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Serava.AI/RIA / Financial Advisory in Manawatu-Whanganui/Palmerston North
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RIA / Financial Advisory in Manawatu-Whanganui

RIA / Financial Advisory Businesses for Salein Palmerston North, Manawatu-Whanganui

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

490+
Companies
2018 yrs
Avg Tenure
63.3/100
Avg Fit Score

Top RIA / Financial Advisory Targets in Palmerston North

Contact locked

ROTHSAY GROUP LIMITED

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

LANSDOWNE TRUSTEES LIMITED

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

FR TRUSTEE COMPANY 11 LIMITED

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

BLATCHFORD FAMILY TRUSTEES LIMITED

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

70/100
2023 yrs in business$5.6M-$8.4M est. revenue4.0
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PW & YM DETMAR FAMILY TRUSTEE COMPANY LIMITED

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

Get access to all 490 ria / financial advisory companies in Palmerston North

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

Frequently Asked Questions

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

Serava.AI has mapped 490 acquisition-ready ria / financial advisory businesses in Palmerston North, Manawatu-Whanganui. 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 Palmerston North?

RIA / Financial Advisory businesses in Palmerston North 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 Palmerston North instead of starting one?

Acquiring an existing ria / financial advisory business in Palmerston North 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 Palmerston North?

Most ria / financial advisory acquisitions in Palmerston North 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 Manawatu-Whanganui

Whanganui156Feilding139Levin43Marton27Dannevirke26Foxton5
All Manawatu-Whanganui cities

Other Industries in Palmerston North

Property Management936Manufacturing334Construction & Building305MSP / IT Services275Transport & Logistics241
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