrew R. Fallo,
Financial Advisor Ameriprise Financial Services, Inc. We are always interested in speaking with financial planners/RIA/investment
managers looking to sell their practice. We are currently based in Dallas, TX.
We are interested in purchasing practices in Texas, Oklahoma, Louisiana, New
Mexico, Kansas, Missouri and Arizona. 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 I would like the opportunity to purchase a practice in the Twin Cities Metro
area. I’m a young, motivated advisor looking to purchase a practice in the Twin
Cities, MN area. Wanted to buy your financial planning practice or investment book of business
in the Rochester, Mankato, or New Ulm, MN Areas. Contact Zac Saiki at Ameriprise
Financial 2774 C Commerce DR NW Rochester, MN 55901 (507) 216-6643 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 We are always interested in speaking with financial planners/RIA/investment
managers looking to sell their practice. We are currently based in Dallas, TX.
We are interested in purchasing practices in Texas, Oklahoma, Louisiana, New
Mexico, Kansas, Missouri and Arizona. 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 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 CounselorDuffie & Associates, a franchise advisory practice of Ameriprise Financial Services, Inc. 1521 W. Concord Pike, Suite 203 | Wilmington, DE 19803 Office: 302-656-7773 ext. 25 | Fax: 302-656-8467 Toll Free 866-543-2122 ext. 25 Would you like to transition or sell your financial planning business to a
small company that will care as much about your clients as you do? New Mexico We are always interested in speaking with financial planners/RIA/investment
managers looking to sell their practice. We are currently based in Dallas, TX.
We are interested in purchasing practices in Texas, Oklahoma, Louisiana, New
Mexico, Kansas, Missouri and Arizona. 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. Would you like to transition or sell your financial planning business to a
small company that will care as much about your clients as you do? 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 Looking to acquire in California, Ohio or Florida Oklahoma We are always interested in speaking with financial planners/RIA/investment
managers looking to sell their practice. We are currently based in Dallas, TX.
We are interested in purchasing practices in Texas, Oklahoma, Louisiana, New
Mexico, Kansas, Missouri and Arizona. SkyOak Wealth Management - Our priority
is mitigating risk through our active disciplined investment management which is
the key to our portfolio returns and preservation of capital. 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 Post on the website for me my desire to purchase an investment management /
financial planning practice around the Philadelphia area. We would be willing to
look at anything within the PA, NJ, DE, MD area that is within two and a half
hours of Philadelphia. We are a full service registered investment advisory firm
with the ability to offer products from virtually any brokerage firm or
insurance company. Typically, we meet with our clients 1-2 times per year and
always try to put their best interest ahead of ours. 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 We are looking to by a book of business between $ 20,000,000 and $100,000,000
AUM. Dallas/ Fort Worth area only. Seller is expected to stay on for at least
six months to help with transition. We are NOT interested in insurance agencies
or practices with exceptionally high annuity sales. We are always interested in speaking with financial planners/RIA/investment
managers looking to sell their practice. We are currently based in Dallas, TX.
We are interested in purchasing practices in Texas, Oklahoma, Louisiana, New
Mexico, Kansas, Missouri and Arizona. 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 We are looking to purchase financial planning practices in Utah. We are also looking for experienced reps looking to affiliate/partner under LPL. Contact Darren Boyer at 801 621-0094204 25th Street, Ogden, Utah 84401 Vermont
Virginia Looking to buy full or partial financial Planning practice in Virginia,
Washington DC, Maryland 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. I am interested in talking to advisors who are wishing to retire or sell
their financial practice in the greater Puget Sound area, Washington State. West Virginia My partner and I are interested in buying or merging with any practices in
the state of West Virginia. Wisconsin Looking to purchase a financial advisory practice -- desire primarily
investment advisory/RIA but would also consider a practice with a mix of
packaged products (VA, VUL, mutual funds). Wisconsin - greater Milwaukee area
including north to West Bend/Jackson/Germantown. Wyoming
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