We are a boutique hybrid RIA and B/D focused on both organic and inorganic growth. We are interested in becoming successors, acquiring, and working together with sellers and buyers to find mutually beneficial ways to grow.
We are extremely flexible in our approach to growth, and want to know what sellers and partners envision as their path to retirement or growth.
Our firm is currently comprised of 9 advisors and approximately 15 total employees. We have the capacity to take on significant acquisitions anywhere in the US. We place significant emphasis on client connectivity and customer service.