Let Oak Street Funding® help you find an RIA firm to buy
Want to find an RIA firm to buy? You’ve come to the right place. On Oak Street Funding’s RIA Firm Exchange, buyers and sellers can review each other’s firm information and request details from Oak Street Funding to begin the merger or acquisition process.
We’ve built two tools to help you achieve your goal- the opportunity to list yourself in our Buyer Directory, or search our Listings for Sale to see profiles of firms that are currently for sale.
Additionally, you can sign up to receive alerts as new buyers or sellers join our marketplace.