Free List of Financial Planning Prctices for Sale.

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).

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! You are totally on your own.

It's just a list by state at the moment, but will probably evolve into something better over time.

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.
Richard Mutchler, Senior Partner
McCulloch & Mutchler Wealth Management, LLC.
1208 Weaver Street Montoursville, Pennsylvania 17754
(570 ) 561-0874

I am open to all states in the continental US.
Asim I. Awan
Chief Financial Officer
Hurst Consulting, LLC
1101 Walnut Street
Suite 203
Kansas City, MO 64106
http://www.becausematters.com (816) 585-1517

Alabama

Andrew R. Fallo, Financial Advisor Ameriprise Financial Services, Inc.
I am interested in purchasing all or a portion of a practice in Louisiana, Mississippi, Alabama, or Northwest Florida.
2424 Edenborn Ave., Suite 170 Metairie, LA 70001 Office: 504-889-1704 or Mobile: 504-628-5705 | Fax: 504-910-8047

Arkansas

Mike, please post on me on your list of Advisors' in the market to purchase
A 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

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.
John B. Czajkowski, CFP, MS

California

I'm a buyer for a Reg. Rep's practice in the San Diego County area. I have Lic 6,63,7,51,24.
Scott A. Galbraith Crown Capital Securities Registered Principal
4747 Viewridge Av., Ste. 109
San Diego, Ca. 92123
858-278-1905, ext 101
858-278-1951(fax)
33rd. Yr. of Service

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.
John B. Czajkowski, CFP, MS

Colorado

I am interested in purchasing a financial practice in the Denver/Boulder Metro area.
Contact: Mitchell Bloom Bloom Financial, LLC 12303 Airport Way Broomfield, CO 80021
303-327-1447

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.
G.L. "Biff" Robillard III
Bannerstone Capital Management, LLC
18258 Minnetonka Blvd. Suite 105
Deephaven, Minnesota 55391
952-249-8888 612-201-7055 cell

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.
Thanks,
Frank C. Adams
Senior Vice President
Capital Financial Planning, LLC
110 Washington Avenue 2nd Floor
North Haven, CT 06473
(203)234-6365

Delaware

Florida

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.--
Kind Regards,
Arun Parameswaran, MS, CPA
Chairman & CEO
Astutant Group of Companies
1430 Royal Palm Square Blvd.
Suite 103
Fort Myers, FL 33919
Tel: (239) 481-5800
Fax: (239) 481-5806

Please post our desire to purchase a practice in the Northern Florida or Southern Georgia area.
Thanks, Jon.
Jonathan N. Castle, CFP, ChFC
Managing Partner and Chief Investment Officer
PARAGON Wealth Strategies, LLC
10245 Centurion Pkwy N Ste 105
Jacksonville, FL 32256
904-861-0093

Please post my desire to purchase a planning or investment advisory practice in Florida.
FYI, I am fully funded to pursue this idea. I would also consider a merger with a practitioner wanting to go out ON their own but without BEING alone.
Russell G. Lowry, CFP® CRPC
"The Business Owner's Financial Advisor"
Sagemark Consulting Private Wealth Services
100 Northfield Drive, Suite 200
Windsor, CT 06095
Telephone: 860-298-1893
FAX: 860-298-1812

Georgia

Idaho

Illinois

Indiana

Iowa

Kansas

Kentucky

Louisiana

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
Financial Advisor, Amerirpise Financial
10461 Mill Run Cir, Ste #600
Owings Mills, MD 21117
443-394-5515

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
Duffie & 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

Please post me on your list of Advisors' in the market to purchase a practice in Maryland
Thanks you, Chandrul Chandru Ramachandran, MBA, ChFC, CRPC Senior Financial Advisor
An Ameriprise Platinum Financial Services® practice Ameriprise Financial
Ameriprise Financial Services, Inc. 172 Thomas Johnson Drive, Suite 203 | Frederick, MD 21702
Office: 301.682.8400 | Fax: 301.682.8010

Massachusetts

Please post our desire to purchase a practice in the Massachusetts & Rhode Island.
Thanks, Brian.
Brian P. McCarren, CFP, JD
Senior VP Wealth Management
Janney Montgomery Scott LLC
60 State Street, 35th Floor
Boston, MA 02109
800-624-1460

