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RIA / Financial Advisory in Auckland

RIA / Financial Advisory Businesses for Salein Otorohanga, Auckland

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

85+
Companies
2018 yrs
Avg Tenure
64.9/100
Avg Fit Score

Top RIA / Financial Advisory Targets in Otorohanga

Contact locked

R G & D J SIMS TRUSTEE COMPANY LIMITED

70/100
2023 yrs in business$8.0M-$12.0M est. revenue4.0

CA TRUSTEES (KCF) LIMITED

70/100
2023 yrs in business$8.0M-$12.0M est. revenue4.0

EVEREST TRUSTEE SERVICES LIMITED

70/100
2023 yrs in business$7.2M-$10.8M est. revenue4.0

TE TAKI & CHERYL RUARAU TRUSTEE COMPANY LIMITED

70/100
2023 yrs in business$7.6M-$11.4M est. revenue4.0
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TAWHITI INDEPENDENT TRUSTEE COMPANY LIMITED

70/100
2023 yrs in business$5.6M-$8.4M est. revenue4.0
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VIVO NOMINEES LIMITED

70/100
2023 yrs in business$7.2M-$10.8M est. revenue4.0

Get access to all 85 ria / financial advisory companies in Otorohanga

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

Frequently Asked Questions

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

Serava.AI has mapped 85 acquisition-ready ria / financial advisory businesses in Otorohanga, 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 Otorohanga?

RIA / Financial Advisory businesses in Otorohanga 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 Otorohanga instead of starting one?

Acquiring an existing ria / financial advisory business in Otorohanga 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 Otorohanga?

Most ria / financial advisory acquisitions in Otorohanga 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 Otorohanga

Property Management104Construction & Building56Manufacturing53MSP / IT Services40Transport & Logistics32
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