Let Oak Street Funding help you sell your RIA firm
You’ve worked hard to build your RIA firm, and you deserve to find a quality buyer to purchase your firm at a fair price. List your firm for sale on our RIA Firm Exchange, or search our Buyer Directory to see who may be a good buyer and future advisor for your clients. Additionally, you can sign up to receive alerts as new buyers or sellers join our marketplace.
List your RIA firm for sale
You’ll find our no-cost marketplace a valuable tool to find a buyer for your firm. After you complete the form below, you’ll 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.
Thank you for your posting regarding your interest to sell a firm. You must be a licensed RIA or firm offering RIA services in the United States. You may request to remove your seller listing at any time by sending an email to firstname.lastname@example.org, or via letter to Oak Street Funding, Attn: Jonica Drake, 8888 Keystone Crossing, Suite 1700, Indianapolis, IN 46240.
Oak Street does not represent any buyer or seller that lists on RIAFirmExchange. Potential sellers and buyers are responsible for their own due diligence, negotiations, and documentation. Oak Street does not make any representations or warranties regarding any potential buyer who may contact you through your listing. Similarly, Oak Street does not make any representations or warranties regarding any potential seller who is listed on RIAFirmExchange.