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RIA / Financial Advisory in Auckland

RIA / Financial Advisory Businesses for Salein Waiuku, Auckland

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

40+
Companies
2018 yrs
Avg Tenure
62.8/100
Avg Fit Score

Top RIA / Financial Advisory Targets in Waiuku

Contact locked

AP BUDD CORPORATE TRUSTEE LIMITED

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

MSBCA OWEN YORKE TRUSTEE COMPANY LIMITED

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

CAOILTE TRUSTEES LIMITED

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

PETERIKA TRUST COMPANY LIMITED

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

70/100
2023 yrs in business$8.0M-$12.0M est. revenue4.0
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MSBCA PVF TRUSTEE COMPANY LIMITED

70/100
2023 yrs in business$7.6M-$11.4M est. revenue4.0

Get access to all 40 ria / financial advisory companies in Waiuku

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

Frequently Asked Questions

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

Serava.AI has mapped 40 acquisition-ready ria / financial advisory businesses in Waiuku, 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 Waiuku?

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

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

Most ria / financial advisory acquisitions in Waiuku 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 Waiuku

Property Management121Manufacturing73MSP / IT Services37Construction & Building36Plumbing34
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