Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Ofallon, IL, US
Profile Type
Buyer | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$550,000,000.00
Gross Revenue
$5,000,000.00
# of Accounts
1,800
Avg Client Age
54
Overview

We are an independent RIA that is looking to provide back office support, tuck ins, or succession planning for those advisors looking. We value advisors dedicated to their clients and their business. We have highly credentialed advisors with experience that will be a great addition to any advisors team for growth or succession once they join our firm. We currently have Schwab, TD, and Pershing on our platform.

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