Overview

Looking to acquire or merge with a firm for the purpose of building scale, succession planning etc. Adding Advisers to my firm is of primary importance to build scale. I am not looking to simply take over someone's book of business. An Adviser with a smaller book that wants to be part of a larger firm can take great advantage of our systems, compliance and administration.

Market
Advisor/RIA
Last Activity
this week

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...