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RIA / Financial Advisory in Auckland

RIA / Financial Advisory Businesses for Salein Whangaparaoa, Auckland

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

156+
Companies
2018 yrs
Avg Tenure
63.7/100
Avg Fit Score

Top RIA / Financial Advisory Targets in Whangaparaoa

Contact locked

TENON EMPLOYEE GROWTH FUND LIMITED

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

COAST INSURANCE BROKERS LIMITED

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

TASMAN ACCOUNTING TRUSTEE LIMITED

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

TRISH AND JOHN TRUSTEE LIMITED

70/100
2023 yrs in business$6.0M-$9.0M est. revenue4.0
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AMRIT & PUSHPA KASABIA TRUSTEE LIMITED

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

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

Get access to all 156 ria / financial advisory companies in Whangaparaoa

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

Frequently Asked Questions

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

Serava.AI has mapped 156 acquisition-ready ria / financial advisory businesses in Whangaparaoa, 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 Whangaparaoa?

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

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

Most ria / financial advisory acquisitions in Whangaparaoa 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 North183Silverdale159Manukau151Waipukurau151
All Auckland cities

Other Industries in Whangaparaoa

Property Management362MSP / IT Services214Software & IT Services202Construction & Building201Law & Professional Services158
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