RIA M&A Intelligence & Data
Find and evaluate acquisition targets with owner profiles, firm intelligence, and succession signals built for RIA acquirers and aggregators.
Know Every Target Before the First Call
See each firm's services, tech stack, custodians, and ownership in one profile, so you can judge fit before you reach out.
Filter by owner age, tenure, AUM, client mix, and growth to find firms aligned with your acquisition model. Compare targets side by side and prioritize the best fits.
With scoring, detailed profiles, and nationwide coverage, AdvizorPro gives your deal team a proprietary pipeline of qualified targets.
Faster, Smarter RIA M&A Targeting
Evaluate RIAs with customizable scoring across growth rates, demographics, AUM metrics, custodians, and ownership structures.
Access detailed owner profiles and advisor data to uncover lift-out opportunities, succession-ready teams, and full-firm acquisition targets.
With the entire RIA universe at your fingertips, AdvizorPro delivers the M&A intelligence platform you need to surface high-value acquisition opportunities faster.
Firm Model & Channel Type
Search by RIA, hybrid, fee-only, team-based, or solo practice to surface acquisition targets that fit your model.
.svg)
Geography & Radius Search
Locate firms by region or within a set radius of any ZIP code, for tuck-ins near your offices, geographic roll-ups, or entering new markets.
Flexible Target Scoring
Rank RIAs with customizable scores across growth, demographics, AUM metrics, client mix, and ownership structure, so you can prioritize top targets.
Succession & Transition Signals
Identify firms facing succession pressure, regulatory friction, or M&A events, and find acquisition candidates before they go to market.
Niche Focus & Owner Background
Find firms by client specialty, such as retirement or HNW, and see owner background like alma mater or military service for a warmer first conversation.
Owner Contact Data
Connect with RIA owners, founders, and executives using verified emails, phone numbers, and often personal contact info, essential for M&A deal sourcing.
Find Succession-Ready Owners
Owners over 60 with $150M+ AUM, stable tenure, and no recent firm transitions.
Identify Roll-Up Ready RIAs
$500M–$1B firms, 5-year CAGR above 15%, Midwest presence, and employee-owned.
Spot Lift-Out Opportunities Fast
Identify $50M+ teams facing succession pressure, flat growth, or M&A disruption at their current firm.
