Buyer registration
Buy an RIA or AUM Book
Advisory practices are priced on recurring fee revenue and client retention. Advisors come here to value their AUM and often want offers from qualified buyers. Register your criteria and we will contact you when a practice fits.
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City, state, region — or "anywhere" if you are not limited by location.
Your information is only used to match you with sellers. We do not share it publicly or sell it. You can ask to be removed at any time.
How this works
- Filter by AUM range, fee rate and client demographics.
- Hear about fee-only and recurring-revenue practices first.
- No public listings; your interest is kept confidential.
- We share a summary first; detailed data follows under NDA.
Common questions
What size AUM book can I register for?
Any size. Use the minimum and maximum deal-size fields to set your range.
Do advisors usually stay on?
Most transitions include one to three years, often with payment tied to retention.
Can I buy a book without taking over the RIA?
Structure varies. Note your preference in the criteria box and we will match accordingly.