Overview

I am looking for the following:

1) Find advisors that are interested in being successors to advisors in my region. I have completed at least one succession plan in each of the last 5 years between a retiring advisor and their successor.

2) Helping my advisors who are in growth mode acquire books of business.

3) Matching up like minded advisors who are interested in merging their practices and growing together.

Market
Advisor/RIA
Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...