Advisory firms carry recurring, fee-based revenue tied to assets and long client relationships. Every Financial Advisory Firms business listed on ExitToBuy is verified — financials, ownership and SBA-eligibility reviewed — before buyers ever see it, with deals from $250,000 to $25 million.
Assess recurring fee revenue and AUM, client retention and age, advisor continuity, and regulatory standing. These are the details that separate a durable Financial Advisory Firm business from a risky one.
A listing does not go live on ExitToBuy until its core numbers are checked: reported revenue and earnings, ownership and transferability, and whether the deal is likely to qualify for SBA 7(a) financing. Escrow is part of every transaction, and financing can be arranged inside the deal.
Financial Advisory Firms sit within Financial Services, alongside Accounting & CPA Firms, Bookkeeping & Tax Practices, Insurance Agencies. Activity is steady in New York, Connecticut, Illinois and California. Browse the full marketplace.
How many Financial Advisory Firms are for sale?
The number changes continuously as sellers and brokers post new listings. Every Financial Advisory Firms business on ExitToBuy has passed verification, so the count you see is live and current.
What does a Financial Advisory Firm business sell for?
ExitToBuy focuses on the $250,000 to $25 million range. Prices depend on earnings, how much revenue is recurring, and the assets included.
Can I finance a Financial Advisory Firms acquisition?
Yes. Many are pre-screened for SBA 7(a) eligibility, and financing can be arranged inside the transaction — usually an SBA-backed loan plus a buyer down payment, and sometimes seller financing.
What should I look for when buying Financial Advisory Firms?
Assess recurring fee revenue and AUM, client retention and age, advisor continuity, and regulatory standing.