RIA / Financial Advisory Ownership & Succession Statistics (2026)
Serava.AI tracks 55,121 owner-operated ria / financial advisory companies across six countries. Where the founding date is known, they average 7.5 years in business; 9% are succession-ready (15+ years in business) and 93% have no website on record, which makes them hard to find through web search or listing marketplaces.
Snapshot: 2026-10-11 · Statistics recomputed monthly · License: CC BY 4.0 (cite with link)
By country
| Country | Companies | Succession-ready | Avg years in business |
|---|---|---|---|
| New Zealand | 48,348 | 10% | 7.5 yrs |
| Ireland | 1,525 | 0% | 7.7 yrs |
| Canada | 296 | 13% | 7.6 yrs |
RIA / Financial Advisory ranks #30 of 30 major owner-operated verticals by succession-ready share (9% vs a 29% median). Compare verticals on the data hub.
Methodology
Counts cover owner-operated ria / financial advisorycompanies in Serava.AI's first-party registry dataset (5.8M+ companies in the US, UK, Canada, Australia, New Zealand and Ireland), compiled from government business registries, licensing boards and public filings. The statistics are recomputed monthly. Snapshot date: 2026-10-11.
Average years in business uses known ages only, each capped at 40 years, and needs 100 known ages. Succession-ready = 15+ years in business; succession-urgent = 25+ years, both among companies with a known age. A long operating history is a proxy for a coming ownership transition, not a sign a business is for sale.
Owner names are on file for 88% of companies in this vertical. A person named in the US national provider registry counts only when the practice name carries their surname. A dentist, pharmacist or vet on a state licence listing, a permit or mailing contact, a registered agent or a name with a company word such as Inc or LLC does not count as an owner. 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 55,121 owner-operated ria / financial advisory companies across the United States, United Kingdom, Canada, Australia, New Zealand, and Ireland (snapshot 2026-10-11).
What share of ria / financial advisory businesses are succession-ready?
9% (4,584 companies) have been in business 15+ years (of those with a known age), below the 29% median across the 30 largest owner-operated verticals. 717 are at 25+ years in business.
What does "succession-ready" mean in this dataset?
A company with 15 or more known years in business (each age capped at 40), as a share of companies with a known age. A long operating history is a strong public signal of a coming ownership transition.
Where does this data come from?
First-party Serava.AI registry dataset: 5.8M+ owner-operated companies compiled from government business registries, licensing boards, and public filings across six countries. The statistics are recomputed 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.Map the 4,584 succession-ready ria / financial advisory companies
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