$100MM AUM | $600,000 GDC in Canonsburg, PA

Market
Advisor
Member Level
Premier
Last Activity
within 3 months
General
Location
Canonsburg, PA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$600,000.00
# of Accounts
61
Avg Client Age
60
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.

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