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Buyers demand HNW advice practices
Financial Standard
|August 12, 2025
Financial advice practices that service high-net-worth (HNW) clients and earn more than $1 million in recurring revenue are in high demand from acquirers, according to Radar Results.
Buyers are also keen on institutional licensees and private wealth firms that have clients with more than $1 million in investible assets and demonstrate robust compliance history and fee-for-service models.
They typically want target practices located in capital cities and affluent regional centres.
HNW clients bring more than just larger portfolios - they offer long-term value, ongoing engagement, and often more complex advice needs, said Radar Results chief executive John Birt.
For acquirers, this translates to higher revenue per client.
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