Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Midlothian, VA, US
Profile Type
Buyer | Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$310,000,000.00
Gross Revenue
$3,500,000.00
# of Accounts
800
Avg Client Age
55
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.

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