Overview

We are an independent RIA looking to expand our wealth management business through acquisition. We are open to an arrangement which allows the selling advisor to stay on for 2-3 years in order to maintain continuity in the business. We have two producing advisors and a full time operational staff of 3. We would be hiring a full time client relationship manager to service the acquiring book of business. We are also open to keeping the client relationship manager of the advisor/team.

Market
Advisor/RIA
Last Activity
within 4 months

Business Data

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