Practice Acquisition for Financial Advisors

Buying or Selling a Practice

Finance FirmsBenefit from our expertise and proven processes.

Acquiring a practice is one of the best ways to quickly grow a financial advisory practice.

That’s why RSG has invested in a dedicated team of acquisition specialists with deep experience and knowledge in this specialized area.

We help our candidates take advantage of practice acquisition opportunities in two ways:

Contact us today for more information.

  • Supporting FAs Who Want to Grow

    We help our growth minded candidates identify and evaluate acquisition targets all over the nation.

  • Preparing FAs for Retirement

    Advisors who have served their clients well deserve to be rewarded in retirement; we help candidates formulate succession strategies that meet their needs.

    Are you looking to sell your practice? RSG is in contact with active buyers. We can help you find a successor, value your practice, and ensure a smooth transition for you and your clients.