Overview

GROWTH OPPORTUNITY! Large Corporate/ Hybrid RIA ($4B assets in advisory, brokerage and qualified plans) is looking to partner with advisors, or assist advisors with acquisition or succession planning.

Option of joining our firm or maintaining your current identity. But, still enjoying the support of a large back office and compliance team. We can help you create immediate size and scale to support your growth (at a fraction of the cost of building it yourself).

Enjoy the independence and pay-outs of an IBD with superior branch office support!

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...