Market
Advisor/RIA
Member Level
Basic
Last Activity
today
General
Location
Saint Petersburg, FL, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$90,000,000.00
Gross Revenue
$600,000.00
# of Accounts
400
Avg Client Age
55
Overview

My partner and I have a fee-only RIA, and are interested in potential acquisition or merger opportunities with a like-minded firm or advisor. We would also potentially be interested in "breakaway brokers" who want to join an existing fee-only RIA.

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