Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Alpharetta, GA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$110,000,000.00
Gross Revenue
$1,000,000.00
# of Accounts
2,000
Avg Client Age
56
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.

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