We are a two partner RIA looking to merge with a 30-300M firm. Our ideal candidate would have one or more CFA or CFP professionals on staff, and share our deep commitment to building a client centric firm.
We decided to use Succession Link as a tool for connecting with possible merger candidates. For a merger to be successful, it is all about the individuals involved, and not the data points collected in a profile. We would welcome the opportunity to learn more about you, and how you see your firm evolving to see if there is a mutual fit.