Wanted: RIA Book of Business Acquisition
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Financial Details
- Cash Flow / SDE:
- $10,000,000
- Profit Metric:
- Assets Under Management
- Source:
- Date:
- September 16, 2025
Key Highlights
Client seeking to acquire a Book of Business from a Registered Investment Advisor (RIA).
Minimum Assets Under Management (AUM) requirement of $10 million.
Preference for NC, SC, VA locations, but open to other states.
Description
A client is actively seeking to acquire a Book of Business from a Registered Investment Advisor (RIA). The ideal target business should have a minimum of $10 million in Assets Under Management (AUM). While the preferred geographic locations are North Carolina (NC), South Carolina (SC), and Virginia (VA), the buyer is open to considering opportunities in other states. This opportunity is suitable for RIA owners looking to exit the business or retire. Brokers and finders are welcome to inquire.
Industry Information
- Industry Description:
- Financial Services
- Classification:
- Financial Services
Real Estate & Lease
- Status:
- Not Applicable
Listing Details
- Listing ID:
- 08ba3bbd-56cd-4804-8e39-ca467c024f00
- Deal Status:
- For Sale
- Date Posted:
- December 21, 2023
- Last Updated:
- September 16, 2025
- Currency:
- USD
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