RIA

We’ll Get You There.

Let Oak Street Funding® help you sell your RIA firm

Whether you’re retiring, taking your career in a different direction, or looking for a change, Oak Street Funding can help you take the next step. 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.

We’ve built two tools to help you achieve that goal- the opportunity to 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.

Want to find a buyer for your RIA firm?

We at Oak Street Funding recognize that for whatever reason- privacy, to keep offers competitive, avoid client concerns, etc- you may not want to list your RIA firm for sale. The Buyer Directory is an alternate way for RIAs who want to sell their firm to find buyers.  Simply enter your search criteria to find potential candidates.

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 don.robison@oakstreetfunding.com, or via letter to Oak Street Funding, Attn: Don Robison, 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.