Overview

Our firm has 47 offices nationally that services over 1,800 clients. We have a team of over 60 licensed Advisors to service these nationally with a total of 250 employees. Our focus is on comprehensive financial planning and being a one-stop shop for our clients. Our Advisors are highly trained in advanced planning concepts and many have CFPs, JDs, CPAs, CFAs and MBAs. We look forward to discussing a potential acquisition of your practice and plan to service your clients in the years to come!

Market
Advisor/RIA
Last Activity
today

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred

Loading...