Overview

We are seeking to be competitive and acquire/merge RIAs to match our existing business in the range of +$1.5mm to +$5.0mm/+$10.0mm in GDC revenues with an annuitized ERISA corporate qualified book business or any ultra high net worth/HNW wealth management firms that are readily available short term immediately; or mid term succession planning of 6 months to one year; or ready to consider retiring their book for cash or merger for cash.

We are interested to discuss a range of change of control options and timing nationwide with minor preference to the
Los Angeles/Orange County; New England/Boston; New York metro tri-state area; South Florida; Chicago; and Texas metro market areas.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month

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