Overview

We're a wealth management team hoping to find RIA book to buy or integrate (bring advisor on or a work-out deal) similarly positioned books. 80% of business is RIA and looking to continue to migrate all B/D over to RIA. Only 10% is insurance/annuity and 10% B/D and to increase insurance business. May eventually open our own RIA but not for at least 12 months

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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