The Marketplace for
Retirement Plan-Focused Advisory Practices

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

~13,000
Retirement Plan Specialists in the US
39%
of Advisors Retiring in 10 Years
28%
Have No Succession Plan
~2,500
Practices Actively Need a Solution

Why Retirement Plan Practice Exchange (RPPX)?

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.

Recordkeeper Coverage

RPPX 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.

Frequently Asked Questions

What types of practices can be listed?

Any retirement-focused practice: pure 401(k)/403(b) specialists, hybrid advisors with retirement plans + 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. Secure messaging keeps your identity protected until you're ready to engage with a specific buyer.

What makes RPPX different from FP Transitions?

Focus. FP Transitions is a general RIA marketplace. RPPX exclusively serves retirement plan-focused advisors, which means better matches, buyers who understand your business, and features built for retirement plan transitions (recordkeeper compatibility, participant communications, etc.).

Do you help with valuations?

RPPX 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.

Ready to explore your options?

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