Market
RIA
Member Level
Premier
Last Activity
within 2 months
General
Location
Mercer Island, WA, US
Profile Type
Buyer | Merge | Find Successor | Continuity | Join A Practice
Business Type
Registered Investment Advisor
AUM
$45,000,000.00
Gross Revenue
$400,000.00
# of Accounts
226
Avg Client Age
55
Overview

I operate a "Fee Only" RIA practice. I own a (separate corporation) small (and specialized) CPA firm, which helps us supplement my planning services.
We clear through Schwab. I am not interested in selling my practice.

I am exploring:
1. Succession and continuation plans with other firms
2. Adding an adviser to help us grow our practice or potential continuation/succession
3. Networking and learning from other advisers withe similar values
4. We have a one person office to sublet. This would be good for a CPA or a financial adviser/professional

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