We are a hybrid RIA firm based in Vero Beach FL. The firm is made up of 3 partners, with locations in Vero Beach, FL and two Chicagoland locations (Yorkville, IL and Northbrook, IL). We currently work with close to 150 advisors (of which 90% are accountants). We are looking to grow our organization with new advisors (accountants and/or financial advisors). We are open to buying existing practices, creating a succession plan for advisors who want to continue to work for a number of years and accountants who would like to add financial services to their practice. We have branch offices in Chicago, Florida, Philadelphia, Pittsburgh, Brooklyn, Cincinnati, Albany, NY, Norfolk, VA, Asheville, NC, Portland, ME and Newport Beach, CA.

We work with a middle/back office firm that handles our Managed Account Solutions (MAS) model portfolios. Advisors who decide to work within this program will get access to ORION for performance reporting and financial planning at no cost. Salesforce CRM is also integrated with ORION and is available for FREE for advisors who meet a certain assets under management threshold.

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6 months or more

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