Serava.AI
Serava.AI/
/
Serava.AI/Browse/RIA / Financial Advisory
Markets
All Industries

RIA / Financial Advisory Businesses for sale by state

52,830+ off-market RIA / financial advisory businesses mapped across live markets. Serava filters for owner tenure, review quality, local demand, and likely succession readiness.

Companies: 52,830+
Regions: 0
Cost: $0 for buyers
Not on BizBuySell
Ranked 0-100
Owners named where the registry holds them
Delivered in 24h
What we hold on ria / financial advisory

We know who owns these. We do not yet hold their direct line.

89% of the companies we hold here carry a named owner, but a name AND a way to reach them on the same record on just a fraction of 1%. The names and the phone numbers come from different registries that rarely cover the same company, so this is not a contact list you can buy off the shelf. Identifying the owner is the expensive half and it is already done; reaching the handful you actually shortlist is a per-company lookup we run for you.

A sourcing mandate is $2,500, delivered in 10 days, and we build and enrich the shortlist for you. The call decides whether it is worth running.

Book 20 minutes
Buyer Radar

Own one of these businesses?

See which institutional buyers are actively searching for a business like yours, from 1,793 verified acquirers — 487 of them sitting on a fresh fund. Free to search — no listing, no broker.

Browse the active buyers

How this RIA / Financial Advisory data is built

Serava continuously maps 52,830 ria / financial advisory businesses across 0 states and provinces, sourced from public registries, licensing boards, and corporate filings. Every company is real and currently operating, not a recycled broker listing.

Each business is scored 0 to 100 on the signals that predict a quiet, off-market sale: owner tenure, succession indicators, business age, and contact reachability. The result is a ranked shortlist of owner-led companies that are not posted on any marketplace.

Coverage is refreshed continuously and re-verified against source records. The counts shown reflect deliverable, owner-led targets in each market, not raw directory totals, so what you see is what we can actually hand you.

Built and maintained by Serava, an off-market acquisition sourcing platform, with sourcing methodology overseen by founder Sadra Khorvash. Last updated September 2026.

Related Industries

Dental PracticesHVACPlumbingElectricalAuto RepairLandscapingJanitorial / CleaningProperty Management

Get your private RIA / Financial Advisory target map

Tell us your geography, revenue range, and criteria. We build your private target map within 24 hours.

Free preview. No spam. Reply to refine your criteria or book a call to talk through reaching these owners.

Request the target list from the primary CTA above.

Use the primary target-list request above to specify revenue range, states, and acquisition criteria.

Free deal map · no sign-in

See how many RIA / Financial Advisory businesses match your acquisition thesis

Get a live count of owner-led ria / financial advisory businesses across 6M companies, then your free deal map.

See these targets free
2026 Serava.AI. All rights reserved.
HomeBrowse IndustriesComparePricingDatabaseData HubRequest Access