$700MM AUM | $3.7MM GDC in Worcester, MA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Worcester, MA, US
Listing Type
Buyer | Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$700,000,000.00
Gross Revenue
$3,700,000.00
# of Accounts
5,000
Avg Client Age
50
Overview

SterlingBridge Partners is an independently managed financial services firm located in Worcester, MA with branches throughout New England.

We are looking to grow our practice through acquisitions and by offering succession opportunities to advisors. Visit ___ to learn more about us.

Our advisors benefit from working in a traditional financial services office environment where they can collaborate with their peers and get world class service from a committed support team.

Our sales support strategy will directly contribute to the growth and success of your practice. Our goal is to help our advisors succeed and to establish a long term, positive partnership with them.

For a confidential conversation contact David Soltys at ___-___-____ or email David at ___

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