Overview

Looking to acquire practices, large and small, and/or create succession plans for retiring financial professionals. Also looking to acquire partial practices from advisors that want to downsize, shrink their client base, etc. We have amazing relationships with existing clients and receive referrals regularly. Clients compliment us on our service. We would treat clients from acquisitions with the same level of service and care.

We have excellent benefits, staff, and professional development.

Market
RIA
Member Level
Basic
Last Activity
within 2 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred

Loading...