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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CIM9000919
Wealth Management Firm for Sale
$2 Million
Approximately $250 Million
Miami, FL
An independent wealth management firm specializing in retirement planning, investment management, and tax-aware wealth strategies. The firm serves affluent individuals, families, business owners, and real estate investors across South Florida.
Completed
CIM9000837
Financial Advisory Firm
$7 Million
Approximately $950 Million
New York, NY
A well-established financial advisory firm providing comprehensive investment management, retirement planning, and tax-aware wealth strategies. The firm serves high-net-worth individuals and families and benefits from a diversified client base and long-standing relationships.
Completed
CIM9000836
Wealth Management Firm
$5 Million
Approximately $625 Million
Los Angeles, CA
A holistic wealth management firm providing financial planning, investment management, retirement planning, and tax-aware wealth strategies. The firm serves affluent families, executives, entrepreneurs, and professionals across Southern California.
CIM9000828
Wealth Management Firm for Sale
$6 Million
Approximately $800 Million
Miami, FL
A leading wealth management firm providing financial planning, investment management, and retirement advisory services. The firm serves high-net-worth individuals, business owners, real estate professionals, and families throughout South Florida.
CIM9000827
Independent Wealth Management Firm for Sale
$2.5 Million
Approximately $325 Million
Chicago, IL
An established independent wealth management firm providing investment advisory, retirement planning, and tax-aware financial strategies. The firm benefits from a loyal client base, recurring advisory relationships, and opportunities to expand its service offering.
CIM9000826
Wealth Management Firm for Sale
$3 Million
Approximately $400 Million
Dallas, TX
A well-established wealth management firm specializing in investment management, financial planning, and retirement advisory services. The firm serves business owners, executives, and high-net-worth families and offers further expansion potential across the Texas market.