Wealth Management Businesses for Sale USA – Explore Top Opportunities
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Wealth Management Businesses for Sale USA – Explore Top Opportunities
Explore a range of vetted, established, and profitable businesses for sale across the United States through Churchill Mergers. Our advisory team supports buyers with expert guidance, confidential access to opportunities, and a streamlined acquisition process from start to finish.
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CIM9000948
Wealth Management Firm for Sale
$12 Million
Approximately $1.70 Billion
New York, NY
A leading wealth management firm specializing in financial advisory services, retirement planning, and alternative investments. The firm serves high-net-worth individuals, business owners, and families across a range of industries.
CIM9000947
Wealth Management Firm for Sale
$10 Million
Approximately $1.25 Billion
San Francisco, CA
A boutique wealth management firm providing financial planning, investment management, and estate-planning coordination. The firm primarily serves high-net-worth technology executives, founders, and entrepreneurs.
CIM9000946
Wealth Management Firm for Sale
$16 Million
Approximately $2.30 Billion
Dallas, TX
An established wealth management firm offering comprehensive financial planning and investment management services. The firm serves high-net-worth individuals, business owners, and executives, with particular experience across the energy, technology, and professional services sectors.
CIM9000945
Wealth Management Firm for Sale
$11 Million
Approximately $1.50 Billion
Miami, FL
A well-established wealth management firm specializing in retirement planning, investment management, and tax-aware wealth strategies. The firm serves high-net-worth individuals and families throughout South Florida.
CIM9000944
Wealth Management Firm for Sale
$14 Million
Approximately $1.85 Billion
Los Angeles, CA
A full-service wealth management firm providing investment management, retirement planning, and estate-planning coordination to high-net-worth families, entrepreneurs, and senior executives. The firm has particular experience serving clients across the entertainment, real estate, and professional services sectors.
CIM9000943
Wealth Management Firm for Sale
$15 Million
Approximately $1.90 Billion
San Francisco, CA
A specialist wealth management firm providing investment management, retirement planning, and estate-planning coordination to affluent individuals. The firm primarily serves technology executives, founders, and senior professionals.
CIM9000942
Wealth Management Firm for Sale
$13 Million
Approximately $1.75 Billion
Chicago, IL
An established financial advisory firm providing investment management, retirement planning, and tax-aware financial strategies. The firm serves executives, business owners, and high-net-worth families across the Midwest.
CIM9000941
Wealth Management Firm for Sale
$17 Million
Approximately $2.35 Billion
New York, NY
A prominent wealth management firm providing investment advisory and comprehensive financial planning services to high-net-worth individuals and families. Its client base includes senior professionals, financial services executives, business owners, and private-markets professionals.
CIM9000940
Wealth Management Firm for Sale
$16 Million
Approximately $2.05 Billion
Miami, FL
A boutique wealth management firm serving high-net-worth families, entrepreneurs, and business owners. The firm provides investment management, tax-aware wealth planning, and estate-planning coordination, with particular experience across the real estate and financial services sectors.
CIM9000939
Wealth Management Firm for Sale
$14 Million
Approximately $1.75 Billion
San Francisco, CA
A comprehensive wealth management firm offering investment advisory, retirement planning, and tax-aware wealth strategies. The firm serves technology founders, startup executives, and entrepreneurs throughout the San Francisco Bay Area.
CIM9000938
Wealth Management Firm for Sale
$12 Million
Approximately $1.70 Billion
Dallas, TX
An established wealth management firm providing financial planning, investment advisory, and retirement solutions. The firm serves high-net-worth individuals, business owners, and executives across the energy, technology, and professional services sectors.
CIM9000937
Wealth Management Firm for Sale
$18 Million
Approximately $2.40 Billion
Los Angeles, CA
A well-established wealth management firm providing holistic financial planning, investment management, and tax-aware wealth strategies. The firm serves executives, entrepreneurs, business owners, and professionals across the entertainment, technology, and real estate sectors.
CIM9000936
Wealth Management Firm for Sale
$17 Million
Approximately $2.25 Billion
Miami, FL
A leading South Florida wealth management firm providing investment advisory, retirement planning, and estate-planning coordination. The firm serves affluent families, entrepreneurs, and clients across the real estate and financial services sectors.
CIM9000935
Wealth Management Firm for Sale
$16 Million
Approximately $2.10 Billion
New York, NY
A boutique wealth management firm offering investment management, retirement planning, and tax-aware financial strategies. The firm primarily serves executives and high-net-worth individuals across the finance, technology, and professional services sectors.