Hi my name is Michael Tucci, President of Lexington Wealth Management.
Lexington Wealth Management, a "fee only" open architecture firm. We are interested in firms in eastern Massachusetts.
1666 Massachusetts Ave.
Lexington, MA 02420
www.lexingtonwealth.com
781-860-7745
fax 781-862-4392

Maine

Michigan

I am interested in purchasing entire financial planning practices, or partial book offerings as well, in the State of Michigan.
Steven J. Case, CFP
Financial Indepencence LLC
3883 Telegraph Rd #203
Bloomfield Hills MI 48302
(248) 594-8114

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

Minnesota

Mississippi

Missouri

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.
Hurst & DeGraffenried Wealth Management
Attn: William Hurst
360 Route 101, Suite 12-B
Bedford, NH 03110
(603) 471 - 3560

New Jersey

New Mexico

New York

I am interested in purchasing a fee-based financial planning practice in Long Island, NY and/or New York, NY.
Andrew P. Feldman, CFP®, CLU Andrew Feldman Associates, Inc.
Financial Planning/Wealth Management
33 South Service Rd. Suite 110
Jericho, NY 11753
Tel: (516) 750-9722
Fax: (516) 334-5709

I am looking to purchase a financial services practice in Long Island, NY.
Ross F. Mongiardo, CFP
1305 Franklin Ave., Ste. 208
Garden City, NY 11530
(516) 739-1809

Nevada

North Carolina

My partner and I are interested in purchasing a practice in Western
North Carolina. Nick Sherrod, Associate Director-Investments
Oppenheimer & Co. 200 College St. 4th Floor Asheville,NC 28801. (828)337-8085

North Dakota

Ohio

I am looking to purchase all or part of financial advisory practices throughout the Central Ohio region.
Allan P. Covert, CRPC
Financial Advisor
Advisory & Brokerage Services
UBS Financial Services Inc.
180 Market St., Suite 200
New Albany, OH 43054
Direct: 614.855.8781
Toll Free: 866.284.1930

I am interested in purchasing entire financial planning practices, or partial book offerings as well, in the State of Ohio.
Robert Danuloff, MBA LPL Financial 740-816-7643

I am looking to buy a practice either in Ohio or Pa. Thanks Pete
Peter F Butler
Financial Advisor
Ameriprise Financial

The Partners Group
A financial advisory practice of
Ameriprise Financial Services, Inc.
5005 Rockside Rd Suite 230 | Independence OH 44131
Office: 216-447-0900 | Fax: 216-447-0999
Cell : 440-668-4083 ameriprise.com

Oklahoma

Oregon

Our biz, Toolsformoney.com, is always for sale. We're holding out for $4M and Mike will continue to maintain the models and mutual fund picks, or for $3M without that. There is a 5% finder's fee for anyone that finds a buyer, so if your introduction results in a $4M sale, then you get $200k!

Pennsylvania

Rhode Island

South Carolina

South Dakota

Tennessee

Please post me on your list of Advisors' in the market to purchase an investment advisory/financial planning
practice in: Jackson, TN
Randy Wallace, CPA/PFS, LPL Financial Planner
Wallace Wealth Management
250 North Parkway, Suite 27
Jackson, TN 38305
731-664-0996

Mark H. Woodward, CRPC®, Woodward & Associates, a financial planning practice of Ameriprise Financial
Looking to buy full or partial financial Planning practice in Northern Virginia
Maryland and District of Columbia within 70 miles of 22182
Houston, TX
Nashville, TN
Business Financial Advisor, Ameriprise Financial
8045 Leesburg Pike
Suite 500
Vienna, VA 22182
703-902-8916

Texas

Utah

Vermont

Virginia

Washington, DC

Washington State

My partner and I are looking to purchase a practice in the greater Seattle WA area.
Jeff Neely Associate Director – Investments
Oppenheimer & Co. INC
719 – 2nd AVE Suite 1000
Seattle WA 98104
206 – 757 – 3431

West Virginia

Wisconsin

Wyoming

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