NextCompany

Financial advisory & wealth management businesses for sale

3 financial advisory & wealth management businesses currently listed for sale on NextCompany.

By state

NE Ohio Tax & Financial Services Practice - Akron area

OH area

Asking price
$1.1M
Cash flow (SDE)
N/A

Added Oct 13, 2026 · yesterday

Highly Profitable, FINRA-Registered Life Sciences Strategic Advisory & Investment Banking Firm

Location undisclosed

Asking price
N/A
Cash flow (SDE)
N/A

Added Aug 27, 2026 · 6 weeks ago

Established Debt Placement Advisor; Asset-Light, Scalable

Tempe, AZ

Asking price
$1.4M
Cash flow (SDE)
$529K

Added Oct 15, 2026 · today

Under contract