Overview

I have a Wealth Management firm and a sister CPA firm that has extensive expertise representing clients in the performing and creative arts (multi-family office), executives, and those nearing or in retirement. I am interested in acquiring an RIA practice in the Conejo, or San Fernando Valleys, as well as Ventura, Santa Barbara, San Bernardino, Riverside, Orange, and San Diego Counties. I am looking to gain scale. I would also consider a firm that is located on the East Coast as we have as we have a resident employee and virtual office there.

Market
RIA
Member Level
Basic
Last Activity
this week

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...