$7.8B AUM | $47MM GDC in Boston, MA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Boston, MA, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$47,000,000.00
# of Accounts
6,800
Avg Client Age
50
Overview

$8 billion RIA, headquartered in Boston, MA with large presences in Northern California, Southern California, and Florida.

We bring together a full spectrum of wealth management, trust and banking services through a holistic approach to give you the one trusted resource you need to simplify and strengthen your financial life.

Executive-level commitment to growing inorganically through acquisition, with a particular focus on expanding our West Coast and Florida presence.

We have in-house proprietary equity and fixed income strategies, as well as an open architecture platform with 3rd party managers. We are agnostic to your investment approach, with the greater focus being your high-touch approach to servicing clients.

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