Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
Columbia, SC, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$200,000,000.00
Gross Revenue
$2,000,000.00
# of Accounts
5,400
Avg Client Age
65
Overview

We're looking to acquire financial advisor practices where the advisor can stay on for a few years or "cash out" and be done today. Our firm focuses on providing our clients with the highest level of service.
*Our firm was formed over 40 years ago.
*Our owner is a CFP with over 40 years of experience.
*Owner's son is an advisor so the second generation is in place.

If you're ready to sell, we're ready to buy. Let's chat today.

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