$280MM AUM | $30MM GDC in Parsippany, NJ

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Parsippany, NJ, US
Listing Type
Buyer | Merge | Find Successor | Continuity
Fee 0% Commission 100%
Gross Revenue
$30,000,000.00
# of Accounts
50,000
Avg Client Age
55
Overview

Allied Wealth Partners is an independent, comprehensive planning firm with multiple office locations. We are primarily a fee-based planning firm that takes a client centric approach.

We are interested in talking with advisors who are looking for more structure and support, and potential succession for their practice. Additionally, we are open to speaking with advisors who may want to join a practice as a successor.

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