Overview

We are a rapidly growing fee-only RIA and looking for strategic acquisitions to expand our firm. This could be a great opportunity for an advisor with a financial planning/wealth management background and focus who is looking to transition to a fast growing dynamic firm with an entrepreneurial mindset for rapid career expansion or as part of a succession plan.

We are highly selective and only looking for individuals/practices that are the right fit.

Last Activity
within 3 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred
Resources
Loading...