Overview

We are a large OSJ branch office, associated with a BD but also an independent RIA with over 1 billion in assets under administration. We have purchased 5 practices over the past 10 years, most of them smaller purchases. One was over 1 million in purchase price. We have since written a white paper on buying financial planning practices and what worked and what we would do differently. We are always looking for new practices that fit within our culture. We are also looking for those who would like to merge under our firm and plug into what we can offer.


Last Activity
within 2 months
Listing Updated
Dec. 21, 2023

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