$8,100MM AUM | $70MM GDC in Vienna, VA

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Merge | Succession | Continuity
Location
Vienna, VA, US
Fee 0% Commission 100%
Gross Revenue
$70,000,000.00
# of Accounts
25,000
Avg Client Age
60
Overview

I am looking for the following:

1. Find advisors that are interested in being successors to advisors in my region. I have completed multiple succession plans annually between our retiring advisors and their successors.

2. Helping my advisors who are in growth mode acquire books of business.

3. Matching up like minded advisors who are interested in merging their practices and growing together.

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