$2.5B AUM | $25MM GDC in Bedford, NH

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Compatibility
Location
Bedford, NH, US
Listing Type
Buyer | Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$25,000,000.00
# of Accounts
45,000
Avg Client Age
55
Overview

Northeast Planning Associates, Inc. is a regional RIA with a network of financial planners that serve their local communities. Our scale allows us to provide meaningful support, including succession and continuity planning throughout our firm. We help advisors maximize and realize the value of their practice, while ensuring the continued care of their clients.

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