$255MM AUM | $1.7MM GDC in Dallas, TX

Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
General
Location
Dallas, TX, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$255,000,000.00
Gross Revenue
$1,700,000.00
# of Accounts
545
Avg Client Age
50
Overview

AdviserSource is a technology enable Registered Investment Advisory ("RIA") firm looking to acquire, merge existing RIAs as independent branch offices, and recruit independent Investment Advisor Representatives ("IAR") into existing branches. AdviserSource is a wholly owned portfolio company of Austin Capital Venture Fund has three corporate branches in Denver, Dallas, and Lake Mary Florida.

We are currently seeking advisers looking to join AdviserSource's RIA Family Wealth in our existing offices or new offices opening in Boston, New York and Chicago. Family Wealth offers the complete infrastructure for an adviser to start their businesses or leverage parts to make their current business more scalable and efficient. Please contact us for further information.

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