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RIA / Financial Advisory in Auckland

RIA / Financial Advisory Businesses for Salein Orewa, Auckland

140 acquisition-ready ria / financial advisory companies in Orewa. Average owner tenure of 2018 years, a strong signal of succession readiness.

140+
Companies
2018 yrs
Avg Tenure
63.2/100
Avg Fit Score

Top RIA / Financial Advisory Targets in Orewa

Contact locked

TGL TRUSTEES LIMITED

70/100
2023 yrs in business$6.8M-$10.2M est. revenue4.0

QUICKFALL TRUSTEE LIMITED

70/100
2023 yrs in business$6.4M-$9.6M est. revenue4.0

GOLDIE 790 TRUSTEE SERVICES LIMITED

70/100
2023 yrs in business$5.2M-$7.8M est. revenue4.0

SILENCE OF YANG TRUSTEE LIMITED

70/100
2023 yrs in business$6.0M-$9.0M est. revenue4.0
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D & J SPENCER TRUSTEES LIMITED

70/100
2023 yrs in business$6.0M-$9.0M est. revenue4.0
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KEET CONSULTING LIMITED

70/100
2023 yrs in business$6.0M-$9.0M est. revenue4.0

Get access to all 140 ria / financial advisory companies in Orewa

Full contact details, owner names, and AI scores. Free for buyers.

Frequently Asked Questions

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

Serava.AI has mapped 140 acquisition-ready ria / financial advisory businesses in Orewa, Auckland. These are active, operating businesses scored for owner exit readiness, years in business, and financial profile. Most are off-market: they have not yet engaged a broker or listed on any marketplace.

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

RIA / Financial Advisory businesses in Orewa typically trade at 3x to 6x EBITDA. A business with $2M revenue and 12% margins ($240k EBITDA) would price between $720k and $1.44M. Businesses with recurring contracts, strong owner tenure, and clean books command the higher end of that range.

Why buy an RIA / Financial Advisory business in Orewa instead of starting one?

Acquiring an existing ria / financial advisory business in Orewa gives you an established customer base, trained staff, and immediate cash flow (without the 2-3 year ramp of a startup). Businesses in our database average 2018 years in operation, meaning they have proven their model in the local market.

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

Most ria / financial advisory acquisitions in Orewa happen off-market. Serava.AI identifies succession-ready owners using tenure and business age signals, then reaches out directly on your behalf before they hire an investment banker. This gives you proprietary access before any competing buyer sees the deal.

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Private mandate with full contact details, owner names, and AI scoring. Delivered in 24 hours. Free for buyers.

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Other Cities in Auckland

Auckland22489Pukekohe312Papakura208Warkworth199Havelock North183Silverdale159Whangaparaoa156Manukau151
All Auckland cities

Other Industries in Orewa

Property Management234MSP / IT Services104Construction & Building101Software & IT Services84Law & Professional Services72
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