Overview

My firm is a start-up RIA. I am looking to purchase a firm or possibly merge with another advisor who will be retiring in the next few years. The focus of my practice is 401(k) consulting so I would be looking for firms with 401(k) business and/or small business owners. I'm not interested in selling my practice.


Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Resources
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