Overview

Fully-scaled, national RIA, searching for independent wealth and retirement plan advisory firms that are looking to solve for scale, growth, succession and/or liquidity.
With over 800 employees, 50 office locations, and $600 billion in total client assets (AUM/AUA), we believe that our scale advantage is clear, durable, and sustainable. If you are considering how your firm could participate in this trend, we’d appreciate the opportunity to get to know you.

Market
RIA
Member Level
Premier
Last Activity
this week
Listing Age
1,122 days old

Business Data

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