Financial Planning Practices for Sale |
| Articles About Selling or Buying a Financial Advisory Practice |
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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 about this (how to value a practice, what to do, industry trends and statistics, financial ratios, salary surveys, etc.); but there's no actual list 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 list below saying that 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 a financial planning practice valuation calculator here on the TVM Financial Tools product. _______________________________ These folks said they're interested in buying financial planning practices in all 50 states: Would you like to transition or sell your financial planning business to a independent, family of advisors that will care as much about your clients as you do? We are a independent financial planning firm with over 27 years of experience in helping our clients achieve their financial and personal goals. We�d like to work with you in achieving your goal of transitioning your business while continuing to caring for your clients. We are willing to talk to anyone in all 50 states. Please call or go to our website. Randal Lishka, CFP Anthony Lishka Financial Advisor LISHKA FINANCIALSecurities offered through Crown Capital Securities, L.P. Member Finra/SIPC 8383 NE Sandy Blvd., Ste 420 Portland, OR 97220 Phone: (503)253-4299 ext 2 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 $250,000 with 2 year lock in period, subject to regulatory approval. Please contact us (call or text) at 1-917-310-3507 for further details. All communications will be held in strict confidence. Alabama Arkansas Mike, please post on me on your list of Advisors' in the market to purchaseA practice in Southern Missouri, Northern Arkansas, Denver or the Tampa/St. Pete area of Florida. Thanks, Bill William A. Lane Financial Consultant, on Sabbatical The Integrity Financial Group, Inc. 14421 Perry Street Overland Park, Kansas 66221 Cell- 913-530-8756 Arizona 400M$ 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'd like to help enable you to achieve your goal of transitioning your practice while continuing to provide excellent service for your clients. We are flexible - wind down slowly, transition out or sell all or a portion of your practice - to someone who will care about your clients? We are a small independent hybrid company, B/D - LPL and RIA - IFP ,
- 75% Advisory and 25% brokerage - with 401k plans, Insurance, Annuities and REIT business. We are located in and primarily focused on Central Florida
- however we also have clients in Texas, Virginia, South Carolina, Tennessee and Pennsylvania. We use WEALTHVISION to perform financial and retirement planning and to create a secure and friendly state of the art technology link with our clients. Is your goal to wind down slowly, transition out or sell all or a portion of your practice to someone who will care about your clients? Our goal is to purchase all or a portion of a practice in the Northeast Florida area anywhere around Jacksonville, Saint Augustine and Fernandina Beach be it big or small, fee based or commissioned. We have a stable business with capacity to grow. Each of our team members has over 20 years of financial services experience. We believe in handholding and have developed advanced competencies include investment management, ERISA retirement plan design and administration, tax and estate planning document design and preparation, asset protection planning and comprehensive financial planning. We would be happy to discuss how we can help you achieve your goal. Susan L Hartman, JD, CPWA�, CDFA�, CFP� Raymond James 3520 3rd Street South Jacksonville Beach, FL 32250 904.246.7484 Raymond James Financial Services, Inc. Member FINRA/SIPC 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 $50MM in AUM in the greater
Chicago area. Prefer focus on Fee-Based rather than brokerage. Indiana Iowa Kansas We are always interested in speaking with financial planners/RIA/investment Managers looking to sell their practice. We are currently based in Dallas, TX.
We are interested in purchasing practices in Texas, Oklahoma, Louisiana, New Mexico, Kansas, Missouri and Arizona. Louisiana Andrew R. Fallo,
Financial Advisor Ameriprise Financial Services, Inc. Maryland Massachusetts Please post our desire to purchase a
practice in the Massachusetts & Rhode Island. Maine Michigan 400M$ 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 Counselor 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. Oregon 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 Goals-Only "Financial Planning Software" Retirement Planning Software Menu: Something for Everyone Comprehensive Asset Allocation Software Model Portfolio Allocations with Historical Returns Monthly-updated ETF and Mutual Fund Picks DIY Investment Portfolio Benchmarking Program Financial Planning Fact Finders for Financial Planners Gathering Data from Clients Investment Policy Statement Software (IPS) Life Insurance Calculator (AKA Capital Needs Analysis Software) Bond Calculators for Duration, Convexity, YTM, Accretion, and Amortization Investment Software for Comparing the 27 Most Popular Methods of Investing Rental Real Estate Investing Software Net Worth Calculator (Balance Sheet Maker) and 75-year Net Worth Projector Financial Seminar Covering Retirement Planning and Investment Management Sales Tools for Financial Adviser Marketing Personal Budget Software and 75-year Cash Flow Projector TVM Financial Tools and Financial Calculators Our Unique Financial Services Miscellaneous Pages of Interest Primer Tutorial to Learn the Basics of Financial Planning Software About the Department of Labor's New Fiduciary Rules Using Asset Allocation to Manage Money Download Brokerage Data into Spreadsheets How to Integrate Financial Planning Software Modules to Share Data CRM and Portfolio Management Software About Efficient Frontier Portfolio Optimizers Calculating Your Investment Risk Tolerance |
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