Explore the Buyers Behind the Deals
Iron River works with a wide range of buyers, including many that are not widely known. These firms bring more than capital. They offer cultural alignment, operational strength, and a long-term approach to building thoughtful partnerships.
The profiles below reflect the types of firms we regularly work with. They are values driven, growth oriented, and focused on preserving what matters most. If you are considering a transition, this may help you imagine what the right fit could look like.
FEATURED BUYERS
$2.5B+ National RIA | Ownership Mindset | Seamless Growth Track Record
A powerhouse national RIA managing over $2.5 billion across five states, offering something rare: true ownership for all employees. Every team member becomes an owner, receiving equity at no cost through an ESOP, which fuels a powerful, growth-driven culture. Anchored by deep financial planning expertise and backed by an in-house tax team, they deliver a fully integrated client experience. With a long history of successful acquisitions and smooth transitions, they know how to make growth easy, preserving client relationships and elevating advisor careers.
New England RIA | Elite Planning Model | Total Client Buy-In
This New England-based RIA has built something special: a planning-first model with full client buy-in, formalized through a signature engagement agreement that clearly outlines the client experience through every market cycle, whether up, down, or sideways. Their commitment to proactive service creates exceptional loyalty and retention. With in-house portfolio management focused on individual equities, they offer a tightly integrated investment and planning experience. A leadership team deeply committed to high-touch relationships and sustainable growth makes this firm an ideal partner for advisors who want to protect their legacy while continuing to deliver elite service.
Fully Virtual RIA | Boutique Experience | High Net Worth Specialists
Reimagining what it means to serve high-net-worth families, this fully virtual RIA offers an exclusive, concierge-level client experience without the limitations of a traditional office footprint. Their bespoke service model is designed for affluent clients who demand flexibility, discretion, and expertise. For advisors ready to embrace a modern, scalable, high-service platform, they offer a rare opportunity: freedom from geographic limits without sacrificing white-glove support.
Interested in learning more or becoming a featured buyer? Get in touch with us here:
