The Marketplace for
Retirement Plan-Focused Advisory Practices

Whether you're ready to sell your retirement plan practice or looking to grow through acquisition, RPPEx connects retirement plan specialists with qualified buyers who understand your business.

~13,000 Retirement Plan Specialists in the US
|
37% of RIA Advisors Will Retire Within 10 Years
|
$3 Trillion in RIA Assets Up for Grabs as Advisors Retire
|
25% of Retiring Advisors Have No Succession Plan
|
$45.8 Trillion in Total US Retirement Assets (ICI, Q2 2025)
|
$7.96 Trillion in Retirement Plan Assets Managed by RIAs (2025)
|
$9.3 Trillion Held in 401(k) Plans Nationwide
|
49% of Advisors Open to or Actively Seeking Acquisitions
|
366 RIA M&A Deals in 2024, an All-Time Record
|
~2,500 Retirement Plan Practices Actively Need a Succession Solution
|
~13,000 Retirement Plan Specialists in the US
|
37% of RIA Advisors Will Retire Within 10 Years
|
$3 Trillion in RIA Assets Up for Grabs as Advisors Retire
|
25% of Retiring Advisors Have No Succession Plan
|
$45.8 Trillion in Total US Retirement Assets (ICI, Q2 2025)
|
$7.96 Trillion in Retirement Plan Assets Managed by RIAs (2025)
|
$9.3 Trillion Held in 401(k) Plans Nationwide
|
49% of Advisors Open to or Actively Seeking Acquisitions
|
366 RIA M&A Deals in 2024, an All-Time Record
|
~2,500 Retirement Plan Practices Actively Need a Succession Solution
|

Why Retirement Plan Practice Exchange?

General RIA marketplaces treat retirement plans as an afterthought. We make them the main event.

Retirement Expertise

Buyers who understand ERISA, recordkeepers, compliance, and participant transitions. No explaining the basics.

Verified Data

Optional recordkeeper verification gives buyers confidence. Stand out with a "Verified" badge on your listing.

Smart Matching

Our algorithm matches based on recordkeepers, geography, service model, and deal preferences. Better fits, faster deals.

How It Works

RPPEx is an introduction platform. We connect the right sellers with the right buyers, confidentially, efficiently, and without transaction fees of any kind.

1

Submit Your Practice

Complete our confidential intake form covering practice size, recordkeepers, financials, and transition preferences. Takes about 10 minutes. It is free.

2

We Review and List

Your listing is anonymized. No firm name, no identifying details. Only the practice profile is visible to buyers. Your identity stays protected until you say otherwise.

3

Matched Buyers Reach Out

Qualified buyers who match your profile request an introduction. You decide who to engage with. No pressure, no obligation.

4

You Take It From There

Once you agree to an introduction, we connect you directly. Negotiations, valuations, and deal terms are entirely between you and the buyer. We step back.

For Sellers

Your practice took decades to build. Finding the right buyer should not be left to chance.

Most retirement plan advisors end up selling to whoever shows up first. A generalist RIA that does not understand ERISA, a buyer who wants to rip out your recordkeeper relationships, or a firm that will not protect the clients you have spent years serving. RPPEx connects you with buyers who actually get it.

Free to list, no upfront cost, no transaction fees
Your listing costs you nothing. We make money from buyers, not sellers.
Completely anonymous until you say otherwise
Your firm name, identity, and client details are never visible until you choose to reveal them.
Buyers who speak your language
Matched based on recordkeepers, service model, and geography. No explaining what a 3(38) is.
You control the process
No pressure, no timeline. List now, engage when you are ready. You approve every introduction.
Who Lists on RPPEx
Pure 401(k) Specialists
100% retirement plan books, the practices general RIA marketplaces do not know how to value.
Hybrid Advisors
Retirement plans plus wealth management. We accept bundled practices where retirement is a significant component.
CPAs with Retirement Clients
Tax professionals who have built meaningful retirement plan relationships alongside their practice.
TPAs Seeking Transitions
Third-party administrators with advisory relationships or referring networks worth transitioning.
What You Get as a Buyer
Retirement-Specific Listings Only
Every practice on RPPEx is retirement plan-focused. No sifting through generalist wealth books to find what you actually want.
Filter by What Actually Matters
Search by recordkeeper, geography, plan count, AUM, service model, and seller timeline. Find fits, not maybes.
Verified Practice Data
Sellers can opt into recordkeeper verification. Verified listings carry a badge so you know the numbers are real before you invest time in a conversation.
Flat Subscription, No Transaction Fees
Access is a flat periodic fee. We never take a cut of your deal. Close a $2M acquisition and we do not see a penny of it.
For Buyers

The retirement plan acquisition market is active. The right platform makes all the difference.

Roughly 2,500 retirement plan practices actively need a succession solution. Most will end up on a general RIA marketplace, or worse, sold to the first buyer who calls. RPPEx gives you first access to retirement-specialist practices that fit your criteria, before they are shopped everywhere.

Who registers as a buyer?

Regional and national RIAs looking to grow inorganically. Aggregators expanding their retirement plan presence. Independent advisors acquiring their first book. Any qualified party with the capital and expertise to acquire a retirement plan practice.

Recordkeeper Coverage

RPPEx buyers and sellers work across every major recordkeeping platform. Whatever your book looks like, we have buyers who know it.

Fidelity
Empower
Vanguard
Principal
Voya
TIAA
Transamerica
John Hancock
Lincoln Financial
Ascensus
ADP
Paychex

Don't see your recordkeeper? We support all platforms. Recordkeeper logos and formal partnerships are coming soon.

Who We Are

Built by Someone Who Knows This Business

Charles Crilly Sr.
Charles Crilly
Founder, RPPEx
Retirement Plan Specialist  ·  Ivory Wealth Management

RPPEx was built out of a firsthand understanding of what retirement plan advisors face when it is time to think about succession. The conversations happening at NAPA and ASPPA conferences, the advisors quietly wondering what their practice is worth and who could step in. There was no good answer for them. General RIA marketplaces do not speak the language. Brokers want transaction fees. Referrals happen by accident.

RPPEx is the platform that should have existed for retirement plan specialists. A purpose-built marketplace where the buyers understand ERISA, recordkeeper relationships, and what it actually takes to service a 401(k) book. Where sellers can explore their options confidentially, on their own timeline, without paying to list.

This is an introduction platform only. We do not execute sales, provide valuations, or take a cut of any transaction. We make the right connection and get out of the way.

Retirement Plan Practice Exchange LLC  ·  Essex, Connecticut
charles@rppex.com  ·  info@rppex.com

Frequently Asked Questions

What types of practices can be listed?

Any retirement-focused practice: pure 401(k) specialists, hybrid advisors with retirement plans and wealth management, CPAs with retirement clients, or TPAs. We accept bundled practices where retirement plans are a significant component.

Is it really free to list?

Yes. Sellers list their practice at no cost. Buyers pay a flat subscription fee to access listings and request introductions. We do not charge transaction-based fees of any kind.

How is my information protected?

Your practice details are anonymized until you choose to reveal them. Your identity stays protected until you are ready to engage with a specific buyer. No details are shared without your explicit consent.

What makes RPPEx different from FP Transitions?

Focus. FP Transitions is a general RIA marketplace. RPPEx exclusively serves retirement plan-focused advisors, which means better matches, buyers who understand your business, and features built for retirement plan transitions.

Do you help with valuations?

RPPEx does not provide business valuations. We are an introduction platform only. We recommend consulting a qualified M&A advisor or CPA experienced in advisory practice transitions for valuation guidance.

What happens after an introduction is made?

Once both parties consent, we connect you directly. From there, negotiations, due diligence, and deal terms are entirely between the buyer and seller. RPPEx does not participate in or facilitate the transaction itself.

Ready to explore your options?

Whether you're thinking about retiring in 2 years or 10, the right buyer exists. RPPEx helps you find them.