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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).
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
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
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
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
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
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
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
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
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
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
Idaho
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
P: 816-585-1517
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
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
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
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
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
Missouri
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
Montana
Our biz, Toolsformoney.com, is always for
sale. We're holding out for $5M and Mike will continue to maintain the models
and mutual fund picks, or $3M without that. Mike will still pick the mutual funds and update the
models monthly for free until he croaks after you buy it. Mike is offering a
10% finders fee for anyone that finds a buyer (so if your introduction
results in a $5M sale, then you get $500k! So get to work on that now, eh?!).
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
1850 Elm Street
Manchester, NH 03104
(603) 669-1851
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 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
New Mexico
New York
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
Nevada
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
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
Rhode Island
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
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.
G.L. "Biff" Robillard III
Bannerstone Capital Management, LLC
18258 Minnetonka Blvd. Suite 105
Deephaven, Minnesota 55391
952-249-8888 612-201-7055 cell
South Dakota
Tennessee
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
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
Texas
Utah
Vermont
Virginia
Washington, DC
Washington State
West Virginia
Wisconsin
Wyoming
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