RIA / Financial Advisory Ownership & Succession Statistics (2026)
Serava.AI tracks 52,830 owner-operated ria / financial advisory companies across six countries. The average owner has been in the business 7.7 years; 11% are succession-ready (owner tenure 15+ years) and 94% have no website — the off-market majority a buyer never sees on listing marketplaces.
Snapshot: 2026-07-21 · Refreshed monthly · License: CC BY 4.0 (cite with link)
By country
| Country | Companies | Succession-ready | Avg owner tenure |
|---|---|---|---|
| New Zealand | 48,315 | 9% | 7.4 yrs |
| United States | 2,758 | 51% | 14.7 yrs |
| Ireland | 1,502 | 0% | 3.2 yrs |
| Canada | 208 | 7% | 5.1 yrs |
RIA / Financial Advisory ranks #30 of 30 major owner-operated verticals by succession-ready share (11% vs a 41% median). Compare verticals on the data hub.
Methodology
Counts cover owner-operated ria / financial advisorycompanies in Serava.AI's first-party registry dataset (6M+ companies across the US, UK, Canada, Australia, New Zealand, and Ireland), compiled from government business registries, licensing boards, and public filings, refreshed monthly. Snapshot date: 2026-07-21.
Owner tenure uses verified owner tenure where known, otherwise years in business (partially registry-inferred), capped at 60 years. Succession-ready = tenure of 15+ years; succession-urgent = 25+ years. Long tenure is a proxy for a coming ownership transition, not a statement that any specific business is for sale.
Owner names are registry-verified for 93% of companies in this vertical. Website presence is measured against the company record; companies without a site are effectively invisible to listing marketplaces.
Frequently asked questions
How many ria / financial advisory companies are owner-operated in the countries Serava tracks?
Serava.AI tracks 52,830 owner-operated ria / financial advisory companies across the United States, United Kingdom, Canada, Australia, New Zealand, and Ireland (snapshot 2026-07-21).
What share of ria / financial advisory businesses are succession-ready?
11% (6,005 companies) have owners with 15+ years in the business — below the 41% median across the 30 largest owner-operated verticals. 728 are at 25+ years.
What does "succession-ready" mean in this dataset?
An owner tenure of 15 or more years (owner tenure where known, otherwise years in business, capped at 60). Long tenure is the strongest publicly observable predictor of a coming ownership transition.
Where does this data come from?
First-party Serava.AI registry dataset: 6M+ owner-operated companies compiled from government business registries, licensing boards, and public filings across six countries, refreshed monthly. Full methodology is on this page.
Source: Serava.AI RIA / Financial Advisory Succession Statistics, 2026 — https://serava.ai/data/ria_advisory
CC BY 4.0 — free to reuse with attribution + link.See the 6,005 succession-ready ria / financial advisory companies on a live map
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