RIA

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.