Overview

I am a independent advisor and I’m looking to find like-minded advisers to merge with so that we can build scale and size in this ever-changing industry of shrinking margins.

Currently we are an RIA And we have 13 advisers who are part of our network Who have merged together to enhance our marketing, service model, value proposition, and pricing for our clients.

Market
Advisor/RIA
Last Activity
2 weeks

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