Serava.AI
Serava.AI/
/
Serava.AI/
/
/
Serava.AI/Browse/RIA / Financial Advisory/Hawke's Bay
Get Access
RIA / Financial Advisory by State

RIA / Financial Advisory Businesses for Salein Hawke's Bay

1,109 acquisition-ready ria / financial advisory companies mapped in Hawke's Bay. Average owner tenure of 2018 years. AI-scored for exit readiness and financial profile.

1,109+
Companies
2018 yrs
Avg Tenure
63.6/100
Avg Fit Score
Free
For buyers

Top 6 RIA / Financial Advisory Targets in Hawke's Bay

Contact info locked

STEWART FINANCIAL GROUP LIMITED

70/100
Hastings, Hawke's Bay2023 yrs in business$8.0M-$12.0M est. revenue4.0
Contact locked

KELLY NOMINEES LIMITED

70/100
Napier, Hawke's Bay2023 yrs in business$6.8M-$10.2M est. revenue4.0
Contact locked

STEPHENS TRUSTEE 55 LIMITED

70/100
Hastings, Hawke's Bay2023 yrs in business$7.6M-$11.4M est. revenue4.0
Contact locked

FINZO NZ LIMITED

70/100
Hastings, Hawke's Bay2023 yrs in business$6.8M-$10.2M est. revenue4.0
Contact locked
Unlock All 1,109 Companies

HEAPHY & CO TRUSTEE COMPANY LIMITED

70/100
Hastings, Hawke's Bay2023 yrs in business$5.2M-$7.8M est. revenue4.0
Contact locked
Unlock All 1,109 Companies

DAVVO HOLDINGS LIMITED

70/100
Hastings, Hawke's Bay2023 yrs in business$6.4M-$9.6M est. revenue4.0
Contact locked

Get access to all 1,109 ria / financial advisory companies in Hawke's Bay

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 Hawke's Bay?

Serava.AI has mapped 1,109 acquisition-ready ria / financial advisory businesses in Hawke's Bay. 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 Hawke's Bay?

Revenue for ria / financial advisory businesses in Hawke's Bay 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 Hawke's Bay?

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 Hawke's Bay 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 Hawke's Bay?

RIA / Financial Advisory businesses in Hawke's Bay 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 Hawke's Bay

Hastings679 companiesNapier429 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.

Want all 1,109 companies?

Get a private mandate with full contact details, owner names, phone numbers, and AI scoring. Delivered within 24 hours. Free for buyers.

Request Access

Top Cities in Hawke's Bay

Hastings679Napier429

RIA / Financial Advisory in Other Regions

Auckland28,887Canterbury3,920Waikato3,056Wellington2,948Bay of Plenty2,444Dublin1,481

Other Industries in Hawke's Bay

Property Management1,320Manufacturing632MSP / IT Services520Construction & Building488Transport & Logistics361
All Industries/RIA / Financial Advisory/Hawke's Bay
AucklandCanterburyWaikatoWellingtonBay of PlentyDublin
2026 Serava.AI. All rights reserved.
HomeBrowse IndustriesRIA / Financial Advisory