GET STARTED
GET STARTED

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Financial Advisor Firm Marketplace

 

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Buyers
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Sellers
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Listing Alerts
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Why OSF?
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Contact

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Our complimentary, anonymous exchange platform connects buyers and sellers nationwide.

On Oak Street Funding’s RIA Firm Exchange, buyers and sellers can review each other’s firm information and request details from Oak Street Funding to begin the merger or acquisition process.

List your business in our Buyer Directory, or search our Listings for Sale to see profiles of firms that are currently for sale. Additionally, you can sign up to receive alerts as new buyers or sellers join our marketplace.

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Let Oak Street Funding help you find the buy or sell opportunity that fits your needs

 

Buy a Firm

List your business in our Buyer Directory, or search our Listings for Sale to see profiles of firms that are currently for sale. Additionally, you can sign up to receive alerts as new buyers or sellers join our marketplace.

List a Firm

Work directly with an Oak Street Funding representative to review listing information, where you’ll have the freedom to be as detailed as you like or maintain a level of anonymity.