Overview

I am part of a 3 advisor group. I have complete 2 purchases previously and have a solid process in place. My practice is largely based on the planning process and utilizes moneyguide pro and riskalyze. 80% or more of our revenue is from managed assets. Looking to acquire and/or merge for succession with firms who operate in a similar fashion.

Market
Advisor/RIA
Last Activity
within 4 months

Business Data

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