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 Middle East 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
$700k
Miami, FL
This independent wealth management firm specializes in retirement planning and investment advisory for individual clients. The firm has a loyal client base in the real estate and finance sectors.
Completed
CIM9000837
IFA Wealth Management Firm for Sale
$7 Million
$2.5 Million
New York, NY
A well-established financial advisory firm offering comprehensive investment and tax planning services. This firm has a growing portfolio of clients, including high-net-worth individuals and families. There are significant opportunities for growth through new services such as ESG investing and expansion into global markets.
Completed
CIM9000836
IFA Wealth Management Business for Sale
$5 Million
$1.8 Million
Los Angeles, CA
This firm provides holistic financial planning services, focusing on tax efficiency, retirement planning, and investment management. It has a diverse and loyal client base, and the firm is well-positioned to capitalize on the increasing demand for financial services in the California market.
CIM9000828
IFA Wealth Management Firm for Sale
$6 Million
$2 Million
Miami, FL
A leading wealth management firm providing financial planning, asset management, and retirement services. The firm has high-net-worth individuals as clients and offers investment portfolios tailored to their needs. The business is set to grow through regional expansion and increasing demand for comprehensive wealth management services in Florida.
CIM9000827
IFA Firm for Sale
$2.5 Million
$850k
Chicago, IL
This established independent financial advisory firm provides a full range of wealth management, tax planning, and investment advisory services. It has a loyal client base with strong opportunities for cross-selling services, including estate planning and pension management.
CIM9000826
Wealth Management Business for Sale
$3 Million
$1.1 Million
Dallas, TX
A well-established wealth management firm that specializes in investment advisory, financial planning, and retirement services. The firm has a strong client base and long-term relationships, with high levels of repeat business. With expanding opportunities in the Texas market, this firm is well-positioned for continued growth.