Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
General
Location
Philadelphia, PA, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$500,000,000.00
Gross Revenue
$3,750,000.00
# of Accounts
1,500
Avg Client Age
55
Overview

Our office is in center city Philadelphia PA. We have:

• $500M AUM in our wealth management / financial planning division;
• Several thousand individual life, disability, and long-term care insurance policies in force;
• 500 small / mid-sized business owner clients where we manage their group health insurance needs

We are looking to acquire, merge, join, network with practices we may mutually benefit from knowing one another. We are especially interested in providing succession options for advisors with current or multi-year retirement goals.

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