Overview

We just started our RIA 8 months ago, and are hoping to find a potential partner or buy a RIA business (from an experienced Advisor). We can provide sub-advisory, investment management services to manage client assets, and we can merge our client relationships into larger, combined firm.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week

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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