Overview

I am looking to acquire an RIA. Over the last 10 years, I worked as an investment banker in the financial institutions (FIG) space. During this time I was involved in numerous transactions advising both regional/community banks and RIAs on the buy/sell side. Transitioning to the buyside, I'm looking to acquire an RIA.

Market
Advisor/RIA
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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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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