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RIA / Financial Advisory by State

RIA / Financial Advisory Businesses for Salein Auckland

6,704 acquisition-ready ria / financial advisory companies mapped in Auckland. Average owner tenure of 2018 years. AI-scored for exit readiness and financial profile.

6,704+
Companies
2018 yrs
Avg Tenure
63.4/100
Avg Fit Score
Free
For buyers

Top 6 RIA / Financial Advisory Targets in Auckland

Contact info locked

THE MORTGAGE LAB NZ LIMITED

70/100
Auckland, Auckland2023 yrs in business$6.8M-$10.2M est. revenue4.0
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NEWTON HEATH HOLDINGS LIMITED

70/100
Auckland, Auckland2023 yrs in business$8.0M-$12.0M est. revenue4.0
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STRATA GROUP LIMITED

70/100
Auckland, Auckland2023 yrs in business$7.6M-$11.4M est. revenue4.0
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GRAVAL HOLDINGS LIMITED

70/100
Auckland, Auckland2023 yrs in business$5.6M-$8.4M est. revenue4.0
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GELLERT IVANSON TRUSTEE LIMITED

70/100
St Heliers, Auckland, Auckland2023 yrs in business$8.0M-$12.0M est. revenue4.0
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PATEL PIKE & ASSOCIATES TRUSTEE COMPANY LIMITED

70/100
Auckland, Auckland2023 yrs in business$5.6M-$8.4M est. revenue4.0
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Get access to all 6,704 ria / financial advisory companies in Auckland

Full contact details, owner names, and AI scores. Delivered in 24 hours. Free for buyers.

Frequently Asked Questions

How many RIA / Financial Advisory businesses are for sale in Auckland?

Serava.AI has mapped 6,704 acquisition-ready ria / financial advisory businesses in Auckland. These are active, operating businesses with a minimum of 5 years in business, scored for owner exit readiness and financial profile. Not all are actively listed for sale: the majority are off-market targets that have not yet engaged a broker.

What is the typical revenue of a RIA / Financial Advisory business in Auckland?

Revenue for ria / financial advisory businesses in Auckland varies by size, but most SMB-scale targets in our database fall in the $1M to $15M annual revenue range. Serava.AI provides revenue estimates benchmarked from payroll data, OSM business data, and SBA loan records. Average owner tenure in this market is 2018 years, signaling a high concentration of succession-ready operators.

What should I look for when buying a RIA / Financial Advisory business?

Key signals for a high-quality ria / financial advisory acquisition include: long owner tenure (15+ years operating the same business), stable recurring or repeat revenue, strong online ratings (4.0+ with 20+ reviews), an established local customer base, and a skilled technical workforce. Serava.AI's Acquisition Fit Score (0-100) weighs all of these factors and benchmarks each company against your specific buyer criteria.

How do I find off-market RIA / Financial Advisory businesses in Auckland?

Most ria / financial advisory business acquisitions happen off-market, before the owner ever contacts a broker. Serava.AI identifies succession-ready ria / financial advisory owners in Auckland using tenure signals, business age, and local market data. We then reach out directly on your behalf and arrange a warm introduction, giving you proprietary access before any competing buyer.

What is the typical asking price for a RIA / Financial Advisory business in Auckland?

RIA / Financial Advisory businesses in Auckland typically trade at 3x to 6x EBITDA, depending on revenue concentration, customer contracts, and owner dependency. A business with $2M revenue and 12% EBITDA margins ($240k EBITDA) would price between $720k and $1.44M. Businesses with recurring contracts, long owner tenure, and clean books command higher multiples.

Top Cities for RIA / Financial Advisory Acquisitions in Auckland

Auckland5,134 companiesManukau70 companiesPukekohe70 companiesWaverley51 companiesWarkworth46 companiesEltham42 companiesPapakura41 companiesWhangaparaoa41 companiesKerikeri37 companiesWaipukurau37 companies

About this data

Serava.AI aggregates business data from OpenStreetMap, Companies House (UK), SBA loan records, and OSM enrichment sources. Each company is scored 0-100 on acquisition fit using owner tenure, years in business, rating, review count, and estimated revenue. Scores above 80 represent high-priority outreach targets. Data is refreshed regularly via our automated scraping pipeline.

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Top Cities in Auckland

Auckland5134Manukau70Pukekohe70Waverley51Warkworth46Eltham42Papakura41Whangaparaoa41Kerikeri37Waipukurau37

RIA / Financial Advisory in Other Regions

Dublin1,481Canterbury783Wellington686Waikato640Bay of Plenty502Otago289

Other Industries in Auckland

Property Management13,596MSP / IT Services5,038Construction & Building4,013Manufacturing4,007Software & IT Services3,508
All Industries/RIA / Financial Advisory/Auckland
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