RIA

We’ll Get You There.

We can help you buy or sell a firm.

Oak Street Funding’s® unique RIA Firm Exchange allows you to list your firm for sale at no cost. We provide the marketplace where RIA firm buyers and sellers meet. This will allow you to advertise to thousands of potential buyers with no out-of-pocket expense. It is quick, easy and free.

No COST. No Obligation, Nationwide Network

Oak Street has relationships with RIAs and brokers of all sizes all over the country. Oak Street Funding has experience in providing capital in 46 states and over $420 million dollars.

Acquisition Expertise

We have extensive knowledge in Leverage Buyouts (LBO), Earn-outs, and Seller-assisted sales. We can not only help you find a buyer for your firm, but also help structure a deal that is tailored to your specific needs. Contact us today for more information.

Extensive Firm Exposure

Oak Street Funding can help generate exposure to many potential buyers. Listing your firm with Oak Street Funding could produce multiple interests in or offers for your firm. We are constantly marketing to drive traffic to this site.

Have questions? Talk with our experts for more information.