Financial Advisor Firm Marketplace

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.