Overview

We are an RIA and wholly owned subsidiary of one of the largest CPA & Advisory firms in the country. We currently manage/advise on in excess of $3.5 billion in AUM with offices in 10 cities. Our advisors are credentialed, possessing various designations, including CFP, CFA, CPA, CIMA, AIF. We are seeking to acquire or merge in like minded, fee only advisory firms, interested in joining a growing RIA with a national presence.

Last Activity
6 months or more

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