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RIA / Financial Advisory in Otago

RIA / Financial Advisory Businesses for Salein Queenstown, Otago

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

394+
Companies
2018 yrs
Avg Tenure
63.8/100
Avg Fit Score

Top RIA / Financial Advisory Targets in Queenstown

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LITTLE ROCK FINANCIAL SERVICES LIMITED

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

LEGACY ONE LIMITED

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

PASSIVE HOUSE CONSTRUCTION LIMITED

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

LG & DE RAILTON TRUST CO LIMITED

70/100
2023 yrs in business$6.4M-$9.6M est. revenue4.0
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AJR8 TRUST CO LIMITED

70/100
2023 yrs in business$6.8M-$10.2M est. revenue4.0
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VEINT TRUSTEES 2015 LIMITED

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

Get access to all 394 ria / financial advisory companies in Queenstown

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

Frequently Asked Questions

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

Serava.AI has mapped 394 acquisition-ready ria / financial advisory businesses in Queenstown, Otago. 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 Queenstown?

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

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

Most ria / financial advisory acquisitions in Queenstown 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 Otago

Dunedin663Wanaka158Alexandra65Cromwell47Oamaru43Balclutha24Otago13Milton6
All Otago cities

Other Industries in Queenstown

Property Management782Construction & Building334MSP / IT Services279Law & Professional Services199Security Systems183
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