Market
Advisor/RIA
Member Level
Basic
Last Activity
today
General
Location
Conshohocken, PA, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$700,000,000.00
Gross Revenue
$3,500,000.00
# of Accounts
550
Avg Client Age
50
Overview

Fast-growing RIA focused on recruiting, acquiring, and partnering with other practices. We've developed a proprietary platform designed to streamline operations and achieve increased profitability paired with growth. We aim to leverage this platform with other advisers and power top-line growth. We're actively seeking partners through this website, both ones looking to sell or merge practices.

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