Connect with qualified buyers and sellers of 401(k), 403(b), and retirement-focused advisory businesses. Purpose-built for retirement plan specialists.
Thousands of retirement plan specialists are approaching retirement with no clear path forward. General RIA marketplaces don't understand your business—or your clients' needs.
A straightforward process designed for retirement plan professionals
Complete our confidential intake form with plan count, AUM, recordkeeper mix, and geography.
We connect you with pre-qualified buyers who understand retirement plans and match your criteria.
Negotiate directly with interested buyers. We're here to facilitate, not pressure.
Tell us your acquisition criteria: geography, plan size, recordkeeper preferences, budget.
Access anonymized practice profiles that match your criteria. No wasted time on bad fits.
Request introductions to sellers you're interested in. Build your book strategically.
Built exclusively for retirement plan advisory practices
No wealth management noise. Every listing is a retirement-focused practice—401(k), 403(b), 457, defined benefit.
Filter by recordkeeper relationships. Find practices using Fidelity, Paychex, ADP, Principal, or your platform of choice.
We verify buyer credentials and capacity. Sellers connect with serious acquirers, not tire-kickers.
List your practice at no cost. We only succeed when you do—our fee comes from completed transactions.
Your identity stays protected until you choose to reveal it. Secure messaging keeps conversations private.
Powered by Ivory Wealth Management—we manage 1,000+ retirement plans and understand your business.
List your retirement plan practice confidentially. No upfront fees—we only charge when a deal closes.
List Your Practice — FreeGet access to retirement-focused practices that match your criteria. Build your book strategically.
Register as a BuyerWe work with advisors using all major recordkeepers