---
title: Gorman Jones | M&A Advisory for Wealth Management RIAs
description: Gorman Jones is a family-run investment bank serving wealth management RIAs, investment consulting firms, and broker-affiliated teams seeking independence.
---

[![Gorman Jones](https://www.gormanjones.com/hs-fs/hubfs/raw_assets/public/gormanjones-cms/images/logos/gj-logo-color-hor.png?width=154&height=80&name=gj-logo-color-hor.png)](https://www.gormanjones.com/)

- [Who We Are](https://www.gormanjones.com/who-we-are)
- [How We Work](https://www.gormanjones.com/how-we-work)
- News & Resources
  
    - [Insights](https://www.gormanjones.com/insights)
    - [Press](https://www.gormanjones.com/news-press-releases)
- [Contact Us](https://www.gormanjones.com/contact-us)

[Contact Us](https://www.gormanjones.com/contact-us)

![Gorman Jones principals](https://www.gormanjones.com/hs-fs/hubfs/hero-principals.jpg?width=1920&height=1152&name=hero-principals.jpg)

# Transaction Advice & Execution for the Wealth Management Industry

![Is this you?](https://www.gormanjones.com/hs-fs/hubfs/raw_assets/public/gormanjones-cms/images/homepage/is-this-you-arrow-v2-200px.png?width=585&height=305&name=is-this-you-arrow-v2-200px.png)

After building a successful wealth management business, it’s time to step back and reclaim time for your personal priorities.

You’re ready to sell, but you’re looking for more than a “check.” You want this transition to be in the best interest of your team, your clients and your family. And your buyer must respect your culture and strategic vision.

Chances are, you’ve never sold a business before, but you must get this right. Your legacy is at stake. And you could use some help.

[If this is you, let's talk.](https://www.gormanjones.com/confidential-conversation)

As Featured In

- [![Barron’s](https://www.gormanjones.com/hubfs/raw_assets/public/gormanjones-cms/images/featured-logos/barrons.svg)](https://www.barrons.com/advisor/articles/registered-investment-advisors-sell-remain-independent-m-a-7fcaccd1)
- [![Financial Times](https://www.gormanjones.com/hubfs/raw_assets/public/gormanjones-cms/images/featured-logos/financial-times.svg)](https://www.captrust.com/captrusts-rush-benton-talks-to-financial-times-fa-iq/)
- [![WealthManagement.com](https://www.gormanjones.com/hubfs/raw_assets/public/gormanjones-cms/images/featured-logos/wealthmanagement.png)](https://www.wealthmanagement.com/ria-news/captrust-buys-3.8b-california-based-alpha-cubed-investments)
- [![Citywire RIA](https://www.gormanjones.com/hubfs/raw_assets/public/gormanjones-cms/images/featured-logos/citywire.png)](https://citywire.com/ria/news/ex-captrust-m-and-a-head-rush-benton-unveils-new-ria-investment-bank/a2445266)
- [![InvestmentNews](https://www.gormanjones.com/hubfs/raw_assets/public/gormanjones-cms/images/featured-logos/investment-news.svg)](https://www.investmentnews.com/rias/captrust-ma-head-benton-reveals-departure-plans/252448)
- [![RIABiz](https://www.gormanjones.com/hubfs/raw_assets/public/gormanjones-cms/images/featured-logos/riabiz.png)](https://riabiz.com/a/2013/4/11/rush-rusty-benton-is-back-in-the-deal-game-wielding-the-checkbook-and-credibility-of-85-billion-captrust)
- [![RIA Intel](https://www.gormanjones.com/hubfs/raw_assets/public/gormanjones-cms/images/featured-logos/ria-intel.png)](https://www.riaintel.com/article/2aucu9uxzqlzpmw16idq8/practice-management/what-one-wealth-manager-has-learned-while-acquiring-50-rias)
- [![PLANADVISER](https://www.gormanjones.com/hubfs/raw_assets/public/gormanjones-cms/images/featured-logos/planadviser.png)](https://www.planadviser.com/january-february-active-months-for-ria-ma/)
- [![Financial Advisor Magazine](https://www.gormanjones.com/hubfs/raw_assets/public/gormanjones-cms/images/featured-logos/fa-magazine.png)](https://www.fa-mag.com/news/coldstream-adds-m-a-expert-to-board-of-directors-80315.html)
- [![Wealth Solutions Report](https://www.gormanjones.com/hubfs/raw_assets/public/gormanjones-cms/images/featured-logos/wealth-solutions-report.png)](https://www.wealthsolutionsreport.com/deals-recruiting-roundup-bluespring-lpl-mckinsey-mariner-and-more/)
- [![Barron’s](https://www.gormanjones.com/hubfs/raw_assets/public/gormanjones-cms/images/featured-logos/barrons.svg)](https://www.barrons.com/advisor/articles/registered-investment-advisors-sell-remain-independent-m-a-7fcaccd1)
- [![Financial Times](https://www.gormanjones.com/hubfs/raw_assets/public/gormanjones-cms/images/featured-logos/financial-times.svg)](https://www.captrust.com/captrusts-rush-benton-talks-to-financial-times-fa-iq/)
- [![WealthManagement.com](https://www.gormanjones.com/hubfs/raw_assets/public/gormanjones-cms/images/featured-logos/wealthmanagement.png)](https://www.wealthmanagement.com/ria-news/captrust-buys-3.8b-california-based-alpha-cubed-investments)
- [![Citywire RIA](https://www.gormanjones.com/hubfs/raw_assets/public/gormanjones-cms/images/featured-logos/citywire.png)](https://citywire.com/ria/news/ex-captrust-m-and-a-head-rush-benton-unveils-new-ria-investment-bank/a2445266)
- [![InvestmentNews](https://www.gormanjones.com/hubfs/raw_assets/public/gormanjones-cms/images/featured-logos/investment-news.svg)](https://www.investmentnews.com/rias/captrust-ma-head-benton-reveals-departure-plans/252448)
- [![RIABiz](https://www.gormanjones.com/hubfs/raw_assets/public/gormanjones-cms/images/featured-logos/riabiz.png)](https://riabiz.com/a/2013/4/11/rush-rusty-benton-is-back-in-the-deal-game-wielding-the-checkbook-and-credibility-of-85-billion-captrust)
- [![RIA Intel](https://www.gormanjones.com/hubfs/raw_assets/public/gormanjones-cms/images/featured-logos/ria-intel.png)](https://www.riaintel.com/article/2aucu9uxzqlzpmw16idq8/practice-management/what-one-wealth-manager-has-learned-while-acquiring-50-rias)
- [![PLANADVISER](https://www.gormanjones.com/hubfs/raw_assets/public/gormanjones-cms/images/featured-logos/planadviser.png)](https://www.planadviser.com/january-february-active-months-for-ria-ma/)
- [![Financial Advisor Magazine](https://www.gormanjones.com/hubfs/raw_assets/public/gormanjones-cms/images/featured-logos/fa-magazine.png)](https://www.fa-mag.com/news/coldstream-adds-m-a-expert-to-board-of-directors-80315.html)
- [![Wealth Solutions Report](https://www.gormanjones.com/hubfs/raw_assets/public/gormanjones-cms/images/featured-logos/wealth-solutions-report.png)](https://www.wealthsolutionsreport.com/deals-recruiting-roundup-bluespring-lpl-mckinsey-mariner-and-more/)

