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
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 free to say you want to sell a practice. 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. So you can list without putting your name or firm name if you want to - just your phone number is all that's needed. All you need to do is ask (and/or pay) and your blurb will just be pasted in here like the rest (typos and all - 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. We also have the ONE and ONLY financial planning practice valuation calculator you can buy for "a few bucks" here on the TVM Financial Tools product _______________________________ 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. SEC RIA firm approved for fee sharing with third-party investment advisors is looking to joint venture with a mature RIA firm that wants to expand its presence nationwide. SEC RIA firm owns Employee Benefits Equity Compensation Services provider firm with over 200 corporate clients with active Employee Stock Option Plans, over 1,300 high net worth individuals and a potential for 850MM+ AUM. Joint venture partner will be asked to make a capital contribution or a subordinate loan to the affiliated broker-dealer in the amount of $250,000 with 2 year lock in period, subject to regulatory approval. Please contact us (call or text) at 1-416-579-1515 for further details. All communications will be held in strict confidence. Alabama Arkansas Mike, please post on me on your list of Advisors' in the market to purchaseA practice in Southern Missouri, Northern Arkansas, Denver or the Tampa/St. Pete area of Florida. Thanks, Bill William A. Lane Financial Consultant, on Sabbatical The Integrity Financial Group, Inc. 14421 Perry Street Overland Park, Kansas 66221 Cell- 913-530-8756 Arizona 400M$ AUM Firm looking to acquire practices in Arizona, Michigan and California. Will consider any size firm.Mark Brown, Registered Representative Office 800 227-3861 Mobile 480 283-3944 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 California 400M$ AUM Firm looking to acquire practices in Arizona, Michigan and California. Will consider any size firm. We are Looking to Buy a Practice! Fee and commission based financial practice for sale in the San Diego area. 14mm in assets 2011 gross commissions and fees $262,000 ser 7 63 insurance. mostly fees and commissions from stocks bonds mutual funds. Prefer someone who can take over the existing business without having to transfer accounts. 877-812-7710 for serious inquiries only. 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 Colorado We open to speaking 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. Connecticut 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. We're interesting in buying practices in all of Florida. Please call Peter Anderson at (954) 205-5009 2732 NE 33rd St Fort Lauderdale, FL 33306 Georgia Please post our desire to purchase a
practice in the Northern Florida or Southern Georgia area. Idaho I am open to all states in the continental
US. Illinois Are you looking to potentially team up or sell your advisory practice? Rest assured, that no one will care more or work harder. Let's talk and see if there might be a match. Searching primarily in Northern Illinois or Southern Wisconsin area. Timothy Oman, CRPC Wells Fargo Advisors, LLC 2424 Lake Shore Drive Woodstock, IL 60098 847-217-7034 Looking to purchase a firm of any size up to $50MM in AUM in the greater
Chicago area. Prefer focus on fee-based rather than brokerage. Indiana Iowa Kansas We are always interested in speaking with financial planners/RIA/investment
managers looking to sell their practice. We are currently based in Dallas, TX.
We are interested in purchasing practices in Texas, Oklahoma, Louisiana, New
Mexico, Kansas, Missouri and Arizona. Louisiana Andrew R. Fallo,
Financial Advisor Ameriprise Financial Services, Inc. Maryland Ravi Dixit, CRPC - Looking to buy full or partial financial Planning practice
in MD,DE,FL,VA,DC,OH and NJ Massachusetts Please post our desire to purchase a
practice in the Massachusetts & Rhode Island. Maine Michigan 400M$ AUM Firm looking to acquire practices in Arizona, Michigan and California. Will consider any size firm. I am interested in purchasing entire financial planning practices, or partial
book offerings as well, in the State of Michigan. Minnesota I would like the opportunity to purchase a practice in the Twin Cities Metro
area. Mississippi Andrew R. Fallo,
Financial Advisor Ameriprise Financial Services, Inc. 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. 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 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 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. 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 Looking to purchase financial planning and insurance practices in Central and
Eastern Pennsylvania. I am looking to buy a practice either in
Ohio or Pa. Thanks Pete 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 Dakota Tennessee Please post me on your list of Advisors' in the market to purchase an investment
advisory/financial planning 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. 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 Washington, DC Mark H. Woodward, CRPC®, Woodward & Associates, a financial planning practice
of Ameriprise Financial Washington State 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 |
Financial Planning Software Modules For Sale (are listed below) Financial Planning Software that's Fully-Integrated Retirement Planning Software Menu: Something for Everyone Comprehensive Asset Allocation Calculator Asset Allocation Models with Investment Track Record Monthly Updated Mutual Fund Picks TVM Financial Tools and Free Financial Calculators Financial Planning Fact Finders Investment Policy Statement Software Bond Calculators for Duration, Convexity, YTM, Accretion, and Amortization Life Insurance Needs Calculator Rental Real Estate Analysis Software Marketing Seminar for Financial Planners Free Personal Budget Software and 75-year Cash Flow Projector Our Unique Financial Services Mr. Market Timer's Unique and Market Neutral Stock Market Timing Service Could Be Up Soon! Fee-only Hourly Financial Planning Consulting Using Custom Benchmark Portfolios to Compare Investment Performance Coaching for Financial Planners Miscellaneous Pages of Interest Why We're Better at Financial Planning Software: Reviews, Evaluations, and Comparisons Most Everything Important to Know About Using Asset Allocation to Manage Money is Here How to Get Your Brokerage Account Data to Download into Our Financial Tools About Financial Plan Software Integration Learn About Portfolio Management Software and CRM Software Facts vs. Fiction Regarding Monte Carlo Financial Planning Software About the Perils of Using Efficient Frontier Portfolio Optimizers Information About Calculating Your Investment Risk Tolerance About Using a Discount Broker to Manage Your Own Money (and about custodians for advisors) Investing Tips for 401(k) Plan Advisors and Participants (TSA, 403b and 457 plan investors too) |