CIM9000934
Wealth Management Firm for Sale
$11 Million
Approximately $1.45 Billion
Chicago, IL
A regional financial advisory firm specializing in comprehensive wealth planning, investment management, and estate-planning coordination for high-net-worth families and business owners. The firm benefits from long-standing client relationships and a strong presence across the Midwest.
CIM9000933
Wealth Management Firm for Sale
$13 Million
Approximately $1.65 Billion
San Francisco, CA
An established firm providing comprehensive wealth management services, including investment management, retirement planning, and tax-aware wealth strategies. The firm serves high-net-worth individuals, founders, and executives across the technology and biotechnology sectors.
CIM9000932
Wealth Management Firm for Sale
$8 Million
Approximately $1.10 Billion
Dallas, TX
A specialist wealth management firm providing investment advisory, financial planning, and retirement solutions to high-net-worth individuals and senior executives. The firm has particular experience serving clients within the energy and industrial sectors.
CIM9000931
Wealth Management Firm for Sale
$10 Million
Approximately $1.30 Billion
Miami, FL
A boutique wealth management firm providing real estate investment advisory, tax-aware wealth strategies, and estate-planning coordination. The firm serves affluent families, entrepreneurs, and professionals across the real estate and financial services sectors.
CIM9000930
Wealth Management Firm for Sale
$9 Million
Approximately $1.10 Billion
San Francisco, CA
A growing wealth management practice providing financial advisory, investment management, and retirement planning services. The firm primarily serves founders, entrepreneurs, and executives across the technology and life sciences sectors.
CIM9000929
Wealth Management Firm for Sale
$7 Million
Approximately $900 Million
Los Angeles, CA
A financial advisory firm providing holistic wealth management, portfolio management, alternative investment solutions, and tax-aware financial planning. The firm serves high-net-worth individuals, entrepreneurs, and business owners across the real estate and technology sectors.
CIM9000928
Wealth Management Firm for Sale
$15 Million
Approximately $2.05 Billion
New York, NY
A full-service wealth management firm offering comprehensive financial planning, investment management, and estate-planning coordination. The firm serves high-net-worth families, business owners, senior professionals, and financial services executives.
CIM9000927
Wealth Management Firm for Sale
$12 Million
Approximately $1.60 Billion
Chicago, IL
An established wealth management firm providing retirement planning, financial advisory, and estate-planning coordination. The firm serves high-net-worth individuals and families across the finance, real estate, healthcare, and professional services sectors.
CIM9000926
Wealth Management Firm for Sale
$10 Million
Approximately $1.25 Billion
San Francisco, CA
A specialist wealth management firm serving technology entrepreneurs, senior executives, and high-net-worth individuals. The firm provides investment advisory, retirement planning, and estate-planning coordination.
CIM9000925
Wealth Management Firm for Sale
$8 Million
Approximately $1.05 Billion
Miami, FL
A boutique wealth management firm providing comprehensive financial planning and investment management services. The firm has an established client base of affluent families, professionals, and business owners across the real estate and financial services sectors.
CIM9000924
Wealth Management Firm for Sale
$7 Million
Approximately $950 Million
Dallas, TX
A diversified wealth management firm offering investment management, retirement planning, and tax-aware financial strategies. The firm serves high-net-worth individuals, entrepreneurs, and business owners across Texas.
CIM9000923
Investment Advisory Firm for Sale
$6 Million
Approximately $800 Million
Chicago, IL
A reputable investment advisory firm providing portfolio management, retirement planning, and alternative investment solutions to high-net-worth clients. The firm serves executives, business owners, and professionals across the financial services and private-markets sectors.
CIM9000922
Wealth Management Firm for Sale
$5 Million
Approximately $650 Million
Los Angeles, CA
A boutique wealth management firm serving affluent individuals, entrepreneurs, and families. The firm provides investment management, tax-aware wealth planning, and estate-planning coordination through a high-touch advisory model.
CIM9000921
Wealth Management Firm for Sale
$4 Million
Approximately $500 Million
San Francisco, CA
An established wealth management firm serving technology entrepreneurs, executives, and professionals across Silicon Valley. The firm provides investment advisory, retirement planning, and tax-aware financial strategies.
CIM9000920
Financial Advisory Firm for Sale
$3 Million
Approximately $400 Million
New York, NY
A specialist financial advisory firm providing investment management, retirement planning, and estate-planning coordination to high-net-worth individuals. The firm primarily serves professionals and executives across the financial services, legal, and real estate sectors.