[**Recent Press:** Hear from Gorman Jones principal Rush Benton in InvestmentNews on how AI is rewriting the RIA seller’s checklist](https://www.investmentnews.com/goria/practice-management/ai-hasnt-moved-ria-valuations-yet-but-its-rewriting-the-sellers-checklist/267759)

![](https://www.gormanjones.com/hs-fs/hubfs/raw_assets/public/gormanjones-cms/images/homepage/who-we-are.png?width=2112&height=1400&name=who-we-are.png)

## Who We Are

Gorman Jones is a family firm built around a simple conviction: the sale of your life's work deserves an advisor who has sat in your chair. Our principals have led, bought, and sold wealth management firms — and they bring that lived experience to every conversation.

[Meet the principals](https://www.gormanjones.com/who-we-are)

## How We Work With You

Our expertise spans the entire transaction lifecycle — from a clear read of where your firm stands today through to the final signed terms. A deliberate, four-step process, so the right partner meets a firm that's fully prepared.

### Industry Analysis

### Financial Discovery

### Partner Identification

### Go-To-Market

[Learn more about our expertise](https://www.gormanjones.com/how-we-work)

## Resources for Owners

Wherever you are in thinking about a transition, start with the guide that fits your situation.

- ### [Thinking about a sale? RIA for Sale What the market looks like for RIA sellers today — the buyers, the structures, and what really drives value. Read the guide →](https://www.gormanjones.com/ria-for-sale)
- ### [Ready to sell? Selling a Practice A step-by-step look at taking a financial advisory practice to market with confidence. Read the guide →](https://www.gormanjones.com/selling-financial-advisory-practice)
- ### [What's it worth? RIA Valuation Guide How RIAs are valued, and the levers that move your number before you ever go to market. Read the guide →](https://www.gormanjones.com/ria-valuation)
- ### [What's next? Succession Planning How to plan a transition that protects your clients, your team, and the legacy you've created. Read the guide →](https://www.gormanjones.com/succession-planning)

## Get in touch

The best outcomes start long before a firm goes to market. If you’re thinking about a sale, we’d love to talk. A first conversation carries no cost or obligation, and everything you share with us stays confidential.

[Start a confidential conversation](https://www.gormanjones.com/confidential-conversation)

GORMAN JONES

Sell-side M&A advisory for wealth management RIAs.

<https://www.linkedin.com/company/gormanjones/>

## Our Company

- [Who We Are](https://www.gormanjones.com/who-we-are)
- [How We Work](https://www.gormanjones.com/how-we-work)
- [Contact Us](https://www.gormanjones.com/contact-us)

## Explore

- [Insights](https://www.gormanjones.com/insights)
- [Press](https://www.gormanjones.com/news-press-releases)

## Talk to Us

30 Burton Hills Blvd, Suite 300 Nashville, TN 37215 [(615) 924-0655](tel:16159240655) [team@gormanjones.com](mailto:team@gormanjones.com)

© 2026 Gorman Jones, LLC. All rights reserved.

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- [Who We Are](https://www.gormanjones.com/who-we-are)
- [How We Work](https://www.gormanjones.com/how-we-work)
- News & Resources 
    - [Insights](https://www.gormanjones.com/insights)
    - [Press](https://www.gormanjones.com/news-press-releases)
- [Contact Us](https://www.gormanjones.com/contact-us)

